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PGIM India Ultra Short Term Fund - Direct Plan - Annual Dividend

PGIM India · Ultra Short Duration
Low
₹11.11
Current NAV
28 Jul 2019
21.5%
1Y Return
9.5%
3Y CAGR
11.5%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Exceptional short-term performance with a 1-year return exceeding 20%.
  • Highly cost-efficient with a low expense ratio of 0.15%.
  • Well-diversified portfolio aligned with the Ultra Short Duration mandate.
Cons / Risks
  • Lower risk-adjusted performance compared to top peers in the same category.
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
0.55
Sharpe Ratio
1.35
Beta
-2.45
Alpha
0.63
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Fund Details
Fund House PGIM India
Category Ultra Short Duration
AUM ₹2100 Cr
Expense Ratio 0.15%
Min SIP ₹500
Min Lumpsum ₹1000
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