PGIM India Retirement Fund Direct Growth

Scheme code: INF663L01Y61 NAV value: ₹ 11.0300 NAV date: 19 March, 2026 TER: 0.70%

Fund option: Direct Fund type: Growth

Asset class: Solution Oriented Asset category: Retirement Fund

Rolling returns

Duration	Min (%)	Max (%)	Median (%)	Average return (%)	Category average return (%)
1 year	-1.54	21.67	7.92	8.08	13.66

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.02	20.62	5.61	8.08
3 year	6.28	30.95	15.04
5 year	8.38	26.02	14.22
7 year	10.18	15.62	12.93
10 year	11.42	12.93	12.18
15 year	-5.65	15.88	6.78

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	19.78	4.49	8.08
3 year	6.56	19.64	13.57
5 year	9.22	12.29	10.75

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.39	20.91	4.75	8.08
3 year	7.68	21.49	15.06
5 year	10.37	13.5	11.93

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	20.67	4.16	8.08
3 year	8.04	32.03	17.81
5 year	8.18	28.64	15.34
7 year	10.64	16.42	13.77
10 year	12.56	14.06	13.31

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.

Duration	Invested amount	Final value	Return	CAGR (%)

Index	Metrics

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,43,184 - Absolute Returns: ₹43,184 - CAGR: %

Max Drawdown

-16.53 %

Drawdown Duration

5 months

Recovery Time

4 months

Avg Drawdown

-4.01 %

1 Y

0.4887

vs NIFTY 50

Duration	Alpha	Beta	Upside Capture	Downside Capture	Fund CAGR	Benchmark CAGR
1 year	0.51	0.96	96.3	95.2	4.62 %	4.00 %
3 years	1.44	0.93	95.9	92.2	3.34 %	1.58 %
5 years	0.69	0.93	95.9	92.2	1.99 %	0.94 %
7 years	0.37	0.93	95.9	92.2	1.42 %	0.67 %
10 years	0.13	0.93	95.9	92.2	0.99 %	0.47 %
12 years	0.04	0.93	95.9	92.2	0.83 %	0.39 %
15 years	-0.05	0.93	95.9	92.2	0.66 %	0.31 %