myplexus

NFO Monitor

Fund Fact

Name of Funds:

PGIM India Retirement

Opening:

26th March 2024

Closing:

9th April 2024

Minimum Investment:

Rs. 5,000/- and in multiples of Re. 1/-thereafter.

Plan:

Regular and Direct

Options:

Growth and IDCW

Entry Load:

Nil

Exit Load:

Nil

Fund Stats

Objective:

The investment objective of the scheme is to provide capital appreciation and income to investors in line with their retirement goals by investing in a mix of securities comprising of equity, equity related instruments, REITs and InvITs and fixed income securities.

Benchmark:

BSE 500

Fund Manager:

Vinay Paharia, Puneet Pal

Asset Allocation

75- 100% Equity upto 25% Money Market

upto 25% Debt upto 10% Others

Comparable existing schemes

UTI Retirement Fund	11.03(6M)	21.10(1Y)
Nippon India Retirement Fund	8.28(6M)	13.45(1Y)

Fund Prognosis

Idea Distiller

The fund addresses the biggest concern of salary earners. And intends to provide a working solution for it.

Fund House AAUM:
Rs 2324016.98 Lakhs(as on 31st March 2024)
Fund Manager:
Combined experience of above 20 years

Scheme DNA 4 fundamentals

Uniqueness

Return

Risk

Operability

Oomph Factor

It is a solution that is sorely needed. But there are many long term equity funds which provide competition. Take a call.

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Important Links

Fund

Snapshot

Company

Registered with AMFI AMFI Registration No: 2654 Initial Registration Date: 19th March 2003 Validity: 14th May 2025 to 23rd May 2028