How to check the XIRR of PGIM India Insta Cash Fund - Direct Plan - Regular Bonus?

You can track the exact XIRR and portfolio overlapping of PGIM India Insta Cash Fund - Direct Plan - Regular Bonus alongside your PMS and AIF investments using the MutualSaathi Portfolio Analyzer.

How to check portfolio overlap for PGIM India Insta Cash Fund - Direct Plan - Regular Bonus?

Use the MutualSaathi Portfolio Analyzer to compare PGIM India Insta Cash Fund - Direct Plan - Regular Bonus with other funds, PMS, and AIFs to detect hidden stock overlaps.

PGIM India Insta Cash Fund - Direct Plan - Regular Bonus

PGIM Mutual Fund

Expense Ratio: 0.12

Risk: Low to Moderate

Debt Scheme - Liquid Fund

Plan: Direct

Benchmark: CRISIL Liquid Debt A-I Index

Inception: 14-01-2003

Exit Load: Nil

Fund Size:₹556.61 Cr

Performance

FundN/A

Cat. Avg.3.87%

FundN/A

Cat. Avg.4.39%

FundN/A

Cat. Avg.5.04%

FundN/A

Cat. Avg.3.21%

10Y

FundN/A

Cat. Avg.3.96%

Fund0.00%

Cat. Avg.10.97%

Fund Facts

No available Data

Taxation

Any Holding Period (STCG & LTCG):As per Income Slab Rate

*Tax rates as per Finance Act 2024. Surcharge & cess may apply.

Allocation

Visualizing Fund's Exposure

Asset Class

Tap to expand

Debt Ratings

Tap to expand

Debt Instruments

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Asset Class

Debt Ratings

Debt Instruments

Portfolio Holdings

Detailed breakdown of instruments.

	Instrument	Type	Sub-Cat	Sector	YTM	Val (Cr)	% Assets
1	7.98% Bajaj Housing Finance Ltd.	DEBT	Bond/NCD	CRISIL AAA	6.83%	55.07	7.36%
2	7.44% Small Industries Development Bank of India	DEBT	Bond/NCD	CRISIL AAA	6.62%	50.04	6.69%
3	Union Bank of India	DEBT	CD	ICRA A1	6.22%	49.49	6.61%
4	Indian Bank	DEBT	CD	FITCH A1	6.25%	49.42	6.61%
5	7.48% Housing & Urban Development Corp Ltd.	Equity	Foreign	ICRA AAA	6.72%	47.02	6.28%
6	Canara Bank	DEBT	CD	CRISIL A1	6.40%	44.59	5.96%
7	91 DAYS TBILL RED 17-09-2026	DEBT	T-Bills	SOVEREIGN	5.19%	44.51	5.95%
8	Aditya Birla Money Ltd.	DEBT	CP	CRISIL A1	7.06%	39.47	5.28%
9	91 DAYS TBILL RED 23-07-2026	DEBT	T-Bills	SOVEREIGN	5.15%	34.89	4.66%
10	ICICI Securities Ltd.	DEBT	CP	CRISIL A1	6.84%	34.55	4.62%

Similar Funds

SIP Returns

Amount (₹)

Date

7th

Period	SIP Date	Inv(₹)	Val(₹)	Abs(%)	XIRR

Lumpsum Returns

Amount (₹)

Period	Inv Date	Inv(₹)	Val(₹)	Abs(%)	CAGR
SI	01 Aug, 16	1 L.	100000	-0.0%	N/A

SIP Calculator

Visualize how small monthly investments grow over time.

Monthly SIP Amount

Max: ₹10 Cr

₹

Investment Tenure

Max: 40 Years

Years

Expected Annual Return (SIP)

Max: 30%

Expected Inflation

Max: 20%

Annual Step-up

Beat inflation and compound wealth faster with an annual step-up.

Max: 500%

Initial Lumpsum

Max: ₹1000 Cr

₹

Expected Return on Lumpsum

Max: 30%

Future Value

₹23.80L

With SIP Amount ₹5,000

Total Invested

₹9.00L

Total Profit

₹14.80L

SIP Invested₹9.00L

SIP Gain₹14.80L

Lumpsum Inv.₹0

Lumpsum Gain₹0

Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%

Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.