
PGIM India Retirement Fund(G)-Direct Plan
+6.12%
1Y annualised
+6.12%
1Y annualised
-0.30% 1D
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NAV : 13 Nov 2026
₹13.18
Min. SIP amount
₹1,000
Fund size (AUM)
101 Cr
Expense ratio
0.7%
Launched on
15 Apr 2024
Lock-in period
5Y
Benchmark
Nifty 50
Fund Plan
Direct
NAV : 13 Nov 2026
₹13.18
Min. SIP amount
₹1,000
Fund size (AUM)
101 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
Stock Allocation
Fund Composition
Large Cap
40.46%
Mid Cap
27.05%
Small Cap
23.05%
Others
9.44%
Sector Allocation
Bank
12.67%
Automobile & Ancillaries
8.91%
Domestic Equities
8.44%
It
8.04%
Healthcare
7.90%
Finance
6.05%
Fmcg
5.83%
Chemicals
5.15%
Others
36.37%
Minimum investments
Returns vs rankings
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
Vinay Paharia
Present
Puneet Pal
Present
Anandha Padmanabhan Anjeneyan
Present
Sharma Vivek
Present
Similar/Peer Fund Comparison
Aditya Birla SL Retirement Fund-30(G)-Direct Plan
Tata Retirement Sav Fund - Prog Plan(G)-Direct Plan
Tata Retirement Sav Fund - Mod Plan(G)-Direct Plan
PGIM India Retirement Fund(G)-Direct Plan
Union Retirement Fund(G)-Direct Plan
Baroda BNP Paribas Retirement Fund(G)-Direct Plan
SBI Retirement Benefit Fund-Aggressive Hybrid Plan(G)-Direct Plan
Tata Retirement Sav Fund - Cons Plan(G)-Direct Plan
FAQs
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