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PGIM India Gilt Fund - Half Yearly Bonus

PGIM India · Gilt
Moderate
₹12.62
Current NAV
05 Jul 2018
7.8%
1Y Return
6.3%
3Y CAGR
5.5%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.63).
  • Generates significant excess returns relative to benchmark index (Alpha: 6.63).
  • Very large asset base (AUM: ₹13,680 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Sluggish 3-year performance, lagging behind primary equity benchmarks.
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
1.63
Sharpe Ratio
1.23
Beta
6.63
Alpha
2.17
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Fund Details
Fund House PGIM India
Category Gilt
AUM ₹13680 Cr
Expense Ratio 1.63%
Min SIP ₹500
Min Lumpsum ₹1000
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