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Enter a Single character of a Scheme :
09 Aug 2026 | 09:08 IST
PGIM India Retirement Fund - Regular (IDCW)
Summary Info
Fund Name : PGIM India Mutual Fund
Scheme Name : PGIM India Retirement Fund - Regular (IDCW)
AMC : PGIM India Mutual Fund
Type : OPEN
Category : Hybrid - Equity Oriented
Launch Date : 26-Mar-24
Fund Manager : Vinay Paharia
Net Assets:(Rs. cr) 103.20
 
1Month 3Month 6Month 1Year 3Year 5Year Since Inception
Latest Payouts
  Dividends Bonus
Quantum of Dividend % NA NA
Date NA NA
Investment Details
Tax benefits :  
Min. Investment(Rs.) : 5000
Increm.Investment(Rs.) : 1000
Performance(%)
  1 Week
[%]
1 Month
[%]
3 Month
[%]
6 Month
[%]
1 Year
[%]
3 Year
[%]
5 Year
[%]
Since INC
[%]
Scheme Returns 1.30 2.47 5.59 7.60 4.09 NA NA 9.98
Category Avg 1.18 1.67 2.92 2.66 7.02 11.57 10.65 11.60
Category Best 2.70 4.60 7.10 14.96 24.38 23.01 21.51 33.29
Category Worst 0.11 -1.58 -2.00 -5.71 -5.96 0.74 3.83 0.85
Statistical Ratios
What is Beta ?
Beta is a measure of the volatility of the portfolio to that of the index. In simple words it shows the movement of the portfolio in comparison. The Higher the Beta, higher the volatility of the scheme to the index. If its greater than1 , then the portfolio is highly volatile to the movemnts in the index. If the beta is lesser than 1 , then scheme is less volatile to the index and beta which is close to 1 implies that the scheme is closely following the index.
Beta [%] SD [%] Sharpe Ratio [%] Jensons Alpha [%] ER [%]
1.0367 4.6704 0.2292 6.1074 -0.0018
Holdings Date :30-Jun-26
Company Name% Hold
ICICI Bank 5.18
HDFC Bank 4.26
Reliance Industr 3.48
Solar Industries 2.57
TCS 2.09
Multi Comm. Exc. 2.04
Bharti Airtel 1.88
Bajaj Finance 1.87
Navin Fluo.Intl. 1.83
J B Chemicals & 1.77
Krishna Institu. 1.60
Varun Beverages 1.59
Sai Life 1.57
Eternal 1.49
DOMS Industries 1.46
Mankind Pharma 1.46
Max Healthcare 1.43
Carborundum Uni. 1.31
Coromandel Inter 1.27
Cams Services 1.26
Rubicon Research 1.22
Dixon Technolog. 1.21
ICICI Lombard 1.21
UltraTech Cem. 1.18
Bharti Hexacom 1.14
Gabriel India 1.13
Data Pattern 1.12
Prestige Estates 1.09
Nippon Life Ind. 1.08
SRF 1.07
Anthem Bioscienc 1.06
Supreme Inds. 1.05
CG Power & Ind 1.04
Vishal Mega Mart 1.02
JSW Infrast 1.00
FSN E-Commerce 0.99
AU Small Finance 0.98
Bikaji Foods 0.97
Neuland Labs. 0.96
Clean Max Enviro 0.95
Tube Investments 0.94
ICICI AMC 0.94
Nestle India 0.90
JSW Cement 0.89
Sona BLW Precis. 0.87
Larsen & Toubro 0.86
NTPC 0.84
Infosys 0.83
Endurance Tech. 0.83
Maruti Suzuki 0.81
Global Health 0.78
Info Edg.(India) 0.78
Bharat Electron 0.76
Torrent Pharma. 0.74
Triveni Turbine 0.74
Sumitomo Chemi. 0.73
LG Electronics 0.72
Uno Minda 0.71
Gillette India 0.70
Bharat Forge 0.68
KEI Industries 0.68
International Ge 0.68
Home First Finan 0.67
Blue Star 0.67
K P R Mill Ltd 0.66
Affle 3i 0.66
Oil India 0.63
Eureka Forbes 0.61
Ashok Leyland 0.60
Pidilite Inds. 0.59
Mrs Bectors 0.59
360 ONE 0.58
SBI Life Insuran 0.58
Blackbuck 0.55
Amagi Media Labs 0.54
United Spirits 0.50
Hexaware Tech. 0.47
Sun Pharma.Inds. 0.44
AWFIS Space 0.42
Timken India 0.37
Devyani Intl. 0.35
Torrent Power 0.35
Safari Inds. 0.29
Container Corpn. 0.28
Pine Labs 0.26
Bluestone Jewel 0.23
Dr Agarwal's Eye 0.22
TBILL-364D 0.14
C C I 7.30
Net CA & Others 0.16
Asset Allocation
             SEBI Common Reg. No. INZ000206338          MAPIN NO:10014845        CDSL : IN-DP-CDSL-291-2005
MERCHANT BANKING REGISTRATION NO : NM000011575
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