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PGIM India Dynamic Bond Fund - Direct Plan-Monthly Dividend Option

PGIM India · Dynamic Bond
Moderate
₹1564.48
Current NAV
05 Mar 2021
4.9%
1Y Return
9.4%
3Y CAGR
8.7%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.52%.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.52).
  • Generates significant excess returns relative to benchmark index (Alpha: 5.02).
Cons / Risks
  • Returns are subject to standard market fluctuations and interest rate risks.
  • No indexation benefits under current tax laws for short holding periods.
Suitable for
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term trading or speculative investment horizons.
Risk Profile: Moderate Risk
Low Moderate High Very High
Risk Metrics
1.52
Sharpe Ratio
0.82
Beta
5.02
Alpha
1.85
Sortino
Fund Details
Fund House PGIM India
Category Dynamic Bond
AUM ₹570 Cr
Expense Ratio 0.52%
Min SIP ₹500
Min Lumpsum ₹1000
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