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PGIM India Retirement Fund - Direct Plan - Growth Option

PGIM India · Scheme 152537

12.91 0.46%NAV · 2026-08-05
51
Average FundScore
Start SIP
AUM
Expense ratio
3Y CAGR
Risk (SEBI)
Min SIP
Benchmark

NAV Growth

Loading NAV history…

Historical returns

PeriodReturn
1 Month+2.38%
3 Months+7.58%
6 Months+7.85%
1 Year+4.53%
3 Years (CAGR)
5 Years (CAGR)
10 Years (CAGR)
Since Launch+11.82%

Returns ≥ 1 year are annualised (CAGR); shorter periods are absolute. Past performance does not guarantee future returns.

FundScore breakdown

Six explainable dimensions. How the score works →

Returns24
Consistency50
Risk-adjusted28
Downside protection90
Cost efficiency80
Portfolio quality50

Why this fund scores well

  • Volatility: 14% annualised
  • Max drawdown: -17%
  • Direct plan: no distributor commission

What to watch

  • 1Y return: +4.5%
  • Sharpe ratio: 0.41
  • Sortino ratio: 0.54

Risk metrics

Sharpe ratio
0.41
Sortino ratio
0.54
Volatility
14.49%
Max drawdown
-16.53%
Downside capture

SIP return calculator

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

Portfolio & holdings

Top holdings, sector allocation and market-cap split require a paid factsheet feed and are coming soon. Everything above is computed from official daily NAV history and is fully real.

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