Mutual Funds

PGIM India Insta Cash Fund - Direct Plan - Annual Bonus Option

PGIM India Mutual FundLiquidLow Risk
₹149+0.03 (+0.02%)

NAV as on 2019-06-11 · Debt · Liquid

AUM

₹677 Cr

1Y Return

+7.7%

3Y CAGR

+7.2%

5Y CAGR

+7.8%

Expense

0.11%

Risk

Low

PGIM India Insta Cash Fund
₹149+0.02%

1Y Return

+7.7%

3Y CAGR

+7.2%

5Y CAGR

+7.8%

Since Inception

+2.3%

AI Fund Analysis

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NAV History

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52-Week NAV Range

₹138.36
₹149

100% from 52W low

Fund Information

LiquidDebtSince 08-03-2016

Fund House

PGIM India Mutual Fund

Category

Debt - Liquid

Min SIP

₹500

Min Lumpsum

₹5,000

Portfolio Composition

Asset Allocation

Cash99.6%
Other0.4%

Market Cap Split

Top Holdings

31 stocks
Weight1M Change
1

Clearing Corporation Of India Ltd.

27.64%0.0%
2

Tbill

11.48%0.0%
3

Bank of Baroda

7.58%0.0%
4

HDFC Bank Ltd.

7.57%0.0%
5

Hsbc Investdirect Financial Services India Limited

6.05%0.0%
6

Aditya Birla Money Ltd.

5.83%+100.0%
7

Small Industries Dev Bank Of India

3.85%0.0%
8

Aadhar Housing Finance Limited

3.85%0.0%
9

16/04/2026 Maturing 364 DTB

3.83%0.0%
10

Canara Bank ** #

3.81%0.0%

Risk Metrics (3Y)

Sharpe Ratio

5.25

Cat avg: -0.74

Sortino Ratio

34.48

Cat avg: 6.44

Beta

0.56

Cat avg: 1.18

Std Deviation

0.16%

Cat avg: 0.31%

Peer Comparison

FundAUM (Cr)Exp %1Y3Y5Y
PGIM India Liquid Dr Pl An Bs Opt6770.11+7.7%+7.2%+7.8%
HDFC Liquid Dir Dl IDCW-R67,8500.20+6.3%+6.8%+5.9%
SBI Liquid Dir Dl IDCW-R57,8910.19+5.9%+5.6%+5.2%
ICICI Pru Liquid Dir Bns53,7380.20+6.2%+6.8%+7.2%
Aditya BSL Liquid Dir Dl IDCW-R51,8380.21+6.3%+5.8%+5.2%
Kotak Liquid Dir Dl IDCW-R42,7460.19+6.3%+6.9%+5.9%
Tata Liquid Dir Dl IDCW-R33,5510.20+6.1%+6.5%+5.7%
Nippon India Liquid Dir Dl IDCW-R32,7360.20+6.4%+7.3%+6.2%
Axis Liquid Dir Bns30,1880.11+6.1%+6.9%+7.2%
DSP Liquidity Dir Dl IDCW-R21,0580.13+6.0%+6.5%+5.7%

What If I Had Invested?

NAV history not available for this range

Key Metrics

AUM₹677 Cr
Expense Ratio0.11%
Volatility (3Y)0.2%
Sharpe Ratio5.25
Sortino Ratio34.48
Beta0.56
Min SIP₹500
Min Lumpsum₹5,000
Holdings22

Risk-o-Meter

Low

Moderate

High

Very High

Rated as Low risk

Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully. Past performance is not indicative of future returns. NAV data sourced from AMFI. This is not SEBI-registered investment advice.