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PGIM India Ultra Short Term Fund - Bonus

PGIM India · Ultra Short Duration
Low
₹16.12
Current NAV
09 Jul 2018
20.2%
1Y Return
14.2%
3Y CAGR
21.2%
5Y CAGR
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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 Ultra Short Duration mandate.
Cons / Risks
  • Higher expense ratio (2.02%) which can affect compounding over long horizons.
Suitable for
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term trading or speculative investment horizons.
Risk Profile: Low Risk
Low Moderate High Very High
Risk Metrics
1.02
Sharpe Ratio
1.22
Beta
1.02
Alpha
1.35
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Fund Details
Fund House PGIM India
Category Ultra Short Duration
AUM ₹6070 Cr
Expense Ratio 2.02%
Min SIP ₹500
Min Lumpsum ₹1000
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