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PGIM India Retirement Fund Direct Growth
ELSS • 5Y Lock-in
Equity
Multi Cap
Very High Risk
NAV: 04 Mar '26
₹11.49
Min. for SIP
₹1,000
Fund size
₹93.66 Cr
Expense ratio
0.70%
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 3 months | ₹15,000 | ₹14,377 | -4.15% | |
| 6 months | ₹30,000 | ₹27,770 | -7.43% |
Holdings (89)
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Minimum investments
Min. for 1st investment
₹5,000
Min. for 2nd investment
₹1,000
Min. for SIP
₹1,000
Returns and rankings
Annualised returns
Absolute returns
| Name | 3M | 6M | 1Y | All |
|---|---|---|---|---|
| Fund returns | -5.2% | -5.2% | +12.8% | +16.8% |
| Category average (Equity Multi Cap) | -- | -- | +0.9% | -- |
| Rank (Equity Multi Cap) | 26 | 34 | 29 | -- |
Exit load, stamp duty and tax
Exit load
Nil
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.
Check past data
Compare similar funds
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
Kotak Multicap Fund Direct Growth | +20.71% | +23.92% | 22,709.75 | |
HSBC Multi Cap Fund Direct Growth | +16.82% | +23.19% | 5,176.73 | |
Nippon India Multi Cap Fund Direct Growth | +14.75% | +21.26% | 48,808.64 | |
ICICI Prudential Multicap Fund Direct Plan Growth | +13.08% | +19.68% | 15,845.20 | |
HDFC Multi Cap Fund Direct Growth | +12.80% | +19.17% | 19,182.58 | |
| Compare | ||||
Fund management
PPPuneet PalMar 2024 - PresentView details
PP
Puneet Pal
Mar 2024 - Present
View details
VPVinay PahariaMar 2024 - PresentView details
VP
Vinay Paharia
Mar 2024 - Present
View details
APAAnandha Padmanabhan AnjeneyanAug 2024 - PresentView details
APA
Anandha Padmanabhan Anjeneyan
Aug 2024 - Present
View details
VSVivek SharmaAug 2024 - PresentView details
VS
Vivek Sharma
Aug 2024 - Present
View details
About PGIM India Retirement Fund Direct Growth
PGIM India Retirement Fund Direct Growth is a Equity Mutual Fund Scheme launched by PGIM India Mutual Fund. This scheme was made available to investors on 13 May 2010. Puneet Pal is the Current Fund Manager of PGIM India Retirement Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹26,494 Cr and the Latest NAV as of 04 Mar 2026 is ₹11.49.
The PGIM India Retirement Fund Direct Growth is rated Very High risk. Minimum SIP Investment is set to ₹1,000. Minimum Lumpsum Investment is ₹5,000.
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Investment Objective
The scheme seeks 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.
Fund benchmarkBSE 500 Total Return Index
Fund house
Rank (total assets)#26 in India
Total AUM₹26,493.59 Cr
Date of Incorporation13 May 2010
Launch Date13 May 2010
Address7th Floor, Radhe Empire,Chandavarkar RoadBorivali (W), Mumbai Mumbai 400092
Websitewww.karvymfs.com
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,