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  • PGIM India Ultra Short Term Fund Inc Dist cum Cap Wdrl (PIDCW-A)

Formerly PGIM India Ultra S/T DP

PGIM Mutual Funds

PGIM India Ultra Short Term Fund Inc Dist cum Cap Wdrl (PIDCW-A)

DebtUltra Short

Top Ranked

16.077

NAV (Jul 28)

8.2%
3 Year CAGR
Scripbox Opinion

Top Ranked

These are the top-ranked funds within ultra short mutual funds.However, Scripbox does not recommend investing in ultra short mutual funds.

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

12 Years. The Fund has Sufficient history for analysis and the track record is good.

Relative Size

714 Cr. Medium within the category

Impact of Interest Rate Changes

Low Interest Rate Risk. The impact on fund value is quite low 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
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    Expert Investing Only, Car, Down Payment

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Historical NAV

16.077

NAV (Jul 28)

Fund Returns

Last 1Y
11%
Last 3Y
8.2%
Last 5Y
8.2%
Last 10Y
NA
Since Inception
5.9%
6 Month CAGR
6.5%
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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.

Low

Low to Moderate

Moderate

Moderately High

High

Very High

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Low to Moderate Risk

Expense Ratio
0.75
Launched (12y ago)
Dec 01, 2009
AUM in Crores
713.999
ISIN
INF223J01FI2
Lock-in
No Lock-in
Benchmark
CRISIL Ultra Short Term Debt TR INR
SIP Minimum
0
Lumpsum Min.
5000
Fund Managers
user-avatar

Kumaresh Ramakrishnan

Fund Manager

user-avatar

Kunal Jain

Fund Manager

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Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 9,65,796 ₹ 2,33,18411.25%
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.

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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
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    One click investing tracking
comparison

Comparison with Debt Funds

Fund NameScripbox OpinionFund SizeTrack Record

Kotak Savings Fund (G)

recommended-badge

₹ 13,509 cr

5

recommended-badge

₹ 33,192 cr

5

recommended-badge

₹ 11,590 cr

5

recommended-badge

₹ 33,722 cr

5

recommended-badge

₹ 22,849 cr

5

amc-icon

About the AMC

PGIM India Asset Management Private Limited

PGIM India Asset Management Private Limited manages assets worth 14,118 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

    5%

    7.3%

    top-ranked-badge

    30.8%

    12.7%

    top-ranked-badge

    31.1%

    16.1%

    top-ranked-badge

    %

    3.4%

    top-ranked-badge

    4.8%

    5.5%

    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 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

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    TRUST

    1. 4100+Crores
    2. 2500+Cities
    3. 7200+Customers
    We manage to deliver better strategies to people who trust us.

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    About PGIM India Ultra Short Term Fund Inc Dist cum Cap Wdrl (PIDCW-A)

    About PGIM India Ultra Short Term Fund Inc Dist cum Cap Wdrl (PIDCW-A)

    PGIM India Ultra Short Term Fund Inc Dist cum Cap Wdrl (PIDCW-A) is a Ultra Short Debt fund and has delivered an annualised return of 5.9% over a period of 11 years. The fund was previously known as PGIM India Ultra S/T DP . The fund is managed by PGIM India Asset Management Private Limited. The fund managers are Kumaresh Ramakrishnan, Kunal Jain

    PGIM India Ultra Short Term Fund Inc Dist cum Cap Wdrl (PIDCW-A) Investment Objective

    To provide liquidity and seek to generate returns by investing in a mix of short term debt and money market instruments. . However, there is no assurance that the objective of the scheme will be realized.

    PGIM India Ultra Short Term Fund Inc Dist cum Cap Wdrl (PIDCW-A) NAV,AUM,Risk

    The PGIM India Ultra Short Term Fund Inc Dist cum Cap Wdrl (PIDCW-A) fund was launched on Dec 01, 2009. The NAV (Net Asset Value) of this Ultra Short Debt fund as of 2019-07-28 is ₹16.08. The total AUM (Asset Under Management) of the fund as of 22/10/2021 is ₹713.999. The category risk of the PGIM India Ultra Short Term Fund Inc Dist cum Cap Wdrl (PIDCW-A) fund is Low to Moderate Risk. The fund charges 0.75 % as expense ratio.

    PGIM India Ultra Short Term Fund Inc Dist cum Cap Wdrl (PIDCW-A) Holdings

    The fund’s highest allocation is towards Others and has invested 64.9% in this asset class. The top three holdings of the fund are , national bank for agriculture and rural development , treps / reverse repo , ntpc limited , aditya birla money limited , power finance corporation limited , national highways authority of india , l&t finance limited , housing and urban development corporation limited , larsen and toubro limited , axis bank limited , housing development finance corporation limited , rural electrification corporation limited , 182 dtb 09122021 , icici securities limited , small industries development bank of india , hdfc bank limited , 8.20% govt stock 2022 , lic housing finance limited , network18 media & investments limited , net receivables / (payables) , export-import bank of india , 182 dtb 23122021 , 182 dtb 16122021 , axis bank limited , icici securities limited , 8.96% punjab sdl 2022 , lic housing finance limited , 182 dtb 02122021 , ultratech cement limited , l&t finance limited , l&t housing finance limited , 9.02% u.p. sdl 2021 , 9.08% w. bengal gs 2021 , housing development finance corporation limited

    PGIM India Ultra Short Term Fund Inc Dist cum Cap Wdrl (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 Ultra Short Term Fund Inc Dist cum Cap Wdrl (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 Ultra Short Term Debt TR INR.

    PGIM India Ultra Short Term Fund Inc Dist cum Cap Wdrl (PIDCW-A) Review

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

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