Should I invest in PGIM India Premier Bond Fund - Half-Yearly Bonus?

We don't give personal investment advice. PGIM India Premier Bond Fund - Half-Yearly Bonus is suitable for an investor whose:time horizon matches the fund's modified duration — short-duration funds for 1-3 year goals, long-duration for 7+ yearsprimary goal is capital preservation or steady accrual, not high growthtax slab is moderate — high-slab investors should evaluate post-tax yield against tax-free alternatives (PPF, tax-free bonds)Cross-check the numbers above against alternatives before deciding.

PGIM India

PGIM India Premier Bond Fund - Half-Yearly Bonus

Latest NAV

₹13.5688

As of

24 May 2019

775 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	+0.12%	-0.03%	+0.15	1 / 33	Q1
1W	+0.65%	-2.95%	+3.60	1 / 34	Q1
2W	+0.99%	-2.91%	+3.90	2 / 34	Q1
1M	+1.23%	-2.61%	+3.84	5 / 34	Q1
3M	+2.19%	-2.07%	+4.26	4 / 34	Q1
6M	+3.90%	-2.39%	+6.28	3 / 32	Q1
YTD	+3.25%	-2.57%	+5.82	2 / 32	Q1
1Y	+6.93%	-1.96%	+8.89	3 / 32	Q1
2Y	+5.12%	-1.28%	+6.40	8 / 30	Q2
3Y	+6.06%	-1.54%	+7.60	6 / 30	Q1
4Y	—	—	—	—	—
5Y	—	—	—	—	—
7Y	—	—	—	—	—
10Y	—	—	—	—	—
Inception	+6.30%	-0.71%	+7.01	7 / 34	Q1

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2019 YTD	+3.25%	+2.92%	+0.33	7 / 25
2018	+4.20%	+1.55%	+2.64	8 / 25
2017	+4.43%	+1.65%	+2.77	9 / 25
2016	—	—	—	—

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+5.21%

28 windows

min 2.5% · max 8.7%

100% positive

Limited basis — fund is young, so this average may be skewed by which 1Y windows happen to be available.

3-Year rolling

+5.97%

3 windows

min 5.8% · max 6.1%

100% positive

Limited basis — fund is young, so this average may be skewed by which 3Y windows happen to be available.

5-Year rolling

—

Insufficient history

7-Year rolling

—

Insufficient history

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

1.81%

3-year · annualised

Sharpe ratio

-0.33

vs risk-free 6.5%

Sortino ratio

-0.94

Downside-only deviation

Max drawdown

-1.25%

Apr 2018 → May 2018

% positive months

86.1%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in Corporate Bond Fund

Scheme	Fund house	NAV	As of
HDFC Corporate Bond Fund - IDCW Option	HDFC	₹20.7861	17 Jul 2026
NIPPON INDIA CORPORATE BOND FUND - IDCW Option	Nippon India	₹20.3474	17 Jul 2026
ICICI Prudential Corporate Bond Fund -Quarterly IDCW	ICICI Prudential	₹11.3479	17 Jul 2026
Templeton India Income Builder Account-Dividend	Franklin Templeton	₹16.9075	17 Jul 2026
BARODA BNP PARIBAS Corporate Bond Fund - Defunct Plan - Annual-IDCW Option	Baroda BNP Paribas	₹12.1913	17 Jul 2026
PGIM India Corporate Bond Fund - Annual Dividend	PGIM India	₹10.2515	17 Jul 2026
Birla Sun Life Income Fund-Plan B(Growth)	Birla Sun Life	₹119.2480	17 Jul 2026
Reliance Medium Term Fund- Daily Dividend Plan	Reliance	₹17.0673	17 Jul 2026

Recent NAVs

Date	NAV
24 May 2019	₹13.5688
23 May 2019	₹13.5522
22 May 2019	₹13.5287
21 May 2019	₹13.5172
20 May 2019	₹13.5198
17 May 2019	₹13.4818
16 May 2019	₹13.4716
15 May 2019	₹13.4650
14 May 2019	₹13.4643
13 May 2019	₹13.4540

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 24 May 2019, the NAV of PGIM India Premier Bond Fund - Half-Yearly Bonus is ₹13.5688. It's a Corporate Bond Fund from PGIM India, run as a Unknown plan IDCW (dividend) option. NAVs update once per business day from the AMFI feed.

PGIM India Premier Bond Fund - Half-Yearly Bonus has NAV history starting from 08 Mar 2016, a track record of about 10 years 4 months. That's enough history to evaluate the fund across one or two market cycles. Look at rolling returns rather than point-to-point to judge consistency.

PGIM India Premier Bond Fund - Half-Yearly Bonus is managed by PGIM India. It's classified by AMFI under the 'Corporate Bond Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, PGIM India Premier Bond Fund - Half-Yearly Bonus has delivered a absolute return of 6.93% — +8.89 pp ahead of the Corporate Bond Fund category average of -1.96%. The fund ranks #3 of 32 in its category — the top (Q1) quartile.

Over the trailing 3-year window, PGIM India Premier Bond Fund - Half-Yearly Bonus has delivered a CAGR of 6.06% — +7.6 pp ahead of the Corporate Bond Fund category average of -1.54%. The fund ranks #6 of 30 in its category — the top (Q1) quartile.

PGIM India Premier Bond Fund - Half-Yearly Bonus doesn't have a complete 5-year window yet (we need at least 5 year of NAVs). Check the shorter-window returns above.

₹1 lakh invested in PGIM India Premier Bond Fund - Half-Yearly Bonus exactly 3 years ago would be worth approximately ₹119,297 today — a multiplier of 1.19×, based on the 3-year CAGR of 6.06%. The category average over the same window would have grown ₹1 lakh to ₹95,438.

A ₹10,000 monthly SIP in PGIM India Premier Bond Fund - Half-Yearly Bonus over the last 3 years — total invested ₹360,000 — would be worth ₹391,260 today. That's an XIRR (money-weighted annualised return) of 5.49%.

PGIM India Premier Bond Fund - Half-Yearly Bonus doesn't yet have 10 years of NAVs. Over the longest available window (3-year SIP), ₹10,000/month would have grown to ₹391,260 — XIRR 5.49%.

On a 3-year basis, PGIM India Premier Bond Fund - Half-Yearly Bonus ranks #6 out of 30 funds in the Corporate Bond Fund category — that places it in the top quartile (Q1) — strong outperformance. The category average return over the same window is -1.54%; this fund delivered 6.06%.

The worst peak-to-trough decline PGIM India Premier Bond Fund - Half-Yearly Bonus has experienced over the last 3-year window is 1.25% — its NAV fell from a high on 09 Apr 2018 to a low on 17 May 2018. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 3-year rolling windows, PGIM India Premier Bond Fund - Half-Yearly Bonus averaged 5.97% (best 6.08%, worst 5.76%). 100% of rolling windows ended positive. The 3-year Sharpe ratio is -0.33 — negative risk-adjusted performance.

In calendar year 2018, PGIM India Premier Bond Fund - Half-Yearly Bonus returned 4.20% — beating the Corporate Bond Fund category average of 1.55% by 2.64 pp. It ranked #8 of 25 in its category that year.

PGIM India Premier Bond Fund - Half-Yearly Bonus is classified as a Debt fund. For units acquired on or after 1 April 2023, all gains are taxed at your income-tax slab rate regardless of holding period — there's no LTCG concession or indexation. For pre-April-2023 units, the old rules with indexation still apply on long-term gains.

We don't give personal investment advice. PGIM India Premier Bond Fund - Half-Yearly Bonus is suitable for an investor whose:

time horizon matches the fund's modified duration — short-duration funds for 1-3 year goals, long-duration for 7+ years
primary goal is capital preservation or steady accrual, not high growth
tax slab is moderate — high-slab investors should evaluate post-tax yield against tax-free alternatives (PPF, tax-free bonds)

Cross-check the numbers above against alternatives before deciding.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.