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PGIM India Retirement Fund Direct - Growth

Solution OrientedRetirement Fund
1.60%profit1 Year Returns

as on 13 Jul 2026

Overview
Direct vs Regular
Returns Comparison
Historical Data
Holdings
Fund Details
AMC Details
FAQs
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PGIM India Retirement Fund Direct - Growth is a Solution Oriented mutual fund scheme launched on 19 Apr 2024. Investors can begin their investment journey with a minimum SIP of ₹1,000 or a lumpsum investment of ₹5,000.

NAV ₹ 12.6800 (+0.08%)

NAV

NIFTY50

Returns Calculator

basis annualised returns

Investment Type

SIP Amount

Investment Period

1Y

₹ 6.10 L

3.50%

₹ 6.27 L

8.00%

₹ 6.05 L

1.60%

Savings Account
Regular Funds
This Fund on Dhan

Total Investment

₹ 6,00,000

Returns

₹ 5,226 (1.60%)

Maturity Value

₹ 6,05,226

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Disclaimer: Fixed deposits offer guaranteed returns. Mutual fund investments carry market risks; read all scheme-related documents carefully. Past performance does not guarantee future returns.

Direct vs Regular Returns

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Returns vs Category

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*The above returns are absolute

Returns Vs Nifty 50

Historical Returns

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SIP Logo

Start SIP with as Low as ₹100.

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Historical NAV

10 Days
1 Month
3 Months
6 Months
1 Year
3 Years
5 Years
No data

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Asset Allocation

AUM

₹ 103.20 Cr

Cash Holding

-

Equity

-

Cash

-

Debt

-

Other

-

Sector Holdings

No data

Sorry, No Data Available at this Moment!

Stock Holdings

No data

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Fund Comparison

Fund Details

52W High NAV

₹ NaN

Min. SIP Amount

₹ 1,000.00

Min. Lumpsum Amount

₹ 5,000.00

AUM (in Cr.)

₹ 103.20

Expense Ratio

0.97%

Lock-in Period

5.0 Years

52W Low NAV

₹ NaN

Inception Date

19 Apr 2024

Fund Age

2 Yrs

Benchmark

BSE 500 TRI

Scheme Type

Open Ended

Stamp Duty

0.005% (from July 1st 2020)

Exit Load

  • No charges for withdrawal

Tax Implication

  • If you redeem within 1 year, STCG are taxed at 20%; If you redeem after 1 year, and returns exceed ₹1.25 Lakhs in a financial year, LTCG are taxed at 12.5%

Fund Managers

NameQualification
Puneet Pal
MBA(finance)from SIBM,Pune.
Vinay Paharia
B.Com., MMS
Vivek Sharma
B.E (Electronic), PGDBM - Finance
Anandha Padmanabhan Anjen
B Com, ACA, CFA, FRM

Fund Objective

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.

Risk-O-Meter

Investors understand that their principal will be at

Very High Risk

Risk Scale

Low

Moderately Low

Moderate

Moderately High

High

Very High

AMC Information

PGIM India Mutual Fund

No. of Schemes

22

Total AUM

₹ 23,966.85 Cr

Contact Details

globewww.pgimindiamf.com
phone022-61593000
twitter@pgim
address

4th Floor, C Wing, Laxmi Towers,Bandra Kurla Complex,Bandra (East), Mumbai - 400 051

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FAQs

PGIM India Retirement Fund was launched on 19 Apr 2024.
The current NAV of PGIM India Retirement Fund is ₹12.6800 as of 13 Jul 2026.
The latest value of AUM of PGIM India Retirement Fund is ₹103.20 crores as of 13 Jul 2026.
The return on investment of PGIM India Retirement Fund is:
  • In the past 1Y: 1.60%
  • In the past 3Y: 0.00%
  • In the past 5Y: 0.00%
The expense ratio of PGIM India Retirement Fund is 0.97%.
The exit load of PGIM India Retirement Fund is as follows:
No charges for withdrawal
The portfolio of PGIM India Retirement Fund includes:
No Data

No data to show right now!


Top 3 sectoral holdings include:
On the risk scale of Low, Moderately Low, Moderate, Moderately High, High and Very High, the risk-o-meter of PGIM India Retirement Fund is Very High.
The fund manager of PGIM India Retirement Fund is Puneet Pal, Vinay Paharia, Vivek Sharma, Anandha Padmanabhan Anjen.
If you wish to invest in PGIM India Retirement Fund, the minimum SIP amount is ₹1,000 and Lumpsum is ₹5,000.
You can easily invest in mutual funds at 0% commission on Dhan. Here's how you can directly invest in PGIM India Retirement Fund:
  • Open Demat Account on Dhan if you don't have one.
  • Analyze the fund performance.
  • Invest via SIP or Lumpsum.
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