| Category: Retirement Fund |
| Launch Date: 15-04-2024 |
| Asset Class: Equity |
| Benchmark: BSE 500 TRI |
| Expense Ratio: 2.32% As on (31-05-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 84.39 Cr As on (30-05-2025) |
| Turn over: |
| 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) | |
|---|---|---|---|---|---|
| PGIM India Retirement Fund - Regular Plan - Growth Option | 8.56 | - | - | - | 16.37 |
| Benchmark | - | - | - | - | - |
| Retirement Fund | 5.47 | 15.86 | 14.56 | 10.07 | 11.99 |
Mr. Vinay Paharia, Mr. Vivek Sharma, Mr. Anandha Padmanabhan, and Mr. Puneet Pal
The investment objective of the scheme is to provide capital appreciation and income to investors in line with their retirement goals by investing in a mix of securities comprising of equity, equity related instruments, REITs and InvITs, and fixed income securities. However, there is no assurance that the investment objective of the scheme will be achieved. The Scheme does not guarantee/ indicate any returns.
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| PGIM India Retirement Fund - Regular Plan - Growth Option | - | - | - | - | - | - |
| Retirement Fund | - | - | - | - | - | - |
