PGIM India Short Duration Fund

Debt · Short Duration
 · ★★★
1,000
Min SIP
5,000
Min Lumpsum
0.23 %
Expense Ratio
★★★
Rating
27
Fund Size (in Cr)
10 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
  • Invested Amount
    --
  • Wealth Gained
    --
  • Expected Amount
    --

Scheme Performance

Returns and Ranks ( as on 26 May 2023 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 6.6% 5.2% 4.9% 7.1%
Category Average 16.6% 28.4% 13.5% -

Scheme Allocation

By Holding
By Sector
By Asset
C C I
29.89%
Power Fin.Corpn.
8.57%
HDFC Bank
7.79%
Muthoot Finance
5.91%
Food Corp of Ind
3.98%
Others
43.86%
Others
100%
Govt Securities / Sovereign
60.53%
Corporate Debentures
13.16%
Reverse Repos
12.62%
Certificate of Deposit
6.81%
T-Bills
5.12%
Others
1.76%

Advance Ratio

0.33
Alpha
0.4
SD
0.05
Beta
1.03
Sharpe

Exit Load

Exit Load Nil

Fund 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 can be no assurance that the investment objective of the Scheme will be achieved. The Scheme does not guarantee/indicate any returns.

Fund Managers

Puneet Pal

With seventeen (17) years of experience in the debt market, Mr Puneet Pal is associated with PGIM India Mutual Fund as the Head – Fixed Income. He joined PGIM AMC in December 2017. Before joining PGIM AMC, Mr Pal was associated with BNP Paribas AMC as Head of Fixed Income, UTI AMC as Sr. Vice President and Fund Manager, Tata AMC as Fund Manager – Fixed Income, and UTI AMC as Fund Manager – Fixed Income. Mr Naha has pursued MBA in Finance from Symbiosis International University.

Mr Puneet Pal currently manages Flexi Cap Fund, Large Cap Fund, Short Duration Fund, Corporate Bond Fund, Dynamic Bond Fund, etc., at PGIM AMC.

Risk-O-Meter

Peer Comparison

Fund Name

AMC Contact Details

PGIM India Mutual Fund
AUM:
16,492 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

Frequently Asked Questions

How to invest in PGIM India Short Duration Fund ?

You can invest in PGIM India Short Duration Fund 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 Short Duration Fund 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 Short Duration Fund ?

The NAV of PGIM India Short Duration Fund is ₹42.1 as of 26 May 2023.

How to redeem PGIM India Short Duration Fund 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 Short Duration Fund?

The minimum SIP amount of PGIM India Short Duration Fund is ₹1000

How much returns have PGIM India Short Duration Fund generated ?

The PGIM India Short Duration Fund has delivered 7.1% since inception

What is the expense ratio of PGIM India Short Duration Fund ?

The expense ratio of PGIM India Short Duration Fund is 0.23 % as of 26 May 2023.

What is the AUM of PGIM India Short Duration Fund?

The AUM of PGIM India Short Duration Fund is ₹16,492 Cr as of 26 May 2023

What are the top stock holdings of PGIM India Short Duration Fund?

The top stock holdings of PGIM India Short Duration Fund are
  1. C C I - 29.89%
  2. GSEC - 17.02%
  3. Power Fin.Corpn. - 8.57%
  4. HDFC Bank - 7.79%
  5. Muthoot Finance - 5.91%
Invest Now