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  • PGIM India Hybrid Equity Fund Inc Dist cum Cap Wdrl (PIDCW-A)

Formerly PGIM India Hyb Eq Reg Ann DP

PGIM Mutual Funds

PGIM India Hybrid Equity Fund Inc Dist cum Cap Wdrl (PIDCW-A)

HybridAggressive Hybrid

12.98

NAV (Mar 05)

13.8%
Till Date CAGR
Scripbox Opinion

Neutral

Click here for top ranked funds in aggressive hybrid mutual funds.

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.

Our analysis of this fundLearn how we rate funds ->

Track Record

2 Years. The fund has an Extended history for analysis and the track record is excellent.

Relative Size

185 Cr. Small within the category

Category View

Neutral. The category has a neutral investment outlook

Consistency Of Performance

Relatively moderate. The historical performance of the fund has been OK

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    Historical growth rate of 12% per annum
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    Recommended Duration 1 - 5 years
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    No Lock-in
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    Expert Investing Only

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Historical NAV

12.98

NAV (Mar 5)

Fund Returns

Last 1Y

23.4%

Last 3Y

NA

Last 5Y

NA

Last 10Y

NA

Since Inception

13.8%

6 Month CAGR

24.1%

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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.

Low

Low to Moderate

Moderate

Moderately High

High

Very High

Very High Risk

Expense Ratio

2.42

Launched (2y ago)

Feb 25, 2019

AUM in Crores

184.552

ISIN

INF663L01ZA0

Lock-in

No Lock-in

Benchmark

CRISIL Hybrid 35+65 - Agg TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Fund Managers
user-avatar

Alok Agarwal

Fund Manager

user-avatar

Kumaresh Ramakrishnan

Fund Manager

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Ravi Adukia

Fund Manager

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Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 9,65,796 ₹ 2,33,18411.25%
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.

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Build Long Term Wealth

Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

  • Inflation beating returns
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comparison

Comparison with Hybrid Funds

Fund NameScripbox OpinionFund SizeTrack Record
Aditya Birla Sun Life Equity Hybrid 95 Fund (G)

Aditya Birla Sun Life Equity Hybrid 95 Fund (G)

₹ 8,193 cr

5

₹ 18,740 cr

5

₹ 3,414 cr

5

₹ 471 cr

5

₹ 2,707 cr

5

amc-icon

About the AMC

PGIM India Asset Management Private Limited

PGIM India Asset Management Private Limited manages assets worth 15,335 crores and was set up on 24 September 2008. It's current offering of mutual fund schemes includes 15 equity,133 debt and 33 hybrid funds.

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  • tel-amc-about
    022-61593000
  • mail-amc-about
    care@pgimindia.co.in
  • Fund NameScripbox Opinion
    Till Date CAGR

    4.8%

    7.3%

    30.8%

    12.2%

    28.5%

    15.2%

    -

    3.4%

    4.7%

    5.5%

    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration 1 - 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Expert Investing Only
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Parag Parikh Flexi Cap fund (Growth)

    Parag Parikh Flexi Cap fund (Growth)

    Equity

    Diversified

    Mirae Asset Large Cap Fund (Growth)

    Mirae Asset Large Cap Fund (Growth)

    Equity

    Large Cap

    Axis Bluechip Fund (Growth)

    Axis Bluechip Fund (Growth)

    Equity

    Large Cap

    Invesco India Growth Opportunities Fund (Growth)

    Invesco India Growth Opportunities Fund (Growth)

    Equity

    Diversified

    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual funds

    We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

    What Scripbox recommendations mean?
    Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Sub-asset Class View

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

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    About PGIM India Hybrid Equity Fund Inc Dist cum Cap Wdrl (PIDCW-A)

    About PGIM India Hybrid Equity Fund Inc Dist cum Cap Wdrl (PIDCW-A)

    PGIM India Hybrid Equity Fund Inc Dist cum Cap Wdrl (PIDCW-A) is a Aggressive Hybrid Hybrid fund and has delivered an annualised return of 13.8% over a period of 2 years. The fund was previously known as PGIM India Hyb Eq Reg Ann DP . The fund is managed by PGIM India Asset Management Private Limited. The fund managers are Alok Agarwal, Kumaresh Ramakrishnan, Ravi Adukia

    PGIM India Hybrid Equity Fund Inc Dist cum Cap Wdrl (PIDCW-A) 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. . However, there is no assurance that the objective of the scheme will be realized.

    PGIM India Hybrid Equity Fund Inc Dist cum Cap Wdrl (PIDCW-A) NAV,AUM,Risk

    The PGIM India Hybrid Equity Fund Inc Dist cum Cap Wdrl (PIDCW-A) fund was launched on Feb 25, 2019. The NAV (Net Asset Value) of this Aggressive Hybrid Hybrid fund as of 2021-03-05 is ₹12.98. The total AUM (Asset Under Management) of the fund as of 07/12/2021 is ₹184.552. The category risk of the PGIM India Hybrid Equity Fund Inc Dist cum Cap Wdrl (PIDCW-A) fund is Very High Risk. The fund charges 2.42 % as expense ratio.

    PGIM India Hybrid Equity Fund Inc Dist cum Cap Wdrl (PIDCW-A) Holdings

    The fund’s highest allocation is towards Equity and has invested 75.4% in this asset class. The top three holdings of the fund are , clearing corporation of india ltd. , pgim jennison global eq opps usd i acc , net receivables / (payables) , reliance industries ltd , hdfc bank ltd , 6.84% govt stock 2022 , 182 dtb 30122021 , kotak mahindra bank ltd , mahindra & mahindra ltd , future on oil & natural gas corp ltd , small industries development bank of india , tech mahindra ltd , jamnagar utilities & power private limited , tata power co ltd , sagar cements ltd , state bank of india , future on state bank of india , future on hdfc bank ltd , muthoot finance ltd , united breweries ltd , axis bank ltd , united spirits ltd , oberoi realty ltd , pidilite industries ltd , varun beverages ltd , icici bank ltd , chemplast sanmar ltd , esab india ltd , indiamart intermesh ltd , kei industries ltd , astral ltd , housing development finance corporation ltd. , tata consumer products ltd , skf india ltd , aarti industries ltd , infosys ltd , asian paints ltd , endurance technologies ltd , pi industries ltd , atul ltd , bayer cropscience ltd , tata consultancy services ltd , multi commodity exchange of india ltd , gujarat state petronet ltd , steel authority of india ltd , gujarat alkalies & chemicals ltd , bharat forge ltd , coromandel international ltd , hdfc life insurance company limited , icici lombard general insurance co ltd , garware technical fibres ltd , jubilant foodworks ltd , dhanuka agritech ltd , nocil ltd , torrent power ltd , sterlite technologies ltd , hcl technologies ltd , supreme industries ltd , abbott india ltd , abb india ltd , syngene international ltd , phillips carbon black ltd , j.b. chemicals & pharmaceuticals ltd

    PGIM India Hybrid Equity Fund Inc Dist cum Cap Wdrl (PIDCW-A) Sip

    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.

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