debtLow risk

PGIM India Low Duration Fund - Direct Plan - Growth

Invests in bonds and loans. Lower returns than equity but much less bumpy — often used for shorter goals. From PGIM India Mutual Fund. It's been running since 8 Mar 2016.

Latest price per unit

₹27.941

▲ 0.06% today

As of 29 Sep 2023 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹1.07 L

▲ ₹7.2k gain · 7.2% / year

Invested 3 years ago

₹1.17 L

▲ ₹16.7k gain · 5.3% / year

Invested 5 years ago

₹1.11 L

▲ ₹10.7k gain · 2.1% / year

These are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.

Price over time

How the per-unit price has moved. Tap a range to zoom in.

Bumpiness & worst drops

Day-to-day bumpiness

0.4%

The value swings roughly 0% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-19.28%

A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.

Technical details (for the pros)

CAGR — 1 year7.20%

CAGR — 3 years5.29%

CAGR — 5 years2.06%

CAGR — since launch4.10%

Volatility — 1 year (annualised)0.35%

Volatility — 3 years (annualised)0.39%

Max drawdown — 1 year-0.01%

Max drawdown — 3 years-0.33%

Sharpe ratio — 1 year (rf=6%)3.48

Sharpe ratio — 3 years (rf=6%)-1.63

Fund info

Fund house: PGIM India Mutual Fund
Category: Debt Scheme - Low Duration Fund
Plan: Direct
Option: Growth
ISIN (Growth): —
ISIN (Div re-invest): —
Fund code: 138443
First price on record: 8 Mar 2016 · 1,832 daily prices

Numbers are computed from stored daily prices from mfapi.in/AMFI. This is descriptive analytics, not investment advice. Past performance is not indicative of future returns.