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  • Mutual Funds
  • PGIM India Asset Management Private Limited
  • PGIM India Short Maturity Fund Premium Plus (Growth)

Formerly DHFL Pramerica Sht Mty Prm Pls Gr

PGIM India Short Maturity Fund Premium Plus (Growth)

PGIM India Short Maturity Fund Premium Plus (Growth)

DebtShort Term

17.8274

NAV (Jul 04)

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.

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

50 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

Moderate Credit Risk. The fund has a moderate 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.

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

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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

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Moderate Risk

1.43 %

Expense Ratio

Feb 22, 2011

Launched (10y ago)

₹ 50

AUM in Crores

INF223J01DN7

ISIN

No Lock-in

Lock-in

CRISIL Short Term Bond Fund TR INR

Benchmark

₹ 0

SIP Minimum

₹ 5,000

Lumpsum Min.

Fund Managers
user-avatar

Kumaresh Ramakrishnan

Fund Manager

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Puneet Pal

Fund Manager

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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.

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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

Kotak Savings Fund (G)

Kotak Savings Fund (G)

Ultra Short

Recommended

Top Ranked

17 Years

Age

5

Track Record

Aditya Birla Sun Life Liquid (G)

Aditya Birla Sun Life Liquid (G)

Liquid

Recommended

Top Ranked

17 Years

Age

5

Track Record

SBI Magnum Ultra Short Duration Fund (G)

SBI Magnum Ultra Short Duration Fund (G)

Ultra Short

Recommended

Top Ranked

22 Years

Age

5

Track Record

Nippon India Liquid Fund (G)

Nippon India Liquid Fund (G)

Liquid

Recommended

Top Ranked

18 Years

Age

5

Track Record

ICICI Prudential Savings Fund (G)

ICICI Prudential Savings Fund (G)

Low Duration

Recommended

Top Ranked

19 Years

Age

5

Track Record

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About the AMC

PGIM India Asset Management Private Limited

PGIM India Asset Management Private Limited manages assets worth 6,378 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.

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  • tel-amc-about
    022-61593000
  • mail-amc-about
    care@pgimindia.co.in
  • PGIM India Insta Cash Fund (G)

    PGIM India Insta Cash Fund (G)

    Liquid

    Top Ranked

    ₹ 676 Cr

    Fund Size

    5.9%

    3Y returns

    PGIM India Global Equity Opportunities Fund (G)

    PGIM India Global Equity Opportunities Fund (G)

    International - Others

    Top Ranked

    ₹ 769 Cr

    Fund Size

    32.1%

    3Y returns

    PGIM India Flexi Cap Fund (G)

    PGIM India Flexi Cap Fund (G)

    Diversified

    Top Ranked

    ₹ 556 Cr

    Fund Size

    16.2%

    3Y returns

    PGIM India Insta Cash Fund Unclaimed Redemption Plan Below 3 years (G)

    PGIM India Insta Cash Fund Unclaimed Redemption Plan Below 3 years (G)

    Liquid

    Top Ranked

    ₹ 676 Cr

    Fund Size

    N/A

    3Y returns

    PGIM India Premier Bond Fund Premium Plus Plan (G)

    PGIM India Premier Bond Fund Premium Plus Plan (G)

    Corporate Bond

    Top Ranked

    ₹ 85 Cr

    Fund Size

    8%

    3Y returns

    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

    How does Scripbox rate funds?

    Proprietary 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.

    Relative Size

    Relative Size

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

    Category View

    Category View

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

    Consistency Of Performance

    Consistency Of 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.

    Relative Size

    Relative 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 Quality Of Fund’s Portfolio

    Credit Quality Of Fund’s Portfolio

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

    Equity Funds

    Debt Funds

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    About PGIM India Short Maturity Fund Premium Plus (G)

    About PGIM India Short Maturity Fund Premium Plus (G)

    PGIM India Short Maturity Fund Premium Plus (G) is a short term debt fund and has delivered an annualised return of 8.2% over a period of 10 years .The fund was previously known as DHFL Pramerica Sht Mty Prm Pls Gr.The fund is managed by PGIM India Asset Management Private Limited.The fund managers are Kumaresh Ramakrishnan, Puneet Pal

    PGIM India Short Maturity Fund Premium Plus (G) 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 Premium Plus (G) NAV,AUM,Risk

    The PGIM India Short Maturity Fund Premium Plus (G) fund was launched on Feb 22, 2011. The NAV (Net Asset Value) of this short term debt as of 2018-07-04 is ₹ 17.8274. The total AUM (Asset Under Management) of the fund as of 2021-03-04 is ₹ 49.218. The category risk of the PGIM India Short Maturity Fund Premium Plus (G) fund is Moderate Risk. The fund charges 1.43 % as expense ratio.

    PGIM India Short Maturity Fund Premium Plus (G) Holdings

    The fund’s highest allocation is towards debt and has invested 75.3% in this asset class. The top three holdings of the fund are 5.77% goi 2030,national highways authority of india and 7.27% govt stock 2026

    PGIM India Short Maturity Fund Premium Plus (G) SIP

    The minimum SIP (Systematic Investment Plan) amount for this is ₹ 0 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 Premium Plus (G) 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 Premium Plus (G) Review

    PGIM India Short Maturity Fund Premium Plus (G) has a score of 2 on a scale of 5. The fund scores 5 out of 5 based on historical performance. As compared to the other funds in its category, PGIM India Short Maturity Fund Premium Plus (G) has a score of 1 out of 5. The credit risk of the fund is 3 out of 5 as compared to other debt funds.

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