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  • PGIM India Mutual Fund
  • PGIM India Ultra Short Duration Fund (PIDCW-W)
PGIM Mutual Funds

PGIM India Ultra Short Duration Fund (PIDCW-W)

DebtUltra Short

10.089

NAV (Sep 06)

5.451%
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 ->

Category Leader

The fund has been a Category Leader on the Consistency of Credit Quality metric

Fund Size

Poor

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

Invest in this fund
Scripbox Recommended Debt Funds
Want the ultra short term debt funds that are right for your short term investment needs?Learn more

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

10.089

NAV (Sep 6)

Fund Returns

Last 1Y
6.7%
Last 3Y
5.5%
Last 5Y
5.5%
Last 10Y
7.3%
Since Inception
7.7%
6 Month CAGR
3.4%

Scheme Information

Investment Objective

The scheme aims to generate stable returns and provide liquidity by investing in a mix of short term debt and money market instruments.

Expense Ratio
0.9
Launched (0y ago)
0.9
AUM in Crores
243.1
ISIN
INF223J01FO0
Lock-in
Benchmark
CRISIL Ultra Short Duration Debt A-I Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
Standard Deviation
0.5
Beta
1
Sharpe Ratio
-0.6
YTM
Fund Managers

Bhupesh Kalyani

Fund Manager

Puneet Pal

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
PGIM India Ultra Short Duration Fund (PIDCW-W)70%8,36,313 1,03,7015.5%
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 2024-03-12

Top Debt Holdings

Bank Of Baroda

10.2%
10.15%

Axis Bank Ltd.

10.1%
10.11%

Reserve Bank of India

8.4%
8.37%

ICICI Bank Ltd.

8.4%
8.36%

Export-Import Bank Of India

8.3%
8.3%
See all holdings

Comparison with Debt Funds

Fund NameFund Size
BHARAT Bond ETF FOF - April 2032 (G)
BHARAT Bond ETF FOF - April 2032 (G)

₹ 4,457 cr

₹ 9,577 cr

₹ 8,093 cr

₹ 15,209 cr

₹ 4,566 cr

amc-img

About the AMC

PGIM India Mutual Fund

PGIM is the global investment management business of Prudential Financial, Inc. USA. The company manages more than USD 1.4 trillion assets. PGIM offers a broad range of investment capabilities through multi manager model. The team of experienced professionals assist the investors in achieving their financial goals.amc-img
phone-img022-61593000 / 1800-266-2667
Fund NameScripbox Opinion
Till Date CAGR

1.794%

10.332%

16.22%

18.999%

11.421%

14.557%

5.451%

7.683%

15.633%

15.354%

PGIM India Ultra Short Duration Fund (PIDCW-W) Review

PGIM India Ultra Short Duration Fund (PIDCW-W) is a Debt Debt fund and has delivered an annualised return of 7.683% over a period of 54 years. The fund is managed by PGIM India Mutual Fund. The fund manager’s name is [object Object],[object Object].

Nav of PGIM India Ultra Short Duration Fund (PIDCW-W) as of 9/6/2024 is ₹10.09 with the total AUM as of 9/7/2024 is ₹243.0903. With Scripbox you can compare and check the latest nav for all mutual funds in India. PGIM India Ultra Short Duration Fund (PIDCW-W) was launched on null. The category risk of the fund is Below Average.

The minimum SIP amount for PGIM India Ultra Short Duration Fund (PIDCW-W) is ₹1000 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 (PIDCW-W) 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 Duration Debt A-I Index.

PGIM India Ultra Short Duration Fund (PIDCW-W) is rated as a 3 fund in Debt and delivered 6.71% 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 (PIDCW-W).

Frequently Asked Questions

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

PGIM India Ultra Short Duration Fund (PIDCW-W) is a Debt 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 (PIDCW-W)?

You can invest in PGIM India Ultra Short Duration Fund (PIDCW-W) 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 (PIDCW-W)?

The minimum sip amount for PGIM India Ultra Short Duration Fund (PIDCW-W) is ₹1000. You can invest in multiples of ₹5000.

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

As per Scripbox experts, PGIM India Ultra Short Duration Fund (PIDCW-W) is a 3 fund. You can investPGIM India Ultra Short Duration Fund (PIDCW-W) 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 (PIDCW-W)?

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