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PGIM India Gilt Fund

Gilt Fund · PGIM India Asset Management Private Limite

In plain words

Among the 139 similar gilt funds we track, this one has grown money faster than most. ₹1 lakh invested 5 years ago would be about ₹1.3 lakh today. Investing ₹10,000 every month for the last 10 years would have put in ₹12.1 lakh and grown it to about ₹16.7 lakh. Be warned: in its worst stretch, ₹1 lakh briefly shrank to about ₹96,840. Its ride has historically been comparatively steady.

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PGIM India Gilt Fund is a gilt fund from PGIM India Asset Management Private Limite. It has a track record of about 10.5 years. As of the latest data it carries an RS rating of 40/99 (its recent momentum versus category peers) and a King Score of 81/100 (a long-term quality composite). The current NAV is ₹33.42 (as of 2026-09-16).

At a glance. Long-term quality (King Score): 81/100 · Current momentum (RS): 40/99 · 5-year CAGR: 5.5% · Worst-ever fall: -3.16%
40RS rating
81King Score
6.13%3Y CAGR
5.5%5Y CAGR
-3.16%Max drawdown
-0.11Sharpe 3Y
0.6%Expense
79AUM ₹Cr

Growth of ₹100 - last 5 years

2021-092026-09
What ₹100 invested 5 years ago would be worth today, from actual NAV history.

PGIM India Gilt Fund returns: last 1, 3, 5 and 10 years

PeriodThis fundCategory average
1 month-1.37%-1.37%
3 months0.77%1.15%
6 months1.73%2.28%
1 year2.59%3.64%
3 years (CAGR)6.13%6.26%
5 years (CAGR)5.5%5.62%
10 years (CAGR)6.56%6.9%

The last 10 years return of PGIM India Gilt Fund works out to 6.56% a year (CAGR) - ₹1 lakh invested 10 years ago would be about ₹1.9 lakh today. The last 5 years return is 5.5% a year (₹1 lakh → ₹1.3 lakh), and the last 3 years return is 6.13% - behind its category's 6.26% average by 0.1 points. Its trailing one-year return is 2.59%. Trailing returns flatter or disappoint depending on the end date you pick - the year-by-year and rolling-return sections below are a fairer read.

Year-by-year returns

YearPGIM India Gilt FundBenchmark
2018+6.6%n/a
2019+10.7%n/a
2020+10.3%n/a
2021+4.1%n/a
2022+2.8%n/a
2023+7.7%n/a
2024+10.0%n/a
2025+5.0%n/a
2026+1.5%n/a

Calendar-year returns show how bumpy the ride really was - an average hides the good years and the ugly ones.

What a monthly SIP in PGIM India Gilt Fund would have made

A ₹10,000-a-month SIP, using this fund's actual NAV history. SIP returns (XIRR) differ from lumpsum CAGR because your money goes in gradually, averaging your entry price.

SIP durationYou investedIt becameXIRR
3 years₹370,000₹396,4934.54%
5 years₹610,000₹702,4495.58%
10 years₹1,210,000₹1,665,1726.22%

Over 10 years, ₹1,210,000 invested in monthly instalments would have grown to about ₹1,665,172 - an XIRR of 6.22%. Figures are pre-tax and assume you stayed invested throughout.

Risk & drawdowns

MeasureThis fundCategory average
Worst drawdown (lifetime)-3.16%-9.06%
Worst drawdown (3Y)-3.16%-3.8%
Volatility (1Y)4.37%4.58%
Sharpe (3Y)-0.11-0.15
Bull-market return7.0%6.45%
Bear-market return7.3%8.35%

Timing matters more than people admit: the best possible 1-year stretch in PGIM India Gilt Fund (starting 2018-07-16) gained 15.5%, while the worst (starting 2025-05-16) lost 1.9%. The worst peak-to-bottom fall PGIM India Gilt Fund has ever put investors through is -3.16% - the real test of whether you'd have stayed invested. In falling markets (Nifty below its 200-day average) it has returned about 7.3% annualised, versus 7.0% in rising markets.

How PGIM India Gilt Fund behaves when markets fall

When the market is falling (the Nifty below its 200-day average), PGIM India Gilt Fund has historically returned about 7.3% annualised, versus roughly 7.0% when the market is rising. Its deepest fall on record is -3.16%. Right now it sits about 1.37% below its all-time high (last hit 2026-08-14). The real question isn't the average year - it's whether you could hold on through the worst one.

How PGIM India Gilt Fund ranks in its category

Percentile versus its ~139 category peers - 100th is best-in-class, 50th is average. This is the fairest apples-to-apples read.

3-year return
76th
Drawdown resilience
97th
Consistency
77th
Risk-adjusted (Sharpe)
78th

Consistency (rolling returns)

MeasureValue
Median 3Y rolling CAGR7.26%
3Y windows positive100.0%
Worst 3Y window4.38%
Median 5Y rolling CAGR6.94%
Median 10Y rolling CAGR6.96%

Instead of one lucky start date, rolling returns test every start date. Across all 3-year windows in its history, PGIM India Gilt Fund returned a median of 7.26% a year, and 100.0% of those windows were positive.

Who manages PGIM India Gilt Fund - and how good are they?

PGIM India Gilt Fund is managed by Puneet Pal and Akhil Dhar. Below is each manager's complete track record - every fund they currently run, judged on the same numbers as everything else on this page - so you can see whether this fund is in strong hands or is the outlier in a weak book.

Puneet Pal's full record

Puneet Pal currently runs 15 funds, across Aggressive Hybrid Fund, Equity Savings, Flexi Cap Fund, Gilt Fund and more, with about ₹20,798 Cr under management. The book's average King Score is 66.7/100. Their strongest fund by King Score is PGIM India Liquid Fund (91/100); PGIM India Gilt Fund ranks #2 of 15 in their book.

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#FundRSKing3M6M1Y3Y CAGR5Y CAGR10Y CAGRSharpeRoll 3YWorst fall
1PGIM India Liquid Fund96911.7%3.5%6.6%7.0%6.4%6.2%1.436.1%-0.1%
2PGIM India Gilt Fund (this page)40810.8%1.7%2.6%6.1%5.5%6.6%-0.117.3%-3.2%
3PGIM India Small Cap Fund73778.3%25.0%11.8%15.8%13.3%n/a0.5815.8%-24.6%
4PGIM India Money Market Fund68741.9%3.5%6.5%7.2%6.6%n/a1.226.5%-0.8%
5PGIM India Overnight Fund64741.2%2.5%5.2%6.0%5.7%n/a-2.055.5%0.0%
6PGIM India Ultra Short Duration Fund79671.8%3.5%6.4%7.1%6.5%7.2%1.147.2%-30.3%
7PGIM India CRISIL IBX Gilt Index - Apr 2028 Fund65671.2%2.3%5.3%7.1%n/an/a0.577.2%-0.7%
8PGIM India Equity Savings Fund76601.3%2.7%3.2%6.4%6.1%7.5%-0.038.1%-16.2%
9PGIM India Flexi Cap Fund49501.9%8.3%-0.7%9.5%7.8%14.4%0.2214.2%-36.5%
10PGIM India Aggressive Hybrid Equity Fund4348-0.9%3.9%-3.5%8.2%6.8%9.5%0.1811.5%-31.2%
11PGIM India Midcap Fund26450.8%10.3%-1.8%10.3%9.9%16.1%0.2515.4%-36.4%
12PGIM India Healthcare Fund96n/a9.8%23.0%22.4%n/an/an/a0.42n/a-14.4%
13PGIM India Multi Cap Fund78n/a4.1%14.5%5.8%n/an/an/a-0.21n/a-18.1%
14PGIM India Large and Midcap Fund62n/a2.2%8.4%-0.6%n/an/an/a0.22n/a-15.5%
15PGIM India Multi Asset Allocation Fundn/an/a0.7%3.2%n/an/an/an/an/an/a-8.6%

Akhil Dhar's full record

Akhil Dhar currently runs 6 funds, across ELSS, Gilt Fund, Large Cap Fund, Liquid Fund and more, with about ₹2,001 Cr under management. The book's average King Score is 69.2/100. Their strongest fund by King Score is PGIM India Liquid Fund (91/100); PGIM India Gilt Fund ranks #2 of 6 in their book.

Tap any column heading to sort.

Swipe the table sideways to see all 13 columns →
#FundRSKing3M6M1Y3Y CAGR5Y CAGR10Y CAGRSharpeRoll 3YWorst fall
1PGIM India Liquid Fund96911.7%3.5%6.6%7.0%6.4%6.2%1.436.1%-0.1%
2PGIM India Gilt Fund (this page)40810.8%1.7%2.6%6.1%5.5%6.6%-0.117.3%-3.2%
3PGIM India Money Market Fund68741.9%3.5%6.5%7.2%6.6%n/a1.226.5%-0.8%
4PGIM India Ultra Short Duration Fund79671.8%3.5%6.4%7.1%6.5%7.2%1.147.2%-30.3%
5PGIM India ELSS Tax Saver Fund69561.9%9.1%-2.1%8.1%9.6%13.1%0.1315.3%-36.7%
6PGIM India Large Cap Fund5846-0.8%2.8%-5.3%6.5%6.3%10.5%0.013.1%-37.4%

A caveat worth keeping: funds often have co-managers, and results belong to the whole team and process rather than one person. A manager's book tells you about their range and consistency, not a guarantee of skill.

Cost & fund basics

DetailValue
Expense ratio (Direct)0.6%
Exit loadNo exit load
Minimum investment₹5000
Fund size (AUM)₹79 Cr
Age10.5 years
Plan / OptionDirect · Growth

How PGIM India Gilt Fund compares to peers

FundRSKing3Y CAGR
Bandhan Gilt Fund98937.9%
UTI - Gilt Fund78896.6%
Axis Gilt Fund82877.1%
SBI Gilt Fund76866.6%
Baroda BNP Paribas GILT FUND49856.5%
ICICI Prudential Gilt Fund81856.9%
Compare side by side. Chart PGIM India Gilt Fund against these peers on one screen - rebased returns, drawdowns, rolling windows and stock-level overlap.
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Overlap warning: funds in the same category often own many of the same stocks - holding several rarely adds the diversification people expect.

What these numbers mean

RS rating (1-99) ranks a fund's recent momentum against its category - higher is stronger right now. King Score (0-100) is a long-term quality composite (returns, consistency, drawdown, risk-adjusted return) versus peers. Max drawdown is the worst peak-to-bottom fall the fund has ever experienced. Rolling returns test every possible start date, so one lucky (or unlucky) entry point can't distort the picture. Every formula behind this page is public - see how we calculate every number.

PGIM India Gilt Fund review: the bottom line

On the data, its strengths are a strong long-term quality score (81/100), a low expense ratio (0.6%). Whether it fits you depends on your goals, horizon and risk appetite - this page describes the fund, it does not recommend it.

Related

Frequently asked questions

Is PGIM India Gilt Fund a good mutual fund?

That depends on your goals and risk tolerance - this is descriptive research, not advice. On the numbers, PGIM India Gilt Fund scores 81/100 on our King Score and RS 40/99 within its category, has compounded 6.13% a year over three years, and its worst drawdown was -3.16%. Compare those against your needs and the peer table above.

What is the NAV of PGIM India Gilt Fund today?

The latest NAV is ₹33.42 (as of 2026-09-16). NAV (net asset value) is the per-unit price of the fund, published every business day by the AMC.

What is the last 10 years return of PGIM India Gilt Fund?

Over the last 10 years PGIM India Gilt Fund has returned about 6.56% a year (CAGR). In rupees: ₹1 lakh invested 10 years ago would be roughly ₹1.9 lakh today, before tax. See the year-by-year table above for how uneven the ride was.

What is the expense ratio of PGIM India Gilt Fund?

The Direct-plan expense ratio is 0.6% a year. The Direct plan is cheaper than the Regular plan because it carries no distributor commission - over decades that gap compounds meaningfully.

Who is the fund manager of PGIM India Gilt Fund?

PGIM India Gilt Fund is managed by Puneet Pal; Akhil Dhar.

Is PGIM India Gilt Fund safe? How risky is it?

No market-linked fund is 'safe' in the fixed-deposit sense - the honest question is how deep its falls get. Its worst historical drawdown was -3.16% - ₹1 lakh briefly becoming about ₹96,840. As a debt fund, its risk profile is typical of that category. Look at the drawdown, volatility and bear-market figures above and ask whether you could stay invested through the bad stretches.

Is PGIM India Gilt Fund good for SIP?

We can't tell you what to do, but here is what actually happened: a ₹10,000 monthly SIP over the last 10 years grew ₹12.1 lakh into about ₹16.7 lakh (XIRR 6.22%). SIPs average your entry price, which helps most in funds that swing hard - check the crash-behaviour section above to see how it treats investors in bad markets.

What are the SIP returns of PGIM India Gilt Fund?

A ₹10,000/month SIP over 10 years would have grown to about ₹1,665,172 (an XIRR of 6.22%) on ₹1,210,000 invested, using the fund's actual NAV history. See the SIP table above for other durations.

How does PGIM India Gilt Fund rank among similar funds?

On 3-year returns it sits around the 76th percentile of its category, and its consistency ranks 77th percentile. 100th is best-in-class, 50th is average. See the category-ranking section above.

Is PGIM India Gilt Fund tax-efficient / what about capital gains?

As a debt fund, gains follow the rules for its asset class - equity-oriented funds are taxed differently from debt. All returns on this page are pre-tax; your actual post-tax return depends on your holding period and slab. This is descriptive information, not tax advice.

Direct or Regular plan - which is shown here?

All figures on this page are for the Direct-Growth plan (no distributor commission, lower cost). Returns are pre-tax; capital-gains tax depends on your own holding period and slab.

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Data: AMFI NAV history, NSE indices, BSE StAR and monthly disclosures. All figures are pre-tax. Descriptive research and education only - nothing here is investment advice or a recommendation to buy, sell or hold any fund. Past performance does not guarantee future returns.

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