PGIM India Retirement Fund - Regular Plan - IDCW Payout Option

Fund House: PGIM India Mutual Fund
Category: Retirement Fund
Launch Date: 15-04-2024
Asset Class: Equity
Benchmark: BSE 500 TRI
TER: 2.32% As on (28-02-2025)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 66 Cr As on 28-02-2025(Source:AMFI)
Turn over: - | Exit Load: .

10.97

9.8%

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 - IDCW Payout Option 15-04-2024 - - - - -
Aditya Birla Sun Life Retirement Fund-The 40s Plan-Regular Plan-Growth 01-03-2019 10.94 19.51 11.98 15.6 -
UTI Retirement Fund - Regular Plan 26-12-1994 9.59 15.83 11.74 16.15 9.25
Axis Retirement Fund - Dynamic Plan - Regular Growth 05-12-2019 9.09 21.62 13.01 15.29 -
Axis Retirement Fund - Aggressive Plan - Regular Growth 01-12-2019 8.9 21.17 11.57 15.44 -
Tata Retirement Savings Fund- Moderate Plan-Regular Plan-Growth Option 01-11-2011 8.83 20.6 12.84 18.73 11.39
Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth 10-03-2019 7.84 20.08 12.32 17.6 -
Franklin India Pension Plan-Growth 31-03-1997 7.82 13.5 10.03 11.28 7.97
Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option 01-11-2011 7.7 22.63 13.56 20.35 12.19
Nippon India Retirement Fund- Income Generation Scheme-Growth Plan - Growth Option 05-02-2015 7.67 11.23 8.42 8.1 7.12

Scheme Characteristics

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

28.32%

Others

3.11%

Large Cap

42.31%

Mid Cap

26.26%

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