PGIM India Ultra Short Duration Fund(W-IDCW)
Ticker: mf16994
Decent
48/100
☆ Add to Watchlist
More Options
P
PGIM India Ultra Short Duration Fund(DD-IDCW)
The fund shows decent potential but faces challenges in profitability and growth drivers.
View details
L
LIC MF Medium to Long Duration Fund(IDCW)
The fund shows decent potential but lacks strong growth drivers and profitability metrics.
View details
L
LIC MF Medium to Long Duration Fund(Q-IDCW)
The LIC MF Medium to Long Duration Fund shows decent potential but faces challenges in growth consistency and valuation metrics.
View details
L
LIC MF Medium to Long Duration Fund(A-IDCW)
The fund shows potential but faces challenges in growth consistency and valuation. Investors should proceed with caution.
View details
F
Franklin India Conservative Hybrid Fund(M-IDCW)
The fund shows a decent potential for growth with stable profitability, but investors should be cautious of execution risks.
View details
F
Franklin India Conservative Hybrid Fund(Q-IDCW)
The fund presents a conservative investment option with moderate growth potential, but risks remain in execution and transparency.
View details
F
Franklin India Conservative Hybrid Fund(M-IDCW Payout)
The fund shows decent potential but faces challenges in profitability and governance.
View details
H
HSBC CRISIL IBX Gilt June 2027 Index Fund(IDCW)
The fund offers a stable investment option with moderate returns, suitable for risk-averse investors.
View details
S
SBI LT Advantage Fund-IV-(IDCW)
The fund shows decent potential with a stable growth outlook, but investors should be cautious of execution risks and valuation levels.
View details
T
Tata BSE Select Business Groups Index Fund(IDCW Payout)
The Tata BSE Select Business Groups Index Fund shows a decent overall score, reflecting strong fundamentals and growth potential, but with some valuation concerns.
View details
T
Tata BSE Select Business Groups Index Fund(IDCW)
The fund shows decent potential with moderate risks, but investors should be cautious about execution and governance issues.
View details
B
Bank of India Large Cap Fund(IDCW)
The Bank of India Large Cap Fund shows decent potential for growth, but investors should be cautious due to competitive pressures and execution risks.
View details
S
SBI FMP-68-1302D(IDCW)
The stock shows moderate potential but lacks strong growth drivers and profitability consistency.
View details
A
Aditya Birla SL Nifty Next 50 Index Fund(IDCW)
The Aditya Birla SL Nifty Next 50 Index Fund presents a decent investment opportunity with a diversified portfolio and growth potential, but investors should be cautious of market volatility and execution risks.
View details
B
Bank of India Ultra Short Duration Fund(W-IDCW)
The fund shows potential for moderate returns, but investors should be cautious of market volatility and execution risks.
View details
B
Bank of India Ultra Short Duration Fund(DD-IDCW)
The fund shows decent potential with moderate risks, but investors should be cautious of market volatility and execution challenges.
View details
Business Overview
PGIM India Ultra Short Duration Fund (W-IDCW) is designed for investors seeking stable returns with lower risk exposure. Ideal for conservative investors or those looking to park funds for a short duration, this fund focuses on high-quality debt instruments. It aims to provide liquidity while generating income, making it a smart choice for those wanting to enhance their portfolio without significant volatility.
- Designed for conservative investors
- Focuses on high-quality debt instruments
- Offers stability and liquidity
- Ideal for short-term investment horizons
- Aims to generate consistent income
- Managed by experienced professionals
Investment Thesis
PGIM India Ultra Short Duration Fund stands out due to its robust promoter credibility, significant growth in digital services, and attractive valuations compared to peers. This combination positions the fund as a compelling choice for investors seeking stability and growth in the fixed income space.
- Strong backing from PGIM, a globally recognized financial services leader.
- Increasing adoption of digital services enhances operational efficiency and investor access.
- Valuations are competitive, providing an attractive entry point for investors.
- Focus on ultra-short duration instruments minimizes interest rate risk.
- Consistent performance track record boosts investor confidence.
Opportunity vs Risk
Opportunities
- Stable income generation
- Low interest rate environment
- Diversification for portfolio
- Potential capital appreciation
Risks ⚠️
- Market volatility impact
- Interest rate fluctuations
- Credit risk of bonds
- Liquidity concerns in downturns
Peer Perspective
PGIM India Ultra Short Duration Fund is currently trading at a slight premium compared to peers like HDFC Ultra Short and ICICI Prudential Ultra Short, with rerating potential hinging on consistent margin stability and improved yield performance.
📊 Stock Investment Checklist (100 Points)
PGIM India Ultra Short Duration Fund(W-IDCW) • Updated: 2025-10-01 15:23:25
-
10BusinessHighThe sector is stable but lacks significant growth drivers.
-
10GrowthHighRevenue growth has been inconsistent over the past few years.
-
10ProfitabilityHighROE and ROCE are moderate, with cash flow being stable.
-
8ValuationHighValuation metrics are in line with peers but not compelling.
-
7BalanceHighDebt levels are manageable, but liquidity could be improved.
-
6GovernanceGoodPromoter holding is decent, but there are some concerns about disclosures.
-
5DriversGoodLimited growth catalysts and execution risks are present.
-
5TechnicalsGoodMarket sentiment is neutral with low liquidity.
Final Score & Verdict
Score 48 / 100
• Decent
The fund shows moderate performance metrics but lacks strong growth prospects, making it a cautious investment.