- Mutual Funds
- PGIM Mutual Funds
- PGIM India Hybrid Equity Fund (RIDCW-M)
Formerly PGIM India Hyb Eq Mn DR
PGIM India Hybrid Equity Fund (RIDCW-M)
₹ 22.11
NAV (Sep 29)
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.
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 22.11
NAV (Sep 29)
Fund Returns
Last 1Y | 14.3% |
Last 3Y | 14% |
Last 5Y | 8.4% |
Last 10Y | NA |
Since Inception | 7.3% |
6 Month CAGR | 10.1% |
Scheme Information
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 | 2.34 |
Launched (7y ago) | Sep 22, 2016 |
AUM in Crores | 224.792 |
ISIN | INF663L01NZ3 |
Lock-in | No Lock-in |
Benchmark | CRISIL Hybrid 35+65 - Agg TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 10.7 |
Standard Deviation (5yr) | 14.3 |
Beta (3yr) | 0.99 |
Beta (5yr) | 1.11 |
Sharpe Ratio (3yr) | 0.837 |
Sharpe Ratio (5yr) | 0.284 |
YTM | 7.31 |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| PGIM India Hybrid Equity Fund (RIDCW-M) | 8,98,504 | 1,65,892 | 8.4% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
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
Top Stock Holdings
pgim jennison global eq opps usd i acc
10.4%icici bank ltd
7.4%hdfc bank ltd
6.9%reliance industries ltd
6.9%infosys ltd
4.4%Allocation by Sector
financial services
24.3%energy
6.9%technology
6.6%consumer defensive
6.3%consumer cyclical
5.6%Comparison with Hybrid Funds
| Fund Name | Fund Size | Rolling Returns |
|---|---|---|
₹ 7,475 cr | ||
₹ 25,274 cr | ||
₹ 9,394 cr | ||
₹ 3,302 cr | ||
₹ 1,335 cr |
About the AMC
PGIM India Asset Management Private Limited
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
29.1% | 17.4% | ||
28.5% | 16.7% | ||
28.5% | 16.7% | ||
21.9% | 12.7% | ||
0.9% | 8.7% |
PGIM India Hybrid Equity Fund (RIDCW-M) Review
PGIM India Hybrid Equity Fund (RIDCW-M) is a Aggressive Hybrid Hybrid fund and has delivered an annualised return of 7.3% over a period of 7 years. The fund was previously known as PGIM India Hyb Eq Mn DR. The fund is managed by PGIM India Asset Management Private Limited. The fund managers are Anandha Padmanabhan Anjeneyan, Ojasvi Khicha, Puneet Pal, Vinay Paharia, Vivek Sharma.
Nav of PGIM India Hybrid Equity Fund (RIDCW-M) as of 9/29/2023 is ₹22.11 with the total AUM as of 10/4/2023 is ₹224.792. With Scripbox you can compare and check the latest nav for all mutual funds in India. PGIM India Hybrid Equity Fund (RIDCW-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 (RIDCW-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 (RIDCW-M)?
How to invest in PGIM India Hybrid Equity Fund (RIDCW-M)?
You can invest in PGIM India Hybrid Equity Fund (RIDCW-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 (RIDCW-M)?
The minimum sip amount for PGIM India Hybrid Equity Fund (RIDCW-M) is ₹1000. You can invest in multiples of ₹5000.
Is PGIM India Hybrid Equity Fund (RIDCW-M) good to invest in?
As per Scripbox experts, PGIM India Hybrid Equity Fund (RIDCW-M) is a Not Recommended fund. You can investPGIM India Hybrid Equity Fund (RIDCW-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 (RIDCW-M)?
The expense ratio of the PGIM India Hybrid Equity Fund (RIDCW-M) is 2.34% for regular plan.