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ਚੋਟੀ ਦੀਆਂ 10 ਵਧੀਆ DHFL ਪ੍ਰਮੇਰਿਕਾ/PGIM ਇੰਡੀਆ ਮਿਉਚੁਅਲ ਫੰਡ ਸਕੀਮਾਂ 2022

ਫਿਨਕੈਸ਼ »DHFL/PGIM ਇੰਡੀਆ ਮਿਉਚੁਅਲ ਫੰਡ »ਵਧੀਆ ਪੀਜੀਆਈਐਮ ਮਿਉਚੁਅਲ ਫੰਡ ਸਕੀਮਾਂ

2022 ਲਈ 10 ਵਧੀਆ DHFL ਪ੍ਰਮੇਰਿਕਾ/PGIM ਮਿਉਚੁਅਲ ਫੰਡ ਸਕੀਮਾਂ

Updated on March 29, 2025 , 2213 views

ਡੀਐਚਐਫਐਲ ਪ੍ਰਮੇਰਿਕਾ ਮਿਉਚੁਅਲ ਫੰਡ, ਜਿਸਦਾ ਨਾਮ ਹਾਲ ਹੀ ਵਿੱਚ ਬਦਲਿਆ ਗਿਆ ਹੈਪੀਜੀਆਈਐਮ ਇੰਡੀਆ ਮਿਉਚੁਅਲ ਫੰਡ, ਭਾਰਤ ਵਿੱਚ ਬਹੁਤ ਵਧ ਰਿਹਾ ਹੈਮਿਉਚੁਅਲ ਫੰਡ ਉਦਯੋਗ. ਪੀਜੀਆਈਐਮ ਇੰਡੀਆ ਮਿਉਚੁਅਲ ਫੰਡ ਦੁਆਰਾ ਪੇਸ਼ ਕੀਤੀਆਂ ਗਈਆਂ ਕਈ ਸਕੀਮਾਂ ਜਿਵੇਂ- ਇਕੁਇਟੀ, ਕਰਜ਼ਾ, ਹਾਈਬ੍ਰਿਡ, ਅੰਤਰਰਾਸ਼ਟਰੀ FOF।

ਨਿਵੇਸ਼ਕ ਜੋ ਲੰਬੇ ਸਮੇਂ ਲਈ ਨਿਵੇਸ਼ ਕਰਨਾ ਚਾਹੁੰਦੇ ਹਨ ਅਤੇ ਉੱਚ-ਜੋਖਮ ਦੀ ਭੁੱਖ ਰੱਖਦੇ ਹਨ, ਨਿਵੇਸ਼ ਕਰ ਸਕਦੇ ਹਨਇਕੁਇਟੀ ਫੰਡ, ਜਦੋਂ ਕਿ ਇੱਕ ਖਤਰੇ ਦੇ ਵਿਰੁੱਧਨਿਵੇਸ਼ਕ ਨੂੰ ਤਰਜੀਹ ਦੇਣੀ ਚਾਹੀਦੀ ਹੈਨਿਵੇਸ਼ ਕਰਜ਼ਾ ਫੰਡ ਵਿੱਚ. ਤੁਸੀਂ ਪੀਜੀਆਈਐਮ ਸਕੀਮਾਂ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰ ਸਕਦੇ ਹੋ ਜਾਂ ਤਾਂ ਏSIP ਰਸਤਾ ਜਾਂ ਇੱਕਮੁਸ਼ਤ ਰਸਤਾ। ਨਿਵੇਸ਼ ਦੇ ਇੱਕਮੁਸ਼ਤ ਮੋਡ ਵਿੱਚ, ਨਿਵੇਸ਼ਕ ਆਪਣੇ ਨਿਵੇਸ਼ ਦੇ ਹਿੱਸੇ ਵਜੋਂ ਇੱਕ-ਵਾਰ ਭੁਗਤਾਨ ਕਰ ਸਕਦੇ ਹਨ। ਜਦੋਂ ਕਿ ਇੱਕ SIP ਵਿੱਚ, ਨਿਵੇਸ਼ਕ ਨਿਯਮਤ ਅੰਤਰਾਲਾਂ ਜਿਵੇਂ ਕਿ ਮਾਸਿਕ/ਤਿਮਾਹੀ/ਸਲਾਨਾ ਸਮੇਂ ਦੀ ਮਿਆਦ ਲਈ ਨਿਵੇਸ਼ ਕਰ ਸਕਦੇ ਹਨ। ਇੱਕਮੁਸ਼ਤ ਰਕਮ ਵਿੱਚ ਘੱਟੋ-ਘੱਟ ਰਕਮ INR 5000 ਹੈ, ਜਦੋਂ ਕਿ ਇੱਕ SIP ਵਿੱਚ ਇਹ INR 500 ਜਿੰਨੀ ਘੱਟ ਹੈ।

ਨਿਵੇਸ਼ ਕਰਨ ਦੀ ਯੋਜਨਾ ਬਣਾ ਰਹੇ ਨਿਵੇਸ਼ਕ ਹੇਠਾਂ ਸੂਚੀਬੱਧ ਚੋਟੀ ਦੀਆਂ 10 ਸਰਵੋਤਮ ਪੀਜੀਆਈਐਮ ਇੰਡੀਆ ਮਿਉਚੁਅਲ ਫੰਡ ਸਕੀਮਾਂ ਵਿੱਚੋਂ ਇੱਕ ਫੰਡ ਚੁਣ ਸਕਦੇ ਹਨ। ਇਹਨਾਂ ਫੰਡਾਂ ਨੂੰ ਕੁਝ ਮਾਪਦੰਡ ਜਿਵੇਂ ਕਿ ਏ.ਯੂ.ਐਮ.ਨਹੀ ਹਨ, ਪਿਛਲੇ ਪ੍ਰਦਰਸ਼ਨ, ਪੀਅਰ ਔਸਤ ਰਿਟਰਨ, ਆਦਿ।

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PGIM-MF

DHFL ਮਿਉਚੁਅਲ ਫੰਡ ਬਾਰੇ ਮਹੱਤਵਪੂਰਨ ਜਾਣਕਾਰੀ

ਜੁਲਾਈ 2019 ਤੋਂ, DHFL ਮਿਉਚੁਅਲ ਫੰਡ ਦਾ ਨਾਮ ਬਦਲ ਕੇ ਪੀਜੀਆਈਐਮ ਇੰਡੀਆ ਮਿਉਚੁਅਲ ਫੰਡ ਰੱਖਿਆ ਗਿਆ ਹੈ। PGIM ਇੰਡੀਆ ਨੇ DHFL- PGIM ਸੰਪਤੀ ਪ੍ਰਬੰਧਨ ਵਿੱਚ 100% ਹਿੱਸੇਦਾਰੀ ਹਾਸਲ ਕੀਤੀ ਹੈ।

ਪੀਜੀਆਈਐਮ ਇੰਡੀਆ ਮਿਉਚੁਅਲ ਫੰਡ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਿਉਂ ਕਰੀਏ?

  • ਨਿਵੇਸ਼ਕ ਇੱਕ ਵੱਡੇ ਵਿੱਚੋਂ ਚੁਣ ਸਕਦੇ ਹਨਰੇਂਜ ਸਕੀਮਾਂ ਦਾ। ਇਹ ਲਾਰਜ-ਕੈਪ ਫੋਕਸਡ ਵਿਵਿਧ ਇਕੁਇਟੀ, ਡਾਇਨਾਮਿਕ ਦੀ ਪੇਸ਼ਕਸ਼ ਕਰਦਾ ਹੈਸੰਪੱਤੀ ਵੰਡ,ਤਰਲ ਫੰਡ, ਵਿਕਲਪਿਕ ਪਰਿਪੱਕਤਾ ਯੋਜਨਾ, ਅਤੇ ਕ੍ਰੈਡਿਟ ਮੌਕਾਕਰਜ਼ਾ ਫੰਡ.

  • PGIM ਜਾਂ DHFL ਪ੍ਰਮੇਰਿਕਾ ਸਕੀਮਾਂ ਨੂੰ ਸਟੀਕ ਨਾਲ ਤਿਆਰ ਕੀਤਾ ਗਿਆ ਹੈਬਜ਼ਾਰ ਨਿਰਣਾ. ਇਹ ਸਕੀਮਾਂ ਮਾਰਕੀਟ ਤੋਂ ਅੱਗੇ ਹਨ ਅਤੇ ਬਿਹਤਰ ਰਿਟਰਨ ਦਿੰਦੀਆਂ ਹਨ। ਨਾਲ ਹੀ, ਏਪੂੰਜੀ ਪ੍ਰਸ਼ੰਸਾ ਲੰਬੇ ਸਮੇਂ ਲਈ ਸਰਗਰਮੀ ਨਾਲ ਪ੍ਰਬੰਧਿਤ ਕੀਤੀ ਗਈ ਪੇਸ਼ਕਸ਼ ਕੀਤੀ ਸਕੀਮਾਂ ਮਜ਼ਬੂਤ ਅਤੇ ਸਾਬਤ ਹੋਏ ਟਰੈਕ ਰਿਕਾਰਡ ਵਾਲੀਆਂ ਕੰਪਨੀਆਂ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰਦੀਆਂ ਹਨ।

  • ਉਨ੍ਹਾਂ ਕੋਲ ਸ਼ਾਨਦਾਰ ਹੈਖਤਰੇ ਦਾ ਮੁਲਾਂਕਣ ਨਿਵੇਸ਼ਕ ਪ੍ਰੋਫਾਈਲ ਦੇ ਸਬੰਧ ਵਿੱਚ। ਇਕੁਇਟੀ ਫੰਡ ਮਜ਼ਬੂਤ ਜੋਖਮ ਪ੍ਰਬੰਧਨ ਦੁਆਰਾ ਸਮਰਥਤ ਹੁੰਦੇ ਹਨ ਜਦੋਂ ਕਿ ਕ੍ਰੈਡਿਟ ਮੌਕੇ ਰਿਣ ਫੰਡ ਮੱਧਮ ਜੋਖਮ ਦੀ ਪੇਸ਼ਕਸ਼ ਕਰਦੇ ਹਨ।

  • ਪੀਜੀਆਈਐਮ ਇੰਡੀਆ ਮਿਉਚੁਅਲ ਫੰਡ ਆਪਣੇ ਆਪ ਨੂੰ ਨਵੀਨਤਾਕਾਰੀ ਨਿਵੇਸ਼ਕ-ਕੇਂਦ੍ਰਿਤ ਹੱਲ ਦੇਣ 'ਤੇ ਮਾਣ ਮਹਿਸੂਸ ਕਰਦਾ ਹੈ।

ਵਧੀਆ ਪੀਜੀਆਈਐਮ ਇੰਡੀਆ ਮਿਉਚੁਅਲ ਫੰਡ ਸਕੀਮਾਂ

FundNAVNet Assets (Cr)Min InvestmentMin SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)Since launch (%)2024 (%)
PGIM India Credit Risk Fund Growth ₹15.5876
↑ 0.00
₹39 5,000 1,000 0.64.48.434.26.3
PGIM India Insta Cash Fund Growth ₹334.369
↑ 0.06
₹391 5,000 1,000 1.83.67.36.75.47.17.3
PGIM India Low Duration Fund Growth ₹26.0337
↑ 0.01
₹104 5,000 1,000 1.53.36.34.51.36.1
PGIM India Short Maturity Fund Growth ₹39.3202
↓ 0.00
₹28 5,000 1,000 1.23.16.14.246.8
PGIM India Equity Savings Fund Growth ₹47.9538
↑ 0.00
₹68 5,000 1,000 116.46.410.17.77.3
PGIM India Gilt Fund Growth ₹29.8766
↑ 0.01
₹114 5,000 1,000 2.63.18.56.75.76.98.9
PGIM India Arbitrage Fund Growth ₹18.0907
↑ 0.00
₹89 5,000 1,000 1.83.576.255.87.1
PGIM India Banking & PSU Debt Fund Growth ₹21.311
↑ 0.00
₹46 5,000 1,000 1.43.46.64.777.4
PGIM India Large Cap Fund Growth ₹317.94
↓ -0.06
₹531 5,000 1,000 -2.4-9.93.710.719.516.99.4
PGIM India Euro Equity Fund Growth ₹15.54
↓ -0.30
₹96 5,000 1,000 -0.61.615.43.65.12.520.6
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 21 Jan 22

1. PGIM India Credit Risk Fund

(Erstwhile DHFL Pramerica Credit Opportunities Fund)

The investment objective of the Scheme is to generate income and capital appreciation by investing predominantly in corporate debt. There can be no assurance that the investment objective of the Scheme will be realized.

PGIM India Credit Risk Fund is a Debt - Credit Risk fund was launched on 29 Sep 14. It is a fund with Moderate risk and has given a CAGR/Annualized return of 6.3% since its launch.  Ranked 2 in Credit Risk category. .

Below is the key information for PGIM India Credit Risk Fund

PGIM India Credit Risk Fund
Growth
Launch Date 29 Sep 14
NAV (21 Jan 22) ₹15.5876 ↑ 0.00   (0.01 %)
Net Assets (Cr) ₹39 on 31 Dec 21
Category Debt - Credit Risk
AMC Pramerica Asset Managers Private Limited
Rating
Risk Moderate
Expense Ratio 1.85
Sharpe Ratio 1.73
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 1,000
Exit Load 0-1 Years (1%),1 Years and above(NIL)
Yield to Maturity 5.01%
Effective Maturity 7 Months 2 Days
Modified Duration 6 Months 14 Days

Growth of 10,000 investment over the years.

DateValue
31 Mar 20₹10,000
31 Mar 21₹10,565

PGIM India Credit Risk Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹180,000
expected amount after 3 Years is ₹194,235.
Net Profit of ₹14,235
Invest Now

Returns for PGIM India Credit Risk Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 21 Jan 22

DurationReturns
1 Month 0.3%
3 Month 0.6%
6 Month 4.4%
1 Year 8.4%
3 Year 3%
5 Year 4.2%
10 Year
15 Year
Since launch 6.3%
Historical performance (Yearly) on absolute basis
YearReturns
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
Fund Manager information for PGIM India Credit Risk Fund
NameSinceTenure

Data below for PGIM India Credit Risk Fund as on 31 Dec 21

Asset Allocation
Asset ClassValue
Debt Sector Allocation
SectorValue
Credit Quality
RatingValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

2. PGIM India Insta Cash Fund

(Erstwhile DHFL Pramerica Insta Cash Plus Fund)

To generate steady returns along with high liquidity by investing in a portfolio of short-term, high quality money market and debt instruments.

PGIM India Insta Cash Fund is a Debt - Liquid Fund fund was launched on 5 Sep 07. It is a fund with Low risk and has given a CAGR/Annualized return of 7.1% since its launch.  Ranked 4 in Liquid Fund category.  Return for 2024 was 7.3% , 2023 was 7% and 2022 was 4.8% .

Below is the key information for PGIM India Insta Cash Fund

PGIM India Insta Cash Fund
Growth
Launch Date 5 Sep 07
NAV (31 Mar 25) ₹334.369 ↑ 0.06   (0.02 %)
Net Assets (Cr) ₹391 on 28 Feb 25
Category Debt - Liquid Fund
AMC Pramerica Asset Managers Private Limited
Rating
Risk Low
Expense Ratio 0.27
Sharpe Ratio 3.89
Information Ratio -2.6
Alpha Ratio -0.04
Min Investment 5,000
Min SIP Investment 1,000
Exit Load NIL
Yield to Maturity 7.17%
Effective Maturity 1 Month 24 Days
Modified Duration 1 Month 21 Days

Growth of 10,000 investment over the years.

DateValue
31 Mar 20₹10,000
31 Mar 21₹10,360
31 Mar 22₹10,711
31 Mar 23₹11,314
31 Mar 24₹12,123
31 Mar 25₹13,011

PGIM India Insta Cash Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹180,000
expected amount after 3 Years is ₹197,169.
Net Profit of ₹17,169
Invest Now

Returns for PGIM India Insta Cash Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 21 Jan 22

DurationReturns
1 Month 0.7%
3 Month 1.8%
6 Month 3.6%
1 Year 7.3%
3 Year 6.7%
5 Year 5.4%
10 Year
15 Year
Since launch 7.1%
Historical performance (Yearly) on absolute basis
YearReturns
2024 7.3%
2023 7%
2022 4.8%
2021 3.3%
2020 4.2%
2019 6.7%
2018 7.4%
2017 6.7%
2016 7.7%
2015 8.4%
Fund Manager information for PGIM India Insta Cash Fund
NameSinceTenure
Bhupesh Kalyani13 Sep 222.55 Yr.
Puneet Pal16 Jul 222.71 Yr.

Data below for PGIM India Insta Cash Fund as on 28 Feb 25

Asset Allocation
Asset ClassValue
Cash99.4%
Other0.6%
Debt Sector Allocation
SectorValue
Cash Equivalent73.71%
Corporate20.53%
Government5.16%
Credit Quality
RatingValue
AAA100%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Clearing Corporation Of India Ltd.
CBLO/Reverse Repo | -
12%₹43 Cr
Indian Bank
Certificate of Deposit | -
7%₹25 Cr2,500,000
Union Bank Of India
Certificate of Deposit | -
7%₹25 Cr2,500,000
Infina Finance Private Limited
Commercial Paper | -
7%₹25 Cr2,500,000
Export-Import Bank Of India
Commercial Paper | -
7%₹25 Cr2,500,000
Canara Bank
Certificate of Deposit | -
7%₹25 Cr2,500,000
Bank of Baroda
Debentures | -
7%₹25 Cr2,500,000
↑ 2,500,000
Axis Bank Limited
Certificate of Deposit | -
7%₹25 Cr2,500,000
↑ 2,500,000
Aditya Birla Money Ltd.
Commercial Paper | -
7%₹25 Cr2,500,000
↑ 2,500,000
HDFC Bank Ltd.
Debentures | -
7%₹25 Cr2,500,000
↑ 2,500,000

3. PGIM India Low Duration Fund

The objective of the Scheme is to generate income through investment primarily in low duration debt & money market securities. There is no assurance or guarantee that the investment objective of the scheme will be achieved.

PGIM India Low Duration Fund is a Debt - Low Duration fund was launched on 22 Jun 07. It is a fund with Moderate risk and has given a CAGR/Annualized return of 6.1% since its launch.  Ranked 7 in Low Duration category. .

Below is the key information for PGIM India Low Duration Fund

PGIM India Low Duration Fund
Growth
Launch Date 22 Jun 07
NAV (29 Sep 23) ₹26.0337 ↑ 0.01   (0.06 %)
Net Assets (Cr) ₹104 on 31 Aug 23
Category Debt - Low Duration
AMC Pramerica Asset Managers Private Limited
Rating
Risk Moderate
Expense Ratio 1.18
Sharpe Ratio -1.66
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 1,000
Exit Load NIL
Yield to Maturity 7.34%
Effective Maturity 7 Months 17 Days
Modified Duration 6 Months 11 Days

Growth of 10,000 investment over the years.

DateValue
31 Mar 20₹10,000
31 Mar 21₹10,164
31 Mar 22₹10,496
31 Mar 23₹10,991

PGIM India Low Duration Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹180,000
expected amount after 3 Years is ₹185,607.
Net Profit of ₹5,607
Invest Now

Returns for PGIM India Low Duration Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 21 Jan 22

DurationReturns
1 Month 0.5%
3 Month 1.5%
6 Month 3.3%
1 Year 6.3%
3 Year 4.5%
5 Year 1.3%
10 Year
15 Year
Since launch 6.1%
Historical performance (Yearly) on absolute basis
YearReturns
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
Fund Manager information for PGIM India Low Duration Fund
NameSinceTenure

Data below for PGIM India Low Duration Fund as on 31 Aug 23

Asset Allocation
Asset ClassValue
Debt Sector Allocation
SectorValue
Credit Quality
RatingValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

4. PGIM India Short Maturity Fund

To generate steady 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 Maturity Fund is a Debt - Short term Bond fund was launched on 21 Jan 03. It is a fund with Moderate risk and has given a CAGR/Annualized return of 6.8% since its launch.  Ranked 5 in Short term Bond category. .

Below is the key information for PGIM India Short Maturity Fund

PGIM India Short Maturity Fund
Growth
Launch Date 21 Jan 03
NAV (29 Sep 23) ₹39.3202 ↓ 0.00   (0.00 %)
Net Assets (Cr) ₹28 on 15 Sep 23
Category Debt - Short term Bond
AMC Pramerica Asset Managers Private Limited
Rating
Risk Moderate
Expense Ratio 0.96
Sharpe Ratio -0.98
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 1,000
Exit Load 0-6 Months (0.5%),6 Months and above(NIL)
Yield to Maturity 7.18%
Effective Maturity 1 Year 11 Months 1 Day
Modified Duration 1 Year 7 Months 28 Days

Growth of 10,000 investment over the years.

DateValue
31 Mar 20₹10,000
31 Mar 21₹10,649
31 Mar 22₹11,054
31 Mar 23₹11,493

PGIM India Short Maturity Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹180,000
expected amount after 3 Years is ₹194,235.
Net Profit of ₹14,235
Invest Now

Returns for PGIM India Short Maturity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 21 Jan 22

DurationReturns
1 Month 0.4%
3 Month 1.2%
6 Month 3.1%
1 Year 6.1%
3 Year 4.2%
5 Year 4%
10 Year
15 Year
Since launch 6.8%
Historical performance (Yearly) on absolute basis
YearReturns
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
Fund Manager information for PGIM India Short Maturity Fund
NameSinceTenure

Data below for PGIM India Short Maturity Fund as on 15 Sep 23

Asset Allocation
Asset ClassValue
Debt Sector Allocation
SectorValue
Credit Quality
RatingValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

5. PGIM India Equity Savings Fund

(Erstwhile DHFL Pramerica Equity Income Fund)

The investment objective of the scheme is to provide capital appreciation and income distribution to the investors by using equity and equity related instruments, arbitrage opportunities and investments in debt and money market instruments. However, there can be no assurance that the investment objective of the Scheme will be realized or that income will be generated and the scheme does not assure or guarantee any returns.

PGIM India Equity Savings Fund is a Hybrid - Equity Savings fund was launched on 29 Jan 04. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 7.7% since its launch.  Ranked 14 in Equity Savings category.  Return for 2024 was 7.3% , 2023 was 8.1% and 2022 was 3.2% .

Below is the key information for PGIM India Equity Savings Fund

PGIM India Equity Savings Fund
Growth
Launch Date 29 Jan 04
NAV (31 Mar 25) ₹47.9538 ↑ 0.00   (0.00 %)
Net Assets (Cr) ₹68 on 28 Feb 25
Category Hybrid - Equity Savings
AMC Pramerica Asset Managers Private Limited
Rating
Risk Moderately High
Expense Ratio 1.28
Sharpe Ratio -0.55
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 1,000
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Mar 20₹10,000
31 Mar 21₹12,218
31 Mar 22₹13,444
31 Mar 23₹13,907
31 Mar 24₹15,224
31 Mar 25₹16,204

PGIM India Equity Savings Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹395,578.
Net Profit of ₹95,578
Invest Now

Returns for PGIM India Equity Savings Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 21 Jan 22

DurationReturns
1 Month 1.8%
3 Month 1%
6 Month 1%
1 Year 6.4%
3 Year 6.4%
5 Year 10.1%
10 Year
15 Year
Since launch 7.7%
Historical performance (Yearly) on absolute basis
YearReturns
2024 7.3%
2023 8.1%
2022 3.2%
2021 12.4%
2020 5.2%
2019 10.6%
2018 1.4%
2017 11.7%
2016 5.4%
2015 12.9%
Fund Manager information for PGIM India Equity Savings Fund
NameSinceTenure
Vinay Paharia1 Apr 232 Yr.
Puneet Pal1 Dec 213.33 Yr.
Anandha Padmanabhan Anjeneyan12 May 222.89 Yr.
Vivek Sharma15 Apr 240.96 Yr.

Data below for PGIM India Equity Savings Fund as on 28 Feb 25

Asset Allocation
Asset ClassValue
Cash65%
Equity15.54%
Debt19.47%
Equity Sector Allocation
SectorValue
Financial Services22.81%
Basic Materials15.76%
Energy9.09%
Industrials6.91%
Consumer Cyclical5.6%
Technology2.26%
Communication Services1.78%
Health Care1.26%
Consumer Defensive1%
Debt Sector Allocation
SectorValue
Cash Equivalent65%
Government19.47%
Credit Quality
RatingValue
AAA100%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 15 | HDFCBANK
9%₹6 Cr36,889
Reliance Industries Ltd (Energy)
Equity, Since 31 Aug 17 | RELIANCE
9%₹6 Cr51,793
Bajaj Finance Ltd (Financial Services)
Equity, Since 28 Feb 22 | 500034
9%₹6 Cr6,923
↓ -1,500
Future on Bajaj Finance Ltd
Derivatives | -
8%-₹5 Cr6,375
↓ -1,500
Future on Reliance Industries Ltd
Derivatives | -
8%-₹5 Cr44,000
Future on HDFC Bank Ltd
Derivatives | -
8%-₹5 Cr30,250
7.1% Govt Stock 2034
Sovereign Bonds | -
7%₹5 Cr500,000
Future on Ambuja Cements Ltd
Derivatives | -
7%-₹5 Cr99,000
Ambuja Cements Ltd (Basic Materials)
Equity, Since 31 May 22 | 500425
7%₹5 Cr99,000
Future on Tata Steel Ltd.
Derivatives | -
6%-₹4 Cr280,500

6. PGIM India Gilt Fund

To generate reasonable returns by investing in Central/State Government securities of various maturities.

PGIM India Gilt Fund is a Debt - Government Bond fund was launched on 27 Oct 08. It is a fund with Moderate risk and has given a CAGR/Annualized return of 6.9% since its launch.  Ranked 15 in Government Bond category.  Return for 2024 was 8.9% , 2023 was 6.6% and 2022 was 1.8% .

Below is the key information for PGIM India Gilt Fund

PGIM India Gilt Fund
Growth
Launch Date 27 Oct 08
NAV (31 Mar 25) ₹29.8766 ↑ 0.01   (0.03 %)
Net Assets (Cr) ₹114 on 15 Mar 25
Category Debt - Government Bond
AMC Pramerica Asset Managers Private Limited
Rating
Risk Moderate
Expense Ratio 1.46
Sharpe Ratio 0
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 1,000
Exit Load NIL
Yield to Maturity 6.95%
Effective Maturity 12 Years 9 Months 22 Days
Modified Duration 7 Years 2 Months 26 Days

Growth of 10,000 investment over the years.

DateValue
31 Mar 20₹10,000
31 Mar 21₹10,501
31 Mar 22₹10,877
31 Mar 23₹11,249
31 Mar 24₹12,174
31 Mar 25₹13,209

PGIM India Gilt Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹180,000
expected amount after 3 Years is ₹197,169.
Net Profit of ₹17,169
Invest Now

Returns for PGIM India Gilt Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 21 Jan 22

DurationReturns
1 Month 2.2%
3 Month 2.6%
6 Month 3.1%
1 Year 8.5%
3 Year 6.7%
5 Year 5.7%
10 Year
15 Year
Since launch 6.9%
Historical performance (Yearly) on absolute basis
YearReturns
2024 8.9%
2023 6.6%
2022 1.8%
2021 2.9%
2020 9.4%
2019 10.1%
2018 5.9%
2017 4%
2016 12.6%
2015 7.1%
Fund Manager information for PGIM India Gilt Fund
NameSinceTenure
Bhupesh Kalyani13 Sep 222.55 Yr.
Puneet Pal13 Dec 177.3 Yr.

Data below for PGIM India Gilt Fund as on 15 Mar 25

Asset Allocation
Asset ClassValue
Cash6.3%
Debt93.7%
Debt Sector Allocation
SectorValue
Government93.7%
Cash Equivalent6.3%
Credit Quality
RatingValue
AAA100%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
7.3% Govt Stock 2053
Sovereign Bonds | -
18%₹20 Cr1,941,667
7.23% Government Of India (15/04/2039)
Sovereign Bonds | -
17%₹20 Cr1,910,000
6.92% Govt Stock 2039
Sovereign Bonds | -
16%₹19 Cr1,850,000
↑ 1,850,000
7.18% Govt Stock 2037
Sovereign Bonds | -
10%₹11 Cr1,078,895
7.1% Govt Stock 2034
Sovereign Bonds | -
8%₹9 Cr900,000
↓ -2,000,000
7.34% Govt Stock 2064
Sovereign Bonds | -
5%₹6 Cr600,000
↑ 600,000
7.09% Govt Stock 2054
Sovereign Bonds | -
5%₹5 Cr540,100
↑ 500,000
6.79% Government Of India (07/10/2034)
Sovereign Bonds | -
4%₹5 Cr500,000
7.26% Govt Stock 2033
Sovereign Bonds | -
3%₹4 Cr352,063
7.18% Govt Stock 2033
Sovereign Bonds | -
3%₹3 Cr334,000

7. PGIM India Arbitrage Fund

To generate income by investing in arbitrage opportunities that potentially exist between the cash and derivatives market as well as within the derivatives segment of the market. Investments may also be made in debt & money market instruments. There can be no assurance or guarantee that the investment objective of the Scheme will be realized.

PGIM India Arbitrage Fund is a Hybrid - Arbitrage fund was launched on 27 Aug 14. It is a fund with Moderately Low risk and has given a CAGR/Annualized return of 5.8% since its launch.  Ranked 6 in Arbitrage category.  Return for 2024 was 7.1% , 2023 was 6.6% and 2022 was 3.8% .

Below is the key information for PGIM India Arbitrage Fund

PGIM India Arbitrage Fund
Growth
Launch Date 27 Aug 14
NAV (31 Mar 25) ₹18.0907 ↑ 0.00   (0.01 %)
Net Assets (Cr) ₹89 on 28 Feb 25
Category Hybrid - Arbitrage
AMC Pramerica Asset Managers Private Limited
Rating
Risk Moderately Low
Expense Ratio 1.05
Sharpe Ratio -1.01
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 1,000
Exit Load 0-30 Days (0.5%),30 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Mar 20₹10,000
31 Mar 21₹10,318
31 Mar 22₹10,679
31 Mar 23₹11,173
31 Mar 24₹11,946
31 Mar 25₹12,786

PGIM India Arbitrage Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹349,120.
Net Profit of ₹49,120
Invest Now

Returns for PGIM India Arbitrage Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 21 Jan 22

DurationReturns
1 Month 0.7%
3 Month 1.8%
6 Month 3.5%
1 Year 7%
3 Year 6.2%
5 Year 5%
10 Year
15 Year
Since launch 5.8%
Historical performance (Yearly) on absolute basis
YearReturns
2024 7.1%
2023 6.6%
2022 3.8%
2021 3.6%
2020 3.9%
2019 5.9%
2018 5.6%
2017 5.9%
2016 6.2%
2015 8%
Fund Manager information for PGIM India Arbitrage Fund
NameSinceTenure
Puneet Pal22 Apr 222.94 Yr.
Chetan Chavan29 Mar 241.01 Yr.

Data below for PGIM India Arbitrage Fund as on 28 Feb 25

Asset Allocation
Asset ClassValue
Cash85.99%
Debt12.05%
Other2.3%
Equity Sector Allocation
SectorValue
Energy13.95%
Financial Services13.55%
Basic Materials12.51%
Health Care7.69%
Consumer Cyclical7.14%
Technology6.27%
Utility4.61%
Real Estate1.35%
Consumer Defensive0.91%
Industrials0.58%
Debt Sector Allocation
SectorValue
Cash Equivalent83.77%
Government12.53%
Corporate1.74%
Credit Quality
RatingValue
AAA100%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
PGIM India Liquid Dr Pl Gr
Investment Fund | -
10%₹9 Cr254,311
↓ -74,767
Future on Reliance Industries Ltd
Derivatives | -
9%-₹8 Cr67,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Aug 23 | RELIANCE
9%₹8 Cr67,000
7.26% Govt Stock 2033
Sovereign Bonds | -
6%₹5 Cr500,000
7.37% Govt Stock 2028
Sovereign Bonds | -
6%₹5 Cr500,000
Future on Ambuja Cements Ltd
Derivatives | -
6%-₹5 Cr105,300
Ambuja Cements Ltd (Basic Materials)
Equity, Since 31 Jul 23 | 500425
5%₹5 Cr105,300
Future on Titan Co Ltd
Derivatives | -
5%-₹5 Cr14,700
Titan Co Ltd (Consumer Cyclical)
Equity, Since 31 Aug 24 | TITAN
5%₹5 Cr14,700
Future on Hindustan Petroleum Corp Ltd
Derivatives | -
5%-₹4 Cr149,850
↑ 149,850

8. PGIM India Banking & PSU Debt Fund

To generate income and capital appreciation by investing in money market and debt instruments issued by banks and public sector Companies.

PGIM India Banking & PSU Debt Fund is a Debt - Banking & PSU Debt fund was launched on 11 Mar 13. It is a fund with Moderately Low risk and has given a CAGR/Annualized return of 7.4% since its launch.  Ranked 28 in Banking & PSU Debt category. .

Below is the key information for PGIM India Banking & PSU Debt Fund

PGIM India Banking & PSU Debt Fund
Growth
Launch Date 11 Mar 13
NAV (29 Sep 23) ₹21.311 ↑ 0.00   (0.00 %)
Net Assets (Cr) ₹46 on 31 Aug 23
Category Debt - Banking & PSU Debt
AMC Pramerica Asset Managers Private Limited
Rating
Risk Moderately Low
Expense Ratio 0.56
Sharpe Ratio -0.72
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 1,000
Exit Load NIL
Yield to Maturity 7.33%
Effective Maturity 2 Years 9 Months 4 Days
Modified Duration 2 Years 2 Months 16 Days

Growth of 10,000 investment over the years.

DateValue
31 Mar 20₹10,000
31 Mar 21₹10,721
31 Mar 22₹11,211
31 Mar 23₹11,659

PGIM India Banking & PSU Debt Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹180,000
expected amount after 3 Years is ₹200,132.
Net Profit of ₹20,132
Invest Now

Returns for PGIM India Banking & PSU Debt Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 21 Jan 22

DurationReturns
1 Month 0.5%
3 Month 1.4%
6 Month 3.4%
1 Year 6.6%
3 Year 4.7%
5 Year 7%
10 Year
15 Year
Since launch 7.4%
Historical performance (Yearly) on absolute basis
YearReturns
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
Fund Manager information for PGIM India Banking & PSU Debt Fund
NameSinceTenure

Data below for PGIM India Banking & PSU Debt Fund as on 31 Aug 23

Asset Allocation
Asset ClassValue
Debt Sector Allocation
SectorValue
Credit Quality
RatingValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

9. PGIM India Large Cap Fund

To generate long-term capital growth from investment in a diversified portfolio of equity and equity related securities.

PGIM India Large Cap Fund is a Equity - Large Cap fund was launched on 21 Jan 03. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 16.9% since its launch.  Ranked 50 in Large Cap category.  Return for 2024 was 9.4% , 2023 was 19.7% and 2022 was 1.5% .

Below is the key information for PGIM India Large Cap Fund

PGIM India Large Cap Fund
Growth
Launch Date 21 Jan 03
NAV (31 Mar 25) ₹317.94 ↓ -0.06   (-0.02 %)
Net Assets (Cr) ₹531 on 28 Feb 25
Category Equity - Large Cap
AMC Pramerica Asset Managers Private Limited
Rating
Risk Moderately High
Expense Ratio 2.36
Sharpe Ratio -0.48
Information Ratio -0.54
Alpha Ratio -1.67
Min Investment 5,000
Min SIP Investment 1,000
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Mar 20₹10,000
31 Mar 21₹16,182
31 Mar 22₹17,946
31 Mar 23₹18,493
31 Mar 24₹23,466
31 Mar 25₹24,339

PGIM India Large Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹493,520.
Net Profit of ₹193,520
Invest Now

Returns for PGIM India Large Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 21 Jan 22

DurationReturns
1 Month 7.2%
3 Month -2.4%
6 Month -9.9%
1 Year 3.7%
3 Year 10.7%
5 Year 19.5%
10 Year
15 Year
Since launch 16.9%
Historical performance (Yearly) on absolute basis
YearReturns
2024 9.4%
2023 19.7%
2022 1.5%
2021 21%
2020 13.3%
2019 14.5%
2018 -3.6%
2017 28.2%
2016 2.7%
2015 2%
Fund Manager information for PGIM India Large Cap Fund
NameSinceTenure
Bhupesh Kalyani1 Apr 232 Yr.
Vinay Paharia1 Apr 232 Yr.
Anandha Padmanabhan Anjeneyan19 Aug 231.62 Yr.
Vivek Sharma15 Apr 240.96 Yr.

Data below for PGIM India Large Cap Fund as on 28 Feb 25

Equity Sector Allocation
SectorValue
Financial Services31.65%
Consumer Cyclical13.31%
Technology11.85%
Industrials9.88%
Energy7.78%
Health Care6.84%
Consumer Defensive6.39%
Communication Services5.29%
Basic Materials2.88%
Utility1.86%
Real Estate0.38%
Asset Allocation
Asset ClassValue
Cash1.72%
Equity98.1%
Debt0.18%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 08 | HDFCBANK
10%₹54 Cr314,130
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | ICICIBANK
10%₹52 Cr432,447
Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 05 | RELIANCE
8%₹41 Cr344,534
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 23 | TCS
6%₹33 Cr95,101
↓ -3,890
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 22 | BHARTIARTL
4%₹22 Cr142,657
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Jul 21 | LT
4%₹21 Cr64,982
Bajaj Finance Ltd (Financial Services)
Equity, Since 28 Feb 22 | 500034
4%₹20 Cr23,265
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 30 Apr 22 | SUNPHARMA
3%₹16 Cr98,210
↓ -6,640
InterGlobe Aviation Ltd (Industrials)
Equity, Since 31 Aug 23 | INDIGO
3%₹16 Cr34,790
Varun Beverages Ltd (Consumer Defensive)
Equity, Since 30 Apr 23 | VBL
3%₹14 Cr330,289

10. PGIM India Euro Equity Fund

(Erstwhile DHFL Pramerica Top Euroland Offshore Fund)

The primary investment objective of the scheme is to generate long-term capital growth from a diversified portfolio of units of overseas mutual funds.

PGIM India Euro Equity Fund is a Others - Fund of Fund fund was launched on 11 Sep 07. It is a fund with High risk and has given a CAGR/Annualized return of 2.5% since its launch.  Ranked 24 in Fund of Fund category.  Return for 2024 was 20.6% , 2023 was 14.6% and 2022 was -35.6% .

Below is the key information for PGIM India Euro Equity Fund

PGIM India Euro Equity Fund
Growth
Launch Date 11 Sep 07
NAV (28 Mar 25) ₹15.54 ↓ -0.30   (-1.89 %)
Net Assets (Cr) ₹96 on 28 Feb 25
Category Others - Fund of Fund
AMC Pramerica Asset Managers Private Limited
Rating
Risk High
Expense Ratio 1.62
Sharpe Ratio 1.24
Information Ratio -0.36
Alpha Ratio 7.23
Min Investment 5,000
Min SIP Investment 1,000
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Mar 20₹10,000
31 Mar 21₹14,664
31 Mar 22₹11,686
31 Mar 23₹9,471
31 Mar 24₹11,300

PGIM India Euro Equity Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹349,120.
Net Profit of ₹49,120
Invest Now

Returns for PGIM India Euro Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 21 Jan 22

DurationReturns
1 Month -0.8%
3 Month -0.6%
6 Month 1.6%
1 Year 15.4%
3 Year 3.6%
5 Year 5.1%
10 Year
15 Year
Since launch 2.5%
Historical performance (Yearly) on absolute basis
YearReturns
2024 20.6%
2023 14.6%
2022 -35.6%
2021 -1.9%
2020 20.5%
2019 21.4%
2018 -10.3%
2017 14.6%
2016 -6.7%
2015 5.7%
Fund Manager information for PGIM India Euro Equity Fund
NameSinceTenure
Anandha Padmanabhan Anjeneyan15 Feb 250.12 Yr.
Vivek Sharma15 Feb 250.12 Yr.

Data below for PGIM India Euro Equity Fund as on 28 Feb 25

Asset Allocation
Asset ClassValue
Cash5.97%
Equity94.03%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
PGIM Jennison Emerging Mkts Eq USD W Acc
Investment Fund | -
98%₹94 Cr101,664
↓ -756
Clearing Corporation Of India Ltd.
CBLO/Reverse Repo | -
2%₹2 Cr
Net Receivables / (Payables)
Net Current Assets | -
0%₹0 Cr

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ਇਹ ਯਕੀਨੀ ਬਣਾਉਣ ਲਈ ਸਾਰੇ ਯਤਨ ਕੀਤੇ ਗਏ ਹਨ ਕਿ ਇੱਥੇ ਦਿੱਤੀ ਗਈ ਜਾਣਕਾਰੀ ਸਹੀ ਹੈ। ਹਾਲਾਂਕਿ, ਡੇਟਾ ਦੀ ਸ਼ੁੱਧਤਾ ਬਾਰੇ ਕੋਈ ਗਾਰੰਟੀ ਨਹੀਂ ਦਿੱਤੀ ਗਈ ਹੈ। ਕਿਰਪਾ ਕਰਕੇ ਕੋਈ ਵੀ ਨਿਵੇਸ਼ ਕਰਨ ਤੋਂ ਪਹਿਲਾਂ ਸਕੀਮ ਜਾਣਕਾਰੀ ਦਸਤਾਵੇਜ਼ ਨਾਲ ਤਸਦੀਕ ਕਰੋ।
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