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PGIM India Ultra Short Term Fund - Regular Plan - Bonus

PGIM India · Ultra Short Duration
Low
₹16.67
Current NAV
31 Jan 2019
6.1%
1Y Return
17.8%
3Y CAGR
13.8%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.38).
  • Generates significant excess returns relative to benchmark index (Alpha: 2.88).
Cons / Risks
  • Returns are subject to standard market fluctuations and interest rate risks.
  • No indexation benefits under current tax laws for short holding periods.
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
1.38
Sharpe Ratio
0.68
Beta
2.88
Alpha
1.90
Sortino
Fund Details
Fund House PGIM India
Category Ultra Short Duration
AUM ₹430 Cr
Expense Ratio 1.08%
Min SIP ₹500
Min Lumpsum ₹1000
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