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  • PGIM India Hybrid Equity Fund Inc Dist cum Cap Wdrl (RIDCW-Q)

Formerly PGIM India Hyb Eq DR

PGIM Mutual Funds

PGIM India Hybrid Equity Fund Inc Dist cum Cap Wdrl (RIDCW-Q)

HybridAggressive Hybrid

15.47

NAV (Jan 24)

9%
5 Year 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

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

Relative Size

210 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
  • graph-icon-gray
    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

15.47

NAV (Jan 24)

Fund Returns

Last 1Y

16.4%

Last 3Y

11.7%

Last 5Y

9%

Last 10Y

10.8%

Since Inception

12.9%

6 Month CAGR

0.7%

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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.

Expense Ratio

2.47

Launched (18y ago)

Jan 29, 2004

AUM in Crores

209.445

ISIN

INF663L01HB6

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

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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.

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)

₹ 8,042 cr

5

₹ 18,456 cr

5

₹ 2,702 cr

5

₹ 1,396 cr

5

₹ 3,412 cr

5

amc-icon

About the AMC

PGIM India Asset Management Private Limited

PGIM India Asset Management Private Limited manages assets worth 16,944 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

    22.7%

    10.4%

    4.6%

    7.2%

    27.8%

    14.9%

    -

    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
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    Invesco India Growth Opportunities Fund (Growth)

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    PGIM India Hybrid Equity Fund Inc Dist cum Cap Wdrl (RIDCW-Q) Review

    PGIM India Hybrid Equity Fund Inc Dist cum Cap Wdrl (RIDCW-Q) is a Aggressive Hybrid Hybrid fund and has delivered an annualised return of 12.9% over a period of 17 years. The fund was previously known as PGIM India Hyb Eq DR. The fund is managed by PGIM India Asset Management Private Limited. The fund managers are Alok Agarwal, Kumaresh Ramakrishnan, Ravi Adukia.

    Nav of PGIM India Hybrid Equity Fund Inc Dist cum Cap Wdrl (RIDCW-Q) as of 24/01/2022 is ₹15.47 with the total AUM as of 25/01/2022 is ₹209.445. With Scripbox you can compare and check the latest nav for all mutual funds in India. PGIM India Hybrid Equity Fund Inc Dist cum Cap Wdrl (RIDCW-Q) was launched on Jan 29, 2004. The category risk of the fund is Very High Risk.

    The minimum SIP amount for PGIM India Hybrid Equity Fund Inc Dist cum Cap Wdrl (RIDCW-Q) 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

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    What is the expense ratio of the PGIM India Hybrid Equity Fund Inc Dist cum Cap Wdrl (RIDCW-Q)?