PGIM India Short Duration Fund Direct Growth

Debt
Short Duration
Low to Moderate Risk
5.52%
3Y annualised
+0.02% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 31 Mar 2023₹41.44
Min. SIP amount₹1,000
Rating3
Fund size₹29.21Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Debt Short Duration
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns4.6%5.5%4.5%7.1%
Category average4.1%5.5%5.7%NA
Rank with in category91620NA
Understand terms

Holdings (11)

NameSectorInstrumentAssets
GOI
SovereignGOI Sec14.6%
GOI
SovereignGOI Sec8.2%
Power Finance Corporation Ltd.FinancialBonds7.3%
HDFC Bank Ltd.
FinancialCD6.8%
Muthoot Finance Ltd.FinancialDebenture5.1%
Food Corporation of India
Consumer StaplesBonds3.4%
SBI Cards And Payment Services Ltd.FinancialBonds/NCD3.4%
GOISovereignGOI Sec2.7%
Reserve Bank of India
FinancialT-Bills1.7%
GOISovereignGOI Sec1.0%
See All

Pros and cons

Category: Debt Short Duration

Pros

Cons

Exit load is zero
5Y and 10Y annualised returns lower than category average
Average credit rating of the fund's holdings: AAA This fund has holdings of the highest quality
Higher expense ratio: 0.6%
Consistently higher annualised returns than category average for the past 1Y and 3Y

Expense ratio, exit load and tax

Expense ratio: 0.60%

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

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

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹5,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹1,000

Fund management

Puneet Pal
Dec 2017 - Present
View details

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.
Also manages these schemes

Bhupesh Kalyani
Sep 2022 - Present
View details

Education
Mr. Kalyani is a CA, ICWA and CISA.
Experience
Prior to joining PGIM India Mutual Fund, he was associated with IDBI AMC, LIC Mutual Fund, Edelweiss Mutual Fund, Tata Mutual Fund and Star Union Dai-ichi life Insurance C.o. Ltd.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
4th Floor, C Wing,Laxmi Towers,Bandra Kurla Complex, Bandra (East), Mumbai 400051
Phone
022-61593000 / 1800-266-2667
Launch Date
13 May 2010
Website
NA
PGIM India Mutual Fund
Asset Management Company
Custodian
Standard Chartered Bank
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,

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