PGIM India Retirement Fund - Regular Plan - Growth Option

Fund House: PGIM India Mutual Fund
Category: Retirement Fund
Launch Date: 15-04-2024
Asset Class:
Benchmark: BSE 500 TRI
TER: 2.31% As on (31-10-2024)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: -
Turn over: - | Exit Load: .

11.36

13.7%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY 500 TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
There is no value for 2x
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

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.

Current Asset Allocation (%)

Indicators

Standard Deviation -
Sharpe Ratio -
Alpha -
Beta -
Yield to Maturity -
Average Maturity -

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
PGIM India Retirement Fund - Regular Plan - Growth Option 15-04-2024 - - - - -
ICICI Prudential Retirement Fund - Pure Equity - Growth Option 01-02-2019 38.39 30.76 20.74 23.44 -
ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option 02-02-2019 32.97 25.68 16.84 18.05 -
Axis Retirement Savings Fund - Dynamic Plan - Regular Growth 20-12-2019 32.13 20.41 11.01 - -
Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option 05-02-2015 31.37 25.16 16.78 16.41 -
Axis Retirement Savings Fund - Aggressive Plan - Regular Growth 01-12-2019 27.16 18.91 9.52 - -
Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth 10-03-2019 27.11 18.89 12.13 13.16 -
HDFC Retirement Savings Fund - Equity Plan - Growth Option 07-02-2016 26.94 25.15 19.14 23.57 -
Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option 01-11-2011 25.12 22.63 13.38 15.69 13.82
Union Retirement Fund - Regular Plan - Growth Option 22-09-2022 23.76 22.03 - - -

Scheme Characteristics

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

26.89%

Others

0.55%

Large Cap

41.38%

Mid Cap

27.37%

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