PGIM India Retirement Fund – Direct Growth
₹ 1,000
Min SIP
₹ 5,000
Min Lumpsum
0.66 %
Expense Ratio
Rating
67
Fund Size (in Cr)
5 Months
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 1 yrs
-
Invested Amount--
-
Wealth Gained--
-
Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | - | - | - | 20.3% | ||||
| Category Average | 34.7% | 18.1% | 18% | - |
Scheme Allocation
By Holding
By Sector
By Asset
Advance Ratio
-13.04
Alpha
-
SD
-0.92
Beta
-
Sharpe
Exit Load
| Exit Load | Nil |
|---|
Fund Objective
The investment objective of the scheme is to provide capital appreciation and income to investors in line with their retirement goals by investing in a mix of securities comprising of equity, equity related instruments, REITs and InvITs, and fixed income securities. However, there is no assurance that the investment objective of the scheme will be achieved. The Scheme does not guarantee/ indicate any returns.
Fund Managers
Vinay Paharia
With over 16 years of experience in the financial services industry, Mr. Vinay Paharia commenced his career at Global Stockbroking Pvt. Ltd. as an equity research analyst and is currently working at Union Management Co. Pvt. Ltd. as its Chief Investment Officer. Academically, Mr. Vinay Paharia has an MMS degree in Finance from Welingkar Institute of Management and holds a CFA from the Institute of Chartered Financial Analyst of India. Mr. Paharia’s vast experience has given him a deep understanding of the mutual funds market. He currently manages more than nine Union Mutual Fund schemes with an aggregated AuM of Rs. 1,793 crores.
Risk-O-Meter
Peer Comparison
Fund Name
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- Solution Oriented .
- Retirement .
-
- 163
-
15.3%Fund Size - 163
-
9%Fund Size - 163
-
9.3%Fund Size - 163
-
- Solution Oriented .
- Retirement .
-
- 175
-
15.9%Fund Size - 175
-
8.6%Fund Size - 175
-
10.4%Fund Size - 175
-
- Solution Oriented .
- Retirement .
-
- 6,016
-
38.1%Fund Size - 6,016
-
23.7%Fund Size - 6,016
-
27.9%Fund Size - 6,016
-
- Solution Oriented .
- Retirement .
-
- 3,467
-
40.8%Fund Size - 3,467
-
20.7%Fund Size - 3,467
-
20.6%Fund Size - 3,467
-
- Solution Oriented .
- Retirement .
-
- 1,587
-
28.9%Fund Size - 1,587
-
17.6%Fund Size - 1,587
-
20.7%Fund Size - 1,587
AMC Contact Details
PGIM India Mutual Fund
AUM:
23,548 Cr
Address:
4th Floor, C Wing, Laxmi Towers,
Bandra Kurla Complex,
Bandra (East), Mumbai - 400 051
Contact:
022-61593000
Email ID:
care@pgimindia.co.in
More Funds from PGIM India Mutual Fund
Fund Name
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- Other .
- FoFs Overseas .
-
- 1,380
-
32.2%Fund Size - 1,380
-
3.6%Fund Size - 1,380
-
18.6%Fund Size - 1,380
-
- Equity .
- Large Cap .
-
- 618
-
29%Fund Size - 618
-
13.3%Fund Size - 618
-
18.5%Fund Size - 618
-
- Equity .
- ELSS .
-
- 777
-
28%Fund Size - 777
-
17.5%Fund Size - 777
-
22.5%Fund Size - 777
-
- Equity .
- Flexi Cap .
-
- 6,561
-
31%Fund Size - 6,561
-
13.4%Fund Size - 6,561
-
26.1%Fund Size - 6,561
-
- Equity .
- Mid Cap .
-
- 11,408
-
35.1%Fund Size - 11,408
-
17.9%Fund Size - 11,408
-
34.3%Fund Size - 11,408
Mutual Funds By Category
Equity
Debt
Hybrid
equity
Large Cap
Fund Name
Mid Cap
Fund Name
Small Cap
Fund Name
Multi Cap
Fund Name
ELSS
Fund Name
Dividend Yield
Fund Name
Sectoral / Thematic
Fund Name
Focused
Fund Name
debt
Ultra Short Duration
Fund Name
Liquid
Fund Name
Gilt
Fund Name
Long Duration
Fund Name
Overnight
Fund Name
Floater
Fund Name
hybrid
Arbitrage
Fund Name
Equity Savings
Fund Name
Aggressive Hybrid
Fund Name
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- Equity .
- Large Cap .
-
- 32,884
-
37.3%Fund Size - 32,884
-
23.7%Fund Size - 32,884
-
24.1%Fund Size - 32,884
-
- Equity .
- Large Cap .
-
- 14,869
-
35.7%Fund Size - 14,869
-
16.3%Fund Size - 14,869
-
23%Fund Size - 14,869
-
- Equity .
- Large Cap .
-
- 64,222
-
39%Fund Size - 64,222
-
20.9%Fund Size - 64,222
-
23%Fund Size - 64,222
-
- Equity .
- Large Cap .
-
- 2,342
-
42.8%Fund Size - 2,342
-
19.8%Fund Size - 2,342
-
22.6%Fund Size - 2,342
-
- Equity .
- Large Cap .
-
- 1,238
-
42.5%Fund Size - 1,238
-
18.9%Fund Size - 1,238
-
22.6%Fund Size - 1,238
Frequently Asked Questions
How to invest in PGIM India Retirement Fund – Direct Growth ?
You can invest in PGIM India Retirement Fund – Direct Growth in a quick and simple process. Follow the below steps;
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for PGIM India Retirement Fund – Direct Growth in the search box.
- Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"
What is the NAV of PGIM India Retirement Fund – Direct Growth ?
The NAV of PGIM India Retirement Fund – Direct Growth is ₹12 as of 13 September 2024.
How to redeem PGIM India Retirement Fund – Direct Growth holding ?
You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.
What is the minimum sip amount of PGIM India Retirement Fund – Direct Growth?
The minimum SIP amount of PGIM India Retirement Fund – Direct Growth is ₹1000
What are the top sectors PGIM India Retirement Fund – Direct Growth has invested in?
The top sectors PGIM India Retirement Fund – Direct Growth has invested in are
- Banks - 13.82%
- IT-Software - 9.02%
- Consumer Durables - 6.5%
- Retailing - 5.4%
- Healthcare Services - 5.07%
Can I make investments in both the SIP and Lump Sum schemes of PGIM India Retirement Fund – Direct Growth?
Yes, You can select both SIP or Lumpsum investment of PGIM India Retirement Fund – Direct Growth based on your investment objective and risk tolerance.
How much returns have PGIM India Retirement Fund – Direct Growth generated ?
The PGIM India Retirement Fund – Direct Growth has delivered 20.3% since inception
What is the expense ratio of PGIM India Retirement Fund – Direct Growth ?
The expense ratio of PGIM India Retirement Fund – Direct Growth is 0.66 % as of 13 September 2024.
What is the AUM of PGIM India Retirement Fund – Direct Growth?
The AUM of PGIM India Retirement Fund – Direct Growth is ₹23,548 Cr as of 13 September 2024
What are the top stock holdings of PGIM India Retirement Fund – Direct Growth?
The top stock holdings of PGIM India Retirement Fund – Direct Growth are
- ICICI Bank - 6.23%
- TCS - 3.96%
- HDFC Bank - 3.84%
- Reliance Industr - 3.54%
- Axis Bank - 3.23%
How can I redeem my investments in PGIM India Retirement Fund – Direct Growth?
Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select PGIM India Retirement Fund – Direct Growth in Scheme, enter the redemption amount, and click on submit button.
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select PGIM India Retirement Fund – Direct Growth in Scheme, enter the redemption amount, and click on submit button.