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    • PGIM India Short Maturity Fund Bonus (PIDCW-A)

    Formerly DHFL Pramerica Sht Mty Bns

    PGIM Mutual Funds

    PGIM India Short Maturity Fund Bonus (PIDCW-A)

    DebtShort Term

    17.6687

    NAV (Jul 28)

    3%
    3 Year CAGR
    Scripbox Opinion

    Neutral

    Click here for top ranked funds in short term mutual funds.

    However, Scripbox does not recommend investing in short term mutual funds.

    Short Term Funds invest in debt and money market instruments such that the duration of the portfolio is between 1 to 3 years.This exposes them to higher variations when interest rates change.

    The category is one of the largest categories within the Debt Segment (9% of the total assets).

    We assess the credit quality of funds in this category as relatively poor.We do not recommend funds in this category since we believe that the potential incremental return is not justified by the higher credit risk and higher interest rate risk.

    Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

    Our analysis of this fundLearn how we rate funds ->

    Track Record

    10 Years. The fund has an Extended history for analysis and the track record is excellent.

    Relative Size

    41 Cr. Negligible within the category

    Impact of Interest Rate Changes

    High Interest Rate Risk. The impact on fund value is high when interest rates change

    Credit Quality Of Fund's Portfolio

    Low Credit Risk. The fund has a high credit quality compared to other debt funds

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    Short Term Money

    Short Term Money

    Invest in a scientifically curated set of debt mutual funds which are best aligned towards achieving any short term objectives you may have.

    • graph-icon-gray
      Historical growth rate of 6.5% per annum
    • graph-icon-gray
      Recommended Duration 1 - 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Expert Investing Only, Car, Down Payment

    No single fund can achieve what a plan can. Learn why

    chart-amc-about

    Historical NAV

    17.6687

    NAV (Jul 28)

    Fund Returns

    Last 1Y
    -4.4%
    Last 3Y
    3%
    Last 5Y
    5.5%
    Last 10Y
    NA
    Since Inception
    7%
    6 Month CAGR
    -7.5%
    info-icon-blue

    Scheme Information

    Investment Objective

    The investment objective of the Scheme is to seek to generate returns with low to medium market risk for investors by investing in a portfolio of short -medium term debt and money market securities.

    Low

    Low to Moderate

    Moderate

    Moderately High

    High

    Very High

    risk-indicator-arrow.svg

    Low to Moderate Risk

    Expense Ratio
    1.45
    Launched (10y ago)
    Mar 11, 2011
    AUM in Crores
    40.612
    ISIN
    INF223J01DW8
    Lock-in
    No Lock-in
    Benchmark
    CRISIL Short Term Bond Fund TR INR
    SIP Minimum
    0
    Lumpsum Min.
    5000
    Fund Managers
    user-avatar

    Ankur Murarka

    Fund Manager

    user-avatar

    Puneet Pal

    Fund Manager

    calculator

    Returns Calculator Comparison

    of

    for

    with step up of

    InstrumentReturnsTotal CorpusGainsAnnualised %
    Mutual Fund70%₹ 965,796 ₹ 233,18411.25%
    EPF70% ₹ 900,761 ₹ 168,1498.50%
    Property70% ₹ 867,662 ₹ 135,0507.00%
    PPF70% ₹ 869,819 ₹ 137,2077.10%
    Bank FD70% ₹ 846,471 ₹ 113,8596.00%
    Gold70% ₹ 846,471 ₹ 113,8596.00%
    Savings Bank70% ₹ 825,950 ₹ 93,3385.00%

    Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

    build-long-item-wealth-img

    Short Term Money

    Invest in a scientifically curated set of debt mutual funds which are best aligned towards achieving any short term objectives you may have.

    • Inflation beating returns
      Inflation beating returns
    • Expert Investing Only, Car, Down Payment
      Expert Investing Only, Car, Down Payment
    • One click investing  tracking
      One click investing tracking
    comparison

    Comparison with Debt Funds

    Fund NameScripbox OpinionFund SizeTrack Record

    Kotak Savings Fund (G)

    recommended-badge

    ₹ 14,236 cr

    5

    recommended-badge

    ₹ 32,671 cr

    5

    recommended-badge

    ₹ 11,134 cr

    5

    recommended-badge

    ₹ 34,969 cr

    5

    recommended-badge

    ₹ 24,210 cr

    5

    amc-icon

    About the AMC

    PGIM India Asset Management Private Limited

    PGIM India Asset Management Private Limited manages assets worth 12,976 crores and was set up on 24 September 2008. It's current offering of mutual fund schemes includes 15 equity,133 debt and 30 hybrid funds.

    amc-img

  • tel-amc-about
    022-61593000
  • mail-amc-about
    care@pgimindia.co.in
  • Fund NameScripbox Opinion
    Till Date CAGR
    top-ranked-badge

    28.5%

    12.5%

    top-ranked-badge

    5.1%

    7.3%

    top-ranked-badge

    26.7%

    15.9%

    top-ranked-badge

    %

    3.5%

    top-ranked-badge

    4.9%

    5.6%

    growth

    Short Term Money

    Invest in a scientifically curated set of debt mutual funds which are best aligned towards achieving any short term objectives you may have.

    • graph-icon-gray
      Historical growth rate of 6.5% per annum
    • graph-icon-gray
      Recommended Duration 1 - 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Expert Investing Only, Car, Down Payment
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Kotak Savings Fund (Growth)

    Kotak Savings Fund (Growth)

    Debt

    Ultra Short

    ICICI Prudential Savings Fund (Growth)

    ICICI Prudential Savings Fund (Growth)

    Debt

    Low Duration

    Tata Liquid Fund (Growth)

    Tata Liquid Fund (Growth)

    Debt

    Liquid

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    3,600+

    AUM

    2,500+

    Cities

    2012

    Established

    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual funds

    We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

    What Scripbox recommendations mean?
    Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Sub-asset Class View

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

    About PGIM India Short Maturity Fund Bonus (PIDCW-A)

    About PGIM India Short Maturity Fund Bonus (PIDCW-A)

    PGIM India Short Maturity Fund Bonus (PIDCW-A) is a Short Term Debt fund and has delivered an annualised return of 7% over a period of 10 years. The fund was previously known as DHFL Pramerica Sht Mty Bns . The fund is managed by PGIM India Asset Management Private Limited. The fund managers are Ankur Murarka, Puneet Pal

    PGIM India Short Maturity Fund Bonus (PIDCW-A) Investment Objective

    The investment objective of the Scheme is to seek to generate returns with low to medium market risk for investors by investing in a portfolio of short -medium term debt and money market securities. . However, there is no assurance that the objective of the scheme will be realized.

    PGIM India Short Maturity Fund Bonus (PIDCW-A) NAV,AUM,Risk

    The PGIM India Short Maturity Fund Bonus (PIDCW-A) fund was launched on Mar 11, 2011. The NAV (Net Asset Value) of this Short Term Debt fund as of 2019-07-28 is ₹17.67. The total AUM (Asset Under Management) of the fund as of 22/09/2021 is ₹40.612. The category risk of the PGIM India Short Maturity Fund Bonus (PIDCW-A) fund is Low to Moderate Risk. The fund charges 1.45 % as expense ratio.

    PGIM India Short Maturity Fund Bonus (PIDCW-A) Holdings

    The fund’s highest allocation is towards Debt and has invested 93.7% in this asset class. The top three holdings of the fund are , 5.22% goi 2025 , power grid corporation of india limited , bajaj housing finance limited , power finance corporation limited , tata capital financial services limited , national bank for agriculture and rural development , housing and urban development corporation limited (hudco) , indian railway finance corporation limited , govt stock , net receivables / (payables) , small industries development bank of india , muthoot finance limited , indian oil corporation limited , nuclear power corporation of india limited , national housing bank , mahindra & mahindra financial services limited , fullerton india credit company limited , axis bank limited , 5.63% govt stock 2026 , clearing corporation of india ltd. , britannia industries limited

    PGIM India Short Maturity Fund Bonus (PIDCW-A) Sip

    The minimum SIP (Systematic Investment Plan) amount for this is ₹null and you can increase this in multiples of ₹ 100. In case you want to invest a lump sum, the minimum amount to be invested is ₹ 5000.

    PGIM India Short Maturity Fund Bonus (PIDCW-A) Investment volatility and Horizon

    This fund is suited for investors looking to invest for 1-4 years. The asset class is less volatile than equity and the fund is likely to provide stable but slow growth. The fund is benchmarked to CRISIL Short Term Bond Fund TR INR.

    PGIM India Short Maturity Fund Bonus (PIDCW-A) Review

    PGIM India Short Maturity Fund Bonus (PIDCW-A) has a score of 3 on a scale of 5. The fund has a score of 5 out of 5 based on historical performance. As compared to the other funds in its category, PGIM India Short Maturity Fund Bonus (PIDCW-A) has a score of 1out of 5 The credit risk of the fund is 4 out of 5 as compared to other debt funds.

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