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PGIM India Retirement Fund(G)-Direct Plan

PGIM India Retirement Fund(G)-Direct Plan

Solution OrientedDirect GrowthHigh Risk

-0.48%

1Y annualised

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NAV : 17 Sep 2026

₹12.58

Min. SIP amount

₹1,000

Fund size (AUM)

108 Cr

Expense ratio

0.7%

Launched on

15 Apr 2024

Lock-in period

5Y

Benchmark

Nifty 50

Fund Plan

Direct

SIP Calculator + Returns

Monthly investment

8,000

3M6M1Y3Y
Total investment
2,88,000
Would've become
2,88,000

Stock Allocation

Stock nameSectorAllocation
Icici Bank Ltd.Bank6.18%
Hdfc Bank Ltd.Bank5.24%
Reliance Industries Ltd.Crude Oil3.25%

Fund Composition

108 Cr

Large Cap

40.18%

Mid Cap

27.98%

Small Cap

24.79%

Others

7.06%

Sector Allocation

108 Cr

Bank

12.40%

Automobile & Ancillaries

9.19%

Healthcare

9.05%

Domestic Equities

8.63%

It

7.55%

Fmcg

6.54%

Chemicals

6.34%

Finance

6.30%

Others

33.88%

Minimum investments

Min. for SIP1000
Min. for Lumpsum--

Returns vs rankings

Absolute returns
Name1Y3Y5Y
Fund returns------
Rank (Income)

Exit load, stamp duty and tax

Exit load

No exit load

Stamp duty on investment: 0.005% (from July 1st, 2020)

from July 1st 2020

Tax implication

If you redeem within less than 1 year, returns are taxed as per your Income Tax slab. If you redeem after more than 1 year, returns are taxed at 12.5%.

Fund management

VP

Vinay Paharia

Present

PP

Puneet Pal

Present

AP

Anandha Padmanabhan Anjeneyan

Present

SV

Sharma Vivek

Present

Similar/Peer Fund Comparison

Fund name
A

Aditya Birla SL Retirement Fund-30(G)-Direct Plan

+14.92%
I

ICICI Pru Retirement Fund-Hybrid Cons Plan(G)-Direct Plan

+9.54%
I

ICICI Pru Retirement Fund-Hybrid Aggressive Plan(G)-Direct Plan

+16.38%
I

ICICI Pru Retirement Fund-Pure Equity Plan(G)-Direct Plan

+18.59%
T

Tata Retirement Sav Fund - Prog Plan(G)-Direct Plan

+12.25%
T

Tata Retirement Sav Fund - Mod Plan(G)-Direct Plan

+11.61%
I

ICICI Pru Retirement Fund-Pure Debt Plan(G)-Direct Plan

+6.56%
A

Aditya Birla SL Retirement Fund-50(G)-Direct Plan

+7.89%

FAQs

PGIM India Retirement Fund(G)-Direct Plan is a part of PGIM India Asset Management Private Limited, it was incepted on 15 Apr 2024. This fund is managed by Vinay Paharia, Puneet Pal, Anandha Padmanabhan Anjeneyan and Sharma Vivek. It is a Solution Oriented type of fund.

The current NAV of PGIM India Retirement Fund(G)-Direct Plan is ₹12.58 (as of 17 Sep 2026).

PGIM India Retirement Fund(G)-Direct Plan has delivered -0.48% in 1 year, 0.00% in 3 years, and 0.00% in 5 years (annualised).

The minimum SIP amount for PGIM India Retirement Fund(G)-Direct Plan is ₹1000.

The expense ratio of PGIM India Retirement Fund(G)-Direct Plan is 0.7%.

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