PGIM India Short Maturity Fund Growth+0.06%

1Groww
1.08%
1 Year Return
Debt
Short Duration
1.0 star
6M
1Y
3Y
5Y
All

Fund Details

PGIM India Short Maturity Fund Growth

RiskModerate
Min SIP Amount₹500
Expense Ratio1.32%
NAV32.93 (15 Nov 2019)
Fund Started21 Jan 2003
Fund Size84 Cr

Returns

1Y
3Y*
5Y*
Since inception*
PGIM India Short Maturity Fund Growth
1.1%
4.3%
6.3%
7.3%
Category Average
9.6%
NA
NA
-
Rank within category
28
26
26
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    0
    with 1.1% annual returns

    Comparison

    Data not available
    Pros
    1. Age is more than 10 years
    Cons
    1. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
    2. Risk-adjusted returns are lower compared to the category
    3. Risk is higher compared to the benchmark
    4. 1Y Returns are lower than the benchmark
    5. 3Y Returns are lower than the benchmark
    6. 5Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    Hindustan Petroleum Corpn. Ltd.EnergyDebenture10.2%
    REC Ltd.FinancialDebenture9.6%
    Yes Bank Ltd.FinancialBonds8.7%
    Small Industries Devp. Bank of India Ltd.FinancialDebenture8.5%
    Reliance Jio Infocomm Ltd.CommunicationDebenture7.5%
    National Bank For Agriculture & Rural DevelopmentFinancialDebenture7.2%
    GOISovereignGOI Sec6.2%
    Power Finance Corpn. Ltd.FinancialBonds6.0%
    Reliance Industries Ltd.EnergyNCD6.0%
    Bharat Petroleum Corpn. Ltd.EnergyDebenture5.3%
    See All

    Fund Managers

    addPuneet Pal
    Education
    Mr. Pal is a B.Com (H) and MBA from SIBM Pune.
    Experience
    Prior to joining PGIM India Mutual Fund, he has worked with BNP Paribas AMC as Head Fixed Income, UTI AMC as Sr. Vice President & Fund Manager & TATA AMC as Fund Manager.
    Funds Managed
    addKumaresh Ramakrishnan
    Education
    Mr. Ramakrishnan is a B.E from Mumbai University and MBA from NMIMS (Mumbai).
    Experience
    Prior to joining PGIM India Mutual Fund he has worked with DWS AMC, Societe Generale and CARE.
    Funds Managed

    Other Details

    PGIM India Short Maturity Fund Growth is a Debt Mutual Fund Scheme launched by DHFL Pramerica Mutual Fund. This scheme was introduced to investors on 21 Jan 2003. Puneet Pal, Kumaresh Ramakrishnan is the Current Fund Manager of PGIM India Short Maturity Fund Growth.The fund currently has an Asset Under Management(AUM) of ₹84 Cr and the Latest NAV as of 15 Nov 2019 is ₹32.93.

    The PGIM India Short Maturity Fund Growth is rated Moderate risk. Minimum SIP Investment is 500. Minimum Lumpsum Investment is 5000. Exit load of 0.50% if redeemed within 6 months.

    Investment Objective

    The investment objective of the scheme is to generate steady returns with low volatility by investing in short-medium term debt and money market securities.

    Tax Implications

    Returns are taxed as per your Income Tax slab, if sold before 3 years. Negligible Tax (20% with indexation benefit) post 3 years.

    Scheme Information Document(SID)

    ₹5000
    Min for First Investment
    ₹1000
    Min for Second Investment
    Exit load of 0.50% if redeemed within 6 months
    Exit Load

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    About DHFL Pramerica Mutual Fund

    Address
    Nirlon House, 2nd Floor, Dr. Annie Besant Road, Worli, Mumbai - 400 030
    Phone
    022-61593000
    Launch Date
    12 May 2010
    DHFL Pramerica Mutual Fund
    Asset Management Company
    Custodian
    Standard Chartered Bank
    Registrar & Transfer Agent
    Karvy
    Address
    Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
    Invest Now
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