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PGIM India Mutual Fund

PGIM India Retirement Fund

PGIM India Mutual Fund · Direct plan · Growth

1-year returns
0.6%
NAV
₹12.72
▲ 1.11% · 18 Sept 2026
Fund size
₹109 Cr
Expense ratio
1.13%
a year
Minimum SIP
₹1,000

Figures are for the Direct plan. The Regular plan, bought through a distributor, is at ₹12.23 and has returned -0.97% over a year.

Returns, and where it stands

Against the average retirement fund, and its place among them. Anything longer than a year is a yearly rate.

PeriodThis fundCategoryRank
1 year0.6%1.8%behind19 of 29
Every period, and the Regular plan →
PeriodDirectRegular
1 month-2.5%-2.5%
3 months2.1%1.7%
6 months12.2%11.3%
1 year0.6%-1%
2 yearsp.a.2.4%0.7%

Figures are for the Direct plan, and the rank compares it against the same plan of its peers, best first. Based on NAV history from Apr 2024.

Plan

NAV history

▲ 0.63% in the last 1Y

10.711.913.018 Sept 202520 Mar 202618 Sept 2026

Hover or tap the chart for the NAV on any date. Past NAVs are adjusted for unit splits.

If you had invested in this fund

Investment type
years
Total invested
₹1,20,000
Gain
₹7,349
XIRR (per year)
5.84%
Value today
₹1,27,349

24 monthly instalments from 20 Sept 2024, valued at the latest NAV. Past returns do not guarantee future returns.

What the ride has been like

Worked out from this fund's own NAV history, not a rating.

How bumpy
14.2% a year
5.2% more than the category average — the bumpier side
Worst fall so far
−16.5%
Sept 2024 to Feb 2025.
Years that made money
89.8%
Of every one-year stretch it has been through.

Fund details

Minimum lumpsum
₹5,000
Minimum top-up
₹1,000
Lock-in
5 years
Plan started
19 Apr 2024
Portfolio turnover
0.23x
Expense ratio
1.13%
as of 31 Aug 2026

Managed by Vinay Paharia, Puneet Pal, Anandha Padmanabhan Anjeneyan, Vivek Sharma

Direct plan figures, last checked on 20 Sept 2026. Exit load and the scheme's benchmark are in thescheme document.

How it compares

PGIM India Retirement Fund against other funds in the Retirement Fund category
Fund1Y3Y5YExpenseFund size
ICICI Prudential Retirement Fund Pure Equity Plan6.29%19.48%19.16%0.86%₹2,158 Cr
ICICI Prudential Retirement Fund Hybrid Aggressive Plan6.35%17.23%14.97%1.13%₹1,320 Cr
Aditya Birla Sun Life Retirement Fund-The 30S Plan11.58%15.77%12.16%0.97%₹487 Cr
Union Retirement Fund3.35%12.79%0.98%₹216 Cr
Tata Retirement Savings Fund-Progressive Plan4.31%12.76%10.44%0.82%₹2,255 Cr
Tata Retirement Savings Fund-Moderate Plan4.27%12.06%10.37%0.83%₹2,251 Cr
PGIM India Retirement Fund0.63%1.13%₹109 Cr

About PGIM India Retirement Fund

PGIM India Retirement Fund is a retirement fund managed by PGIM India Mutual Fund. Solution-oriented funds for retirement, with a lock-in of 5 years or until retirement age, whichever is earlier.

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. However, there is no assurance that the investment objective of the scheme will be achieved. The Scheme does not guarantee/ indicate any returns.

The scheme's stated objective, as published by PGIM India Mutual Fund.

The NAV (net asset value) is the price of one unit of the fund. It is published by the fund house every business day and changes with the value of the fund's holdings. The Growth option reinvests all gains, so its NAV reflects the fund's total return.

Tax on your gains

How gains are taxed depends on what the scheme holds — equity, debt, gold or units of other funds each follow different rules. The scheme document states which applies.

Work out what you would owe with the capital gains tax calculator.

Every plan and option, with scheme codes
PlanOptionNAVScheme code
DirectDirect Growth₹12.72152537
DirectDirect IDCW₹12.72152539
RegularRegular Growth₹12.23152538
RegularRegular IDCW₹12.23152540

Frequently asked questions

What is the NAV of PGIM India Retirement Fund today?

The NAV of PGIM India Retirement Fund (Direct plan, Growth) is ₹12.72 and the Regular plan NAV is ₹12.23, as of 18 Sept 2026.

What returns has PGIM India Retirement Fund given?

Over the last year the Direct plan returned 0.63%. Past returns do not guarantee future returns.

What is the expense ratio of PGIM India Retirement Fund?

The Direct plan charges 1.13% a year, as disclosed on 31 Aug 2026. The fee is already taken out of the NAV, so the returns above are what you keep.

What is the minimum SIP amount in PGIM India Retirement Fund?

You can start a monthly SIP with ₹1,000, or invest a lump sum of ₹5,000 or more.

How much has PGIM India Retirement Fund fallen in the past?

Its deepest fall was 16.5% from 23 Sept 2024 to 28 Feb 2025. Of every one-year stretch in its history, 90% ended in a gain.

Which category does PGIM India Retirement Fund belong to?

It is a Retirement Fund from PGIM India Mutual Fund. Solution-oriented funds for retirement, with a lock-in of 5 years or until retirement age, whichever is earlier.

What is the difference between the Direct and Regular plan?

Both invest in the same portfolio. The Direct plan is bought straight from the fund house or a direct platform and has a lower expense ratio because no distributor commission is paid, so its NAV grows slightly faster over time.

How are gains from PGIM India Retirement Fund taxed?

How gains are taxed depends on what the scheme holds — equity, debt, gold or units of other funds each follow different rules. The scheme document states which applies.

Source: NAVs published by the fund house through AMFI. Mutual fund investments are subject to market risks; read all scheme-related documents carefully. Past performance does not guarantee future returns. This page is for information only and is not a recommendation to buy or sell.