How to check the XIRR of PGIM India Insta Cash Fund-Institutional Plan-Growth?

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

How to check portfolio overlap for PGIM India Insta Cash Fund-Institutional Plan-Growth?

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

PGIM India Insta Cash Fund-Institutional Plan-Growth

PGIM Mutual Fund

Expense Ratio: 0.22

Risk: Low to Moderate

Debt Scheme - Liquid Fund

Plan: Regular

Benchmark: CRISIL Liquid Debt A-I Index

Inception: 14-01-2003

Exit Load: Nil

Fund Size:₹556.61 Cr

Performance

FundN/A

Cat. Avg.2.42%

FundN/A

Cat. Avg.3.28%

FundN/A

Cat. Avg.4.16%

FundN/A

Cat. Avg.2.97%

10Y

FundN/A

Cat. Avg.3.73%

Fund0.00%

Cat. Avg.15.64%

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

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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	6.50%	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

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NAV / Fund Size

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Incep: 01-01-2000

Aggressive Hybrid FundVery High RiskHybrid

-3.37%

1.48%

11.45%

11.98%

13.11%

Fund Details

ICICI Prudential Equity & Debt Fund - Growth

NAV / Fund Size₹392.55₹49,545.95 Cr

Aggressive Hybrid FundVery High RiskHybrid

-3.37%

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11.45%

11.98%

13.11%

Edelweiss Small Cap Fund - Regular Plan - Growth

Edelweiss Mutual Fund

Expense Ratio: 1.81

NAV / Fund Size

₹45.58₹5,429.23 Cr

Incep: 18-01-2019

Small Cap FundVery High RiskEquity

3.71%

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Fund Details

Edelweiss Small Cap Fund - Regular Plan - Growth

NAV / Fund Size₹45.58₹5,429.23 Cr

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PGIM India Liquid Fund - Growth

PGIM Mutual Fund

Expense Ratio: 0.22

NAV / Fund Size

₹367.90₹556.61 Cr

Incep: 14-01-2003

Liquid FundLow to Moderate RiskDebt

6.40%

6.58%

6.83%

6.30%

6.15%

Fund Details

PGIM India Liquid Fund - Growth

NAV / Fund Size₹367.90₹556.61 Cr

Liquid FundLow to Moderate RiskDebt

6.40%

6.58%

6.83%

6.30%

6.15%

SIP Returns

Amount (₹)

Date

7th

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

Lumpsum Returns

Amount (₹)

Period	Inv Date	Inv(₹)	Val(₹)	Abs(%)	CAGR
SI	28 Jul, 19	1 L.	1 L.	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.