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PGIM India Retirement Fund - Direct Plan - Growth Option

PGIM India · Scheme 152537

13.04 0.15%NAV · 2026-09-18
49
Average FundScore
Start SIP
AUM
₹106 cr
Expense ratio
1.15%
3Y CAGR
Risk level
High
Min SIP
₹1,000
Benchmark
Nifty 500 TRI
Fund manager: Anandha Padmanabhan AnjeneyanExit load: Nil
Average · 49/100

Middle-of-the-pack — compare it against better-scored peers.

🎯 Best held for the long term (5+ years) as part of a diversified portfolio.

📈 Why it could do well

  • Protects capital well — worst-ever fall was only 17%.
  • Volatility: 14% annualised
  • Max drawdown: -17%
  • Direct plan: no distributor commission

📉 What could drag it down

  • Weak risk-adjusted returns (Sharpe 0.43) — took on risk without enough payoff.
  • Short track record — not enough history yet to judge long-term performance; treat the score as provisional.
  • 1Y return: +5.2%
  • Sharpe ratio: 0.43

FundScore breakdown

49/100 · Average
How it works →
30
Returns
Weak
50
Consistency
Average
29
Risk-adjusted
Weak
90
Downside protection
Excellent
63
Cost efficiency
Decent
50
Portfolio quality
Average

Each dial rates the fund 0–100 on one factor, computed from real NAV history. Fuller & greener = stronger.

SIP return calculator

Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.