• Mutual Funds
  • PGIM Mutual Funds
  • PGIM India Hybrid Equity Fund (PIDCW-M)

Formerly PGIM India Hyb Eq Mn DP

PGIM Mutual Funds

PGIM India Hybrid Equity Fund (PIDCW-M)

HybridAggressive Hybrid

23.47

NAV (Mar 27)

10.3%
5 Year CAGR
Scripbox Opinion
Not Recommended
Click here for top ranked funds in aggressive hybrid mutual funds.

Aggressive hybrid funds provides varying combinations of equity & debt and is suitable for investment objectives with duration specific to the fund category.

Aggressive hybrid funds are primarily equity funds with 20-35% invested in debt.

This makes their performance difficult to assess.

With a high Equity component, the impact of market fluctuations on these funds is also high.It is better for investors to make the allocation to equity & debt themselves and choose the right funds in each asset class.

Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

Our analysis of this fundLearn how we rate funds ->

Fund Size

Poor

The performance of the fund on a Fund Size metric has been Poor

Outperformance Consistency

Neutral

The performance of the fund on a Outperformance Consistency metric has been Neutral

Invest in this fund
Scripbox Recommended Equity Funds
Want the equity funds that are right for your long term equity investment needs?Learn more
fund-logo
Parag Parikh Flexi Cap Regular Growth
17.1%5Y CAGR
fund-logo
HDFC Large and Mid Cap Fund Growth
12.7%5Y CAGR
fund-logo
PGIM India Midcap Opportunities Fund Regular Growth
15.8%5Y CAGR
fund-logo
Canara Robeco Bluechip Equity Fund Regular Plan Growth
12.4%5Y CAGR

Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

23.47

NAV (Mar 27)

Fund Returns

Last 1Y
21.7%
Last 3Y
11.3%
Last 5Y
10.3%
Last 10Y
NA
Since Inception
8.2%
6 Month CAGR
10.4%

Scheme Information

Investment Objective

The investment objective of the scheme is to seek to generate long term capital appreciation and income from a portfolio of equity and equity related securities as well as fixed income securities.

Expense Ratio
2.32
Launched (8y ago)
Sep 22, 2016
AUM in Crores
209.603
ISIN
INF663L01NY6
Lock-in
No Lock-in
Benchmark
CRISIL Hybrid 35+65 - Agg TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
9.6
Standard Deviation (5yr)
14.4
Beta (3yr)
0.92
Beta (5yr)
1.1
Sharpe Ratio (3yr)
0.563
Sharpe Ratio (5yr)
0.459
YTM
7.25
Fund Managers

Ojasvi Khicha

Fund Manager

Puneet Pal

Fund Manager

Vinay Paharia

Fund Manager

Anandha Padmanabhan Anjeneyan

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
PGIM India Hybrid Equity Fund (PIDCW-M)70%9,42,667 2,10,05510.3%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2024-03-27

Top Stock Holdings

pgim jennison global eq opps usd i acc

11.9%
11.9%

icici bank ltd

5.6%
5.6%

hdfc bank ltd

5%
5%

reliance industries ltd

4.5%
4.5%

7.26% govt stock 2032

4.3%
4.3%
See all holdings

Allocation by Sector

financial services

19.5%
19.5%

consumer cyclical

8.3%
8.3%

technology

7.1%
7.1%

industrials

6.9%
6.9%

basic materials

5.7%
5.7%
See all sectors

Comparison with Hybrid Funds

Fund NameFund SizeRolling Returns
Edelweiss Balanced Advantage Fund (G)
Edelweiss Balanced Advantage Fund (G)

₹ 10,622 cr

₹ 32,429 cr

₹ 8,729 cr

₹ 3,389 cr

₹ 1,787 cr

amc-img

About the AMC

PGIM India Asset Management Private Limited

PGIM India Asset Management Private Limited manages assets worth 24,926 crores and was set up on 24 September 2008. It's current offering of mutual fund schemes includes 18 equity,154 debt and 24 hybrid funds.amc-img
phone-img022-61593000
Fund NameScripbox Opinion
Till Date CAGR
PGIM India Midcap Opportunities Fund (G)
PGIM India Midcap Opportunities Fund (G)

20.4%

17.7%

18.8%

16.9%

18.8%

16.9%

8.9%

10.6%

15.9%

13.3%

PGIM India Hybrid Equity Fund (PIDCW-M) Review

PGIM India Hybrid Equity Fund (PIDCW-M) is a Aggressive Hybrid Hybrid fund and has delivered an annualised return of 8.2% over a period of 7 years. The fund was previously known as PGIM India Hyb Eq Mn DP. The fund is managed by PGIM India Asset Management Private Limited. The fund managers are Anandha Padmanabhan Anjeneyan, Ojasvi Khicha, Puneet Pal, Vinay Paharia.

Nav of PGIM India Hybrid Equity Fund (PIDCW-M) as of 3/27/2024 is ₹23.47 with the total AUM as of 3/28/2024 is ₹209.603. With Scripbox you can compare and check the latest nav for all mutual funds in India. PGIM India Hybrid Equity Fund (PIDCW-M) was launched on Sep 22, 2016. The category risk of the fund is Very High Risk.

The minimum SIP amount for PGIM India Hybrid Equity Fund (PIDCW-M) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

Frequently Asked Questions

What is PGIM India Hybrid Equity Fund (PIDCW-M)?

PGIM India Hybrid Equity Fund (PIDCW-M) is a Aggressive Hybrid Hybrid scheme predominantly investing across Hybrid instruments with an investment objective to generate wealth over the long term.

How to invest in PGIM India Hybrid Equity Fund (PIDCW-M)?

You can invest in PGIM India Hybrid Equity Fund (PIDCW-M) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of PGIM India Hybrid Equity Fund (PIDCW-M)?

The minimum sip amount for PGIM India Hybrid Equity Fund (PIDCW-M) is ₹1000. You can invest in multiples of ₹5000.

Is PGIM India Hybrid Equity Fund (PIDCW-M) good to invest in?

As per Scripbox experts, PGIM India Hybrid Equity Fund (PIDCW-M) is a Not Recommended fund. You can investPGIM India Hybrid Equity Fund (PIDCW-M) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the PGIM India Hybrid Equity Fund (PIDCW-M)?

The expense ratio of the PGIM India Hybrid Equity Fund (PIDCW-M) is 2.32% for regular plan.