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  • PGIM India Ultra Short Duration Fund Bonus (PIDCW-M)

Formerly PGIM India Ultra S/T Mn Bns

PGIM Mutual Funds

PGIM India Ultra Short Duration Fund Bonus (PIDCW-M)

DebtUltra Short

13.9637

NAV (Apr 02)

7.6%
3 Year CAGR
Scripbox Opinion
Neutral
Click here for top ranked funds in ultra short mutual funds.

Ultra short funds provides relative safety of capital with growth at par with inflation and is suitable for investment objectives with duration of 1-5 years or longer.

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 ->

Fund Size

Neutral

The performance of the fund on a Fund Size metric has been Neutral

Rolling Returns

Category Leader

The fund has been a Category Leader on the Rolling Returns metric

Invest in this fund
Scripbox Recommended Debt Funds
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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

13.9637

NAV (Apr 2)

Fund Returns

Last 1Y
8%
Last 3Y
7.6%
Last 5Y
6.5%
Last 10Y
NA
Since Inception
5.7%
6 Month CAGR
4.5%

Scheme Information

Investment Objective

To provide liquidity and seek to generate returns by investing in a mix of short term debt and money market instruments.

Expense Ratio
0.9
Launched (10y ago)
Apr 08, 2013
AUM in Crores
347.613
ISIN
INF223J01VJ7
Lock-in
No Lock-in
Benchmark
CRISIL Ultra Short Dur Debt B-I TR INR
SIP Minimum
0
Lumpsum Min.
5000
Standard Deviation (3yr)
0.5
Standard Deviation (5yr)
1.2
Beta (3yr)
0
Beta (5yr)
0
Sharpe Ratio (3yr)
2.29
Sharpe Ratio (5yr)
-0.577
YTM
7.21
Fund Managers

Ojasvi Khicha

Fund Manager

Puneet Pal

Fund Manager

Bhupesh Kalyani

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
PGIM India Ultra Short Duration Fund Bonus (PIDCW-M)70%8,56,981 1,24,3696.5%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 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.

Asset allocation and Holdings

Last updated on 2019-04-02

Top Debt Holdings

clearing corporation of india ltd.

15%
15%

reliance retail ventures limited

7.2%
7.2%

canara bank

7.1%
7.1%

hdfc bank limited

7%
7%

small industries development bank of india

6.9%
6.9%
See all holdings

Comparison with Debt Funds

Fund NameFund SizeRolling Returns
ICICI Prudential Liquid Fund (G)
ICICI Prudential Liquid Fund (G)

₹ 44,468 cr

₹ 18,357 cr

₹ 10,408 cr

₹ 14,357 cr

₹ 9,121 cr

About the AMC

PGIM India Asset Management Private Limited

PGIM India Asset Management Private Limited manages assets worth 24,775 crores and was set up on 24 September 2008. It's current offering of mutual fund schemes includes 15 equity,146 debt and 24 hybrid funds.amc-img
022-61593000
care@pgimindia.co.in
Fund NameScripbox Opinion
Till Date CAGR

30.3%

17.5%

29.7%

16.8%

29.7%

16.8%

22.1%

12.8%

1.9%

8.7%

PGIM India Ultra Short Duration Fund Bonus (PIDCW-M) Review

PGIM India Ultra Short Duration Fund Bonus (PIDCW-M) is a Ultra Short Debt fund and has delivered an annualised return of 5.7% over a period of 10 years. The fund was previously known as PGIM India Ultra S/T Mn Bns. The fund is managed by PGIM India Asset Management Private Limited. The fund managers are Bhupesh Kalyani, Ojasvi Khicha, Puneet Pal.

Nav of PGIM India Ultra Short Duration Fund Bonus (PIDCW-M) as of 4/2/2019 is ₹13.96 with the total AUM as of 9/23/2023 is ₹347.613. With Scripbox you can compare and check the latest nav for all mutual funds in India. PGIM India Ultra Short Duration Fund Bonus (PIDCW-M) was launched on Apr 08, 2013. The category risk of the fund is Low to Moderate Risk.

The minimum SIP amount for PGIM India Ultra Short Duration Fund Bonus (PIDCW-M) 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. Check your estimated returns on mutual funds by using sip calculator.

PGIM India Ultra Short Duration Fund Bonus (PIDCW-M) 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 Ultra Short Dur Debt B-I TR INR.

PGIM India Ultra Short Duration Fund Bonus (PIDCW-M) is rated as a 3 fund in Debt and delivered 8% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with PGIM India Ultra Short Duration Fund Bonus (PIDCW-M).

Frequently Asked Questions

What is PGIM India Ultra Short Duration Fund Bonus (PIDCW-M)?

PGIM India Ultra Short Duration Fund Bonus (PIDCW-M) is a Ultra Short Debt scheme predominantly investing across Debt instruments with an investment objective to generate wealth over the long term.

How to invest in PGIM India Ultra Short Duration Fund Bonus (PIDCW-M)?

You can invest in PGIM India Ultra Short Duration Fund Bonus (PIDCW-M) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of PGIM India Ultra Short Duration Fund Bonus (PIDCW-M)?

The minimum sip amount for PGIM India Ultra Short Duration Fund Bonus (PIDCW-M) is ₹0. You can invest in multiples of ₹5000.

Is PGIM India Ultra Short Duration Fund Bonus (PIDCW-M) good to invest in?

As per Scripbox experts, PGIM India Ultra Short Duration Fund Bonus (PIDCW-M) is a Neutral fund. You can investPGIM India Ultra Short Duration Fund Bonus (PIDCW-M) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the PGIM India Ultra Short Duration Fund Bonus (PIDCW-M)?

The expense ratio of the PGIM India Ultra Short Duration Fund Bonus (PIDCW-M) is 0.9% for regular plan.