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PGIM India Premier Bond Fund - Direct Plan - Half-Yearly Bonus

PGIM India · International
High
₹13.22
Current NAV
01 Aug 2016
19.1%
1Y Return
15.1%
3Y CAGR
20.1%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Highly cost-efficient with a low expense ratio of 0.71%.
  • Generates significant excess returns relative to benchmark index (Alpha: 4.11).
  • Very large asset base (AUM: ₹24,160 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
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
1.11
Sharpe Ratio
0.71
Beta
4.11
Alpha
1.23
Sortino
Fund Details
Fund House PGIM India
Category International
AUM ₹24160 Cr
Expense Ratio 0.71%
Min SIP ₹500
Min Lumpsum ₹1000
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