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pgim india short duration fund direct plan growth
PGIM India Short Duration Fund Direct Plan Growth

PGIM India Short Duration Fund Direct Plan Growth

  • Low to Moderate Risk
  • Fixed Income
  • Short Duration
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NAV as on Sep 29, 2023
i
Price per unit of the scheme.
₹ 42.85340.00%1 Day Change
0.48%
Minimum Investment₹5000
Expense Ratio0.23%

FUND RATING

A holistic measure of the rank of a fund relative to its peers. Top funds receive a score of 5.
3
Scheme Rating
*Morningstar Rating Methodologyi
i

RISK-O-METER

Level of risk associated with a mutual fund to help investors make informed investment decisions
 

bt_logoFUND PERFORMANCE

As On Jan 01, 2023
Compare fund’s performance against category average across different time periods


No Data Found.
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
For calculating Category Return & Scheme Ranking, only Growth & Direct schemes are considered.

bt_logoFUND COMPARISON

1M3M6M1Y3Y5Y
This Fund
PGIM India Short Duration Fund Direct Plan Growth
VS
Fixed Income: Short Duration Average NAV
    Topper in Fixed Income: Short Duration
    All Fund


    No Data Found.
    *For the other fund, rescaled NAVs are used
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    bt_logoRETURN CALCULATOR

    Check the return on your investment in the fund
    PGIM India Short Duration Fund Direct Plan Growth
    Investment Type
    Monthly Investment
    Time Period (yrs)
    Annual Return in %
    • Invested Amount
      ₹0
    • Return
      ₹0
    • Current Value
      ₹0

    bt_logoFUND SUMMARY

    Benchmark
    CRISIL Short Duration Debt B-II TR INR
    Expense Ratio
    0.23%
    Category Avg Expense Ratio
    0.35%
    Minimum Investment (Lumpsum/SIP)
    ₹ 5000 /₹ 1000
    Lock In (Years)
    No Lock-in
    Fund Size
    ₹ 27.94 Cr(As on Sep, 2023)
    Inception Date
    Jan 01, 2013
    Turnover
    - %
    Exit Load
    Nil

    bt_logoABOUT THE FUND

    Objective: The investment objective of the Scheme is to seek to generate returns with low to medium market risk for investors by investing in a portfolio of short -medium term debt and money market securities.

    PGIM India Short Duration Fund Direct Plan Growth is an Fixed Income - Short Duration fund. The fund was launched inJan 01, 2013. Its risk level is . The NAV of the fund as onSep 29, 2023 is ₹42.85. Its expense ratio is 0.23 %. The fund has an AUM of ₹27.94 Cr.The fund is managed byBhupesh Kalyani,Puneet Pal.
    The minimum initial investment is  ₹5000 in Lumpsum mode.

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    bt_logoFUND MANAGER

    Puneet Pal
    Puneet Pal
    i
    Lead Fund Manager.
    Dec 13, 2017 - Present
    • Fund Manager Rank23Out of 24
      i
      Rank measured on the basis of consistent alpha the fund manager delivered in the same category over a period of three years (factors only Direct plan, Growth option)
    • Schemes managed19
    • Total AUM₹ 22,536.31 Cr
    • Highest Return In 1 Yr8.23 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    PGIM India Overnight Fund Direct Growth
    --
    ₹ 1,371.48
    0.44%
    -%
    Low Risk
    ₹132.43Cr
    PGIM India Credit Risk Fund Segregated Plan 1 Direct Plan Growth
    --
    --
    -%
    -%
    Low to Moderate Risk
    ₹0.00Cr
    PGIM India Balanced Advantage Fund Direct Growth
    --
    ₹ 16.93
    -0.99%
    -0.48%
    Very High Risk
    ₹948.61Cr
    PGIM India Overnight Fund Direct Growth
    Low Risk--
    • NAV₹ 1,371.48
    • Fund Size₹132.43Cr
    Fund Return0.44%
    Category Return--
    PGIM India Credit Risk Fund Segregated Plan 1 Direct Plan Growth
    Low to Moderate Risk--
    • NAV--
    • Fund Size₹0.00Cr
    Fund Return--
    Category Return--
    PGIM India Balanced Advantage Fund Direct Growth
    Very High Risk--
    • NAV₹ 16.93
    • Fund Size₹948.61Cr
    Fund Return-0.99%
    Category Return-0.48%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Bhupesh Kalyani
    Bhupesh Kalyani
    i
    Lead Fund Manager.
    Sep 13, 2022 - Present
    • Schemes managed13
    • Total AUM₹ 3,066.17 Cr
    • Highest Return In 1 Yr8.59 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    PGIM India Overnight Fund Direct Growth
    --
    ₹ 1,371.48
    0.44%
    -%
    Low Risk
    ₹132.43Cr
    PGIM India Large Cap Fund Direct Plan Growth
    ₹ 417.32
    -0.89%
    -0.65%
    Very High Risk
    ₹604.89Cr
    PGIM India CRISIL IBX Gilt Index - Apr 2028 Fund Direct Growth
    --
    ₹ 12.49
    0.46%
    -%
    Moderate Risk
    ₹24.94Cr
    PGIM India Overnight Fund Direct Growth
    Low Risk--
    • NAV₹ 1,371.48
    • Fund Size₹132.43Cr
    Fund Return0.44%
    Category Return--
    PGIM India Large Cap Fund Direct Plan Growth
    Very High Risk
    • NAV₹ 417.32
    • Fund Size₹604.89Cr
    Fund Return-0.89%
    Category Return-0.65%
    PGIM India CRISIL IBX Gilt Index - Apr 2028 Fund Direct Growth
    Moderate Risk--
    • NAV₹ 12.49
    • Fund Size₹24.94Cr
    Fund Return0.46%
    Category Return--
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoDETAILED PORTFOLIO

    As on Sep, 2023
    EQUITY (-%)
    DEBT (71.03%)
    CASH (28.97%)
    Allocation by Market Cap

    No Data For Allocation

    Industry Holdings
    • -%
    Stock Holdings
    No Data For Allocation

    bt_logoPERFORMANCE MEASURES

    Fund evaluation across critical parameters for better decision making. Study period is 3 years.
    • Consistency
      i
      It represents the consistency of a fund in beating its benchmark.
    • Downside Risk
      i
      Measured by Maximum Drawdown which shows the maximum loss from a peak to a nadir over a specified time period
    • Risk Adjusted Return
      i
      Risk adjusted return represents the return generated after factoring the risk taken to achieve it.
    • Volatility
      i
      Volatility represents the standard deviation of fund returns that is, how much the fund returns have deviated from the average.
    • Upside Capture Ratio
      i
      Fund performance relative to the index when the market is up. An upside capture ratio of >100 indicates better fund performance.
    • Downside Capture Ratio
      i
      Fund performance relative to the index when the market is down. A downside capture ratio of <100 indicates better fund performance.

    bt_logoHISTORICAL RISK MEASURES

    Statistical measures to evaluate mutual fund risk. All ratios are calculated for a three-year time duration.
    • Alpha: Excess return of the fund over benchmark
      i
      Any Alpha above zero is considered good. However, for comparison, a fund with a higher Alpha is considered better. Alpha is normally used in conjunction with Beta. If the Beta is high, it implies that the fund manager took a high risk to generate Alpha.
      -0.25
      This Fund
      VS
      -0.11
      Category Avg
    • R-Squared: How well the fund tracks benchmark
      i
      R-Squared measures the correlation of fund returns and its benchmark returns. It varies between 0 and 1. The metric, Beta makes no sense if R-Squared is equal to zero. Thus, both Beta and R-Squared should be used in conjunction. A fund with a high R-Squared and low Beta is considered a less risky fund.
      87.37
      This Fund
      VS
      65.91
      Category Avg
    • Beta: Risk of the fund in relation to benchmark
      i
      Beta >1 indicates that the fund is more volatile than its benchmark while Beta < 1 indicates that the fund is less volatile than its benchmark. The Beta of the benchmark is equal to 1.
      0.66
      This Fund
      VS
      0.91
      Category Avg
    • Sharpe Ratio: Risk adjusted return of the fund
      i
      Sharpe Ratio is a measure of return per unit of risk. A higher Sharpe ratio indicates better risk adjusted return given by the fund.
      0.06
      This Fund
      VS
      -0.34
      Category Avg
    • Sortino Ratio: Return per unit of bad risk
      i
      A variation of Sharpe ratio, Sortino considers only the downside risk. Unlike Sharpe ratio which considers both good risk and bad risk, Sortino factors only the bad risk. A high Sortino ratio indicates better return for each unit of downside risk.
      0.09
      This Fund
      VS
      0.10
      Category Avg
    • Standard Devation: Volatility of the fund
      i
      Standard deviation is a measure of dispersion of fund returns from its average return. A fund with a higher Standard deviation is more volatile than a fund with a low standard deviation.
      1.04
      This Fund
      VS
      1.68
      Category Avg
    Benchmark used in calculation : S&P BSE 500 India TR INR

    bt_logoPEER ANALYSIS

    1M
    3M
    6M
    1Y
    3Y
    5Y
    • card
    • table
    Fund NameMorningstar RatingNAV Fund Return Category ReturnRisk Fund Size
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoTOP FUNDS FROM THIS AMC

    1M
    3M
    6M
    1Y
    3Y
    5Y
    • card
    • table
    Fund NameMorningstar RatingNAV Fund Return Category Return Risk Fund Size (Cr)
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoABOUT THE AMC

    company icon
    PGIM India Asset Management Private Limited
    PGIM India Asset Management Private Limited manages assets worth ₹ 28,202.68 crores. It’s current offering of mutual fund schemes includes 12 equity, 14 debt and 5 hybrid schemes.
    phone icon
    Phone
    +91 22 61593000
    mail icon
    Email
    aum
    AUM
    ₹ 28,202.68 Cr (
    As on Nov 30, 2025
    )
    location
    Address
    Nirlon House, 2nd Floor, Mumbai,400 030

    bt_logoFAQ's

    What is the category of PGIM India Short Duration Fund Direct Plan Growth ?
    The category of PGIM India Short Duration Fund Direct Plan Growth is Fixed Income - Short Duration
    What is the current NAV of PGIM India Short Duration Fund Direct Plan Growth ?
    The current NAV of PGIM India Short Duration Fund Direct Plan Growth as on Sep 29, 2023 is ₹42.85
    How safe is PGIM India Short Duration Fund Direct Plan Growth ?
    The risk level of PGIM India Short Duration Fund Direct Plan Growth is Low to Moderate.
    What are short term returns given by PGIM India Short Duration Fund Direct Plan Growth ?
    The return given by PGIM India Short Duration Fund Direct Plan Growth in 1 month is 0.48%, 3 months is 1.33%, 6 months is 3.42%, and 1 year is 6.73%
    What are the long term returns given by PGIM India Short Duration Fund Direct Plan Growth ?
    The return given by PGIM India Short Duration Fund Direct Plan Growth in 3 years is 4.94% and 5 years is 4.79%.
    What is the expense ratio of PGIM India Short Duration Fund Direct Plan Growth ?
    The expense ratio of PGIM India Short Duration Fund Direct Plan Growth is 0.23%
    What is the AUM of PGIM India Short Duration Fund Direct Plan Growth ?
    The assets under Management (AUM) of PGIM India Short Duration Fund Direct Plan Growth is Rs 27.94 crores.
    What is the minimum investment in PGIM India Short Duration Fund Direct Plan Growth ?
    The minimum Lumpsum investment in PGIM India Short Duration Fund Direct Plan Growth is ₹5,000.00 and the minimum SIP investment in PGIM India Short Duration Fund Direct Plan Growth is ₹1,000.00
    What is the asset allocation of PGIM India Short Duration Fund Direct Plan Growth?
    PGIM India Short Duration Fund Direct Plan Growth has an exposure of 71.03% in Debt and 28.97% in Cash & Money Market Securities

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