Formerly DHFL Pramerica Hyb Eq Reg Ann DR
₹ 12.73
NAV (Feb 23)
Neutral
However, Scripbox does not recommend investing in aggressive hybrid mutual funds.
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.
Track Record
2 Years. The fund has an Extended history for analysis and the track record is excellent.
Relative Size
100 Cr. Small within the category
Category View
Neutral. The category has a neutral investment outlook
Consistency Of Performance
Poor. The historical performance of the fund has been poor
Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.
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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.
Low
Low to Moderate
Moderate
Moderately High
High
Very High
Very High Risk
2.39 %
Expense Ratio
Feb 25, 2019
Launched (2y ago)
₹ 100
AUM in Crores
INF663L01ZB8
ISIN
No Lock-in
Lock-in
CRISIL Hybrid 35+65 - Agg TR INR
Benchmark
₹ 1,000
SIP Minimum
₹ 5,000
Lumpsum Min.
Returns Calculator Comparison
of
for
with step up of
Instrument | Returns | Total Corpus | Gains | Annualised % |
---|---|---|---|---|
Mutual Fund | ₹ 965,796 | ₹ 233,184 | 11.25% | |
EPF | ₹ 900,761 | ₹ 168,149 | 8.50% | |
Property | ₹ 867,662 | ₹ 135,050 | 7.00% | |
PPF | ₹ 869,819 | ₹ 137,207 | 7.10% | |
Bank FD | ₹ 846,471 | ₹ 113,859 | 6.00% | |
Gold | ₹ 846,471 | ₹ 113,859 | 6.00% | |
Savings Bank | ₹ 825,950 | ₹ 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.
Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.
Comparison with Hybrid Funds
Aggressive Hybrid
26 Years
Age
Track Record
Aggressive Hybrid
22 Years
Age
Track Record
Conservative Hybrid
17 Years
Age
Track Record
Aggressive Hybrid
20 Years
Age
Track Record
Multi Asset Allocation
20 Years
Age
Track Record
About the AMC
PGIM India Asset Management Private Limited
PGIM India Asset Management Private Limited manages assets worth 6,378 crores and was set up on 24 September 2008. It's current offering of mutual fund schemes includes 15 equity,131 debt and 30 hybrid funds.
Liquid
Top Ranked
₹ 676 Cr
Fund Size
5.9%
3Y returns
International - Others
Top Ranked
₹ 769 Cr
Fund Size
31.8%
3Y returns
Diversified
Top Ranked
₹ 556 Cr
Fund Size
14.9%
3Y returns
Liquid
Top Ranked
₹ 676 Cr
Fund Size
N/A
3Y returns
Corporate Bond
Top Ranked
₹ 85 Cr
Fund Size
8%
3Y returns
Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.
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PGIM India Hybrid Equity Fund (DR-A) is a aggressive hybrid hybrid fund and has delivered an annualised return of 12.9% over a period of 2 years .The fund was previously known as DHFL Pramerica Hyb Eq Reg Ann DR.The fund is managed by PGIM India Asset Management Private Limited.The fund managers are Alok Agarwal, Kumaresh Ramakrishnan
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. However, there is no assurance that the objective of the scheme will be realized.
The PGIM India Hybrid Equity Fund (DR-A) fund was launched on Feb 25, 2019. The NAV (Net Asset Value) of this aggressive hybrid hybrid as of 2021-02-23 is ₹ 12.73. The total AUM (Asset Under Management) of the fund as of 2021-02-24 is ₹ 99.728. The category risk of the PGIM India Hybrid Equity Fund (DR-A) fund is Very High Risk. The fund charges 2.39 % as expense ratio.
The fund’s highest allocation is towards equity and has invested 77.6% in this asset class. The top three holdings of the fund are 6.84% govt stock 2022,small industries development bank of india and 8.29% andhra pradesh sdl 2026
The minimum SIP (Systematic Investment Plan) amount for this 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.
This fund is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to CRISIL Hybrid 35+65 - Agg TR INR
PGIM India Hybrid Equity Fund (DR-A) has a score of 2 on a scale of 5. The fund scores 5 out of 5 based on historical performance. As compared to the other funds in its category, PGIM India Hybrid Equity Fund (DR-A) has a score of 2 out of 5. Scipbox has rated this fund 2 out of 5 based on consistency of performance over various years / tenures.