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PGIM India Premier Bond Fund - Annual Bonus

PGIM India · International
High
₹24.93
Current NAV
01 Aug 2016
24.3%
1Y Return
12.3%
3Y CAGR
14.3%
5Y CAGR
Watchlist
Analysis & Suitability
Pros / Upsides
  • Exceptional short-term performance with a 1-year return exceeding 20%.
  • Professionally managed by an established fund house with experienced fund managers.
  • Well-diversified portfolio aligned with the International mandate.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
  • Higher expense ratio (2.03%) which can affect compounding over long horizons.
Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term goals (under 3 years) where preserving the capital is the main priority.
  • Short-term trading or speculative investment horizons.
Risk Profile: High Risk
Low Moderate High Very High
Risk Metrics
0.83
Sharpe Ratio
0.43
Beta
-0.17
Alpha
0.94
Sortino
Fund Details
Fund House PGIM India
Category International
AUM ₹4380 Cr
Expense Ratio 2.03%
Min SIP ₹500
Min Lumpsum ₹1000
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