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  • PGIM India Hybrid Equity Fund Wealth Plan (Growth)

Formerly DHFL Pramerica Hyb Eq Wlth Pl Gr Opt

PGIM Mutual Funds

PGIM India Hybrid Equity Fund Wealth Plan (Growth)

HybridAggressive Hybrid

30.02

NAV (Jul 28)

6.3%
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.

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
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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

NAV ()

Fund Returns

Last 1Y
NA
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
NA
6 Month CAGR
NA

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
2.34
Launched (15y ago)
Apr 27, 2009
AUM in Crores
217.579
ISIN
INF223J01325
Lock-in
No Lock-in
Benchmark
CRISIL Hybrid 35+65 - Agg TR INR
SIP Minimum
0
Lumpsum Min.
5000
Standard Deviation (3yr)
8.6
Standard Deviation (5yr)
10.6
Beta (3yr)
0.96
Beta (5yr)
1.13
Sharpe Ratio (3yr)
0.081
Sharpe Ratio (5yr)
0.067
YTM
7.19
Fund Managers

Chetan Gindodia

Fund Manager

Puneet Pal

Fund Manager

Vinay Paharia

Fund Manager

Vivek Sharma

Fund Manager

Anandha Padmanabhan Anjeneyan

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
PGIM India Hybrid Equity Fund Wealth Plan (Growth)70%8,52,757 1,20,1456.3%
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 2019-07-28

Top Stock Holdings

pgim jennison global eq opps usd i acc

10.3%
10.3%

icici bank ltd

6.2%
6.2%

hdfc bank ltd

5.7%
5.7%

reliance industries ltd

5.1%
5.1%

7.26% govt stock 2032

4.2%
4.2%
See all holdings

Allocation by Sector

financial services

21%
21%

technology

9.4%
9.4%

industrials

7.3%
7.3%

consumer cyclical

6%
6%

consumer defensive

5.6%
5.6%
See all sectors

Comparison with Hybrid Funds

Fund NameFund SizeRolling Returns
ICICI Prudential Equity & Debt Fund (G)
ICICI Prudential Equity & Debt Fund (G)

₹ 37,036 cr

₹ 11,720 cr

₹ 9,464 cr

₹ 841 cr

₹ 3,231 cr

amc-img

About the AMC

PGIM India Asset Management Private Limited

PGIM India Asset Management Private Limited manages assets worth 26,760 crores and was set up on 24 September 2008. It's current offering of mutual fund schemes includes 18 equity,155 debt and 24 hybrid funds.amc-img
phone-img022-61593000
Fund NameScripbox Opinion
Till Date CAGR

3.9%

10.5%

6.3%

7.7%

6.3%

7.7%

5.8%

7.1%

12%

14.1%

PGIM India Hybrid Equity Fund Wealth Plan (G) Review

PGIM India Hybrid Equity Fund Wealth Plan (G) is a Aggressive Hybrid Hybrid fund and has delivered an annualised return of 11.3% over a period of 15 years. The fund was previously known as DHFL Pramerica Hyb Eq Wlth Pl Gr Opt. The fund is managed by PGIM India Asset Management Private Limited. The fund managers are Anandha Padmanabhan Anjeneyan, Chetan Gindodia, Puneet Pal, Vinay Paharia, Vivek Sharma.

Nav of PGIM India Hybrid Equity Fund Wealth Plan (G) as of 7/28/2019 is ₹30.02 with the total AUM as of 7/24/2024 is ₹217.579. With Scripbox you can compare and check the latest nav for all mutual funds in India. PGIM India Hybrid Equity Fund Wealth Plan (G) was launched on Apr 27, 2009. The category risk of the fund is Very High Risk.

The minimum SIP amount for PGIM India Hybrid Equity Fund Wealth Plan (G) is ₹0 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 Wealth Plan (G)?

PGIM India Hybrid Equity Fund Wealth Plan (G) 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 Wealth Plan (G)?

You can invest in PGIM India Hybrid Equity Fund Wealth Plan (G) 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 Wealth Plan (G)?

The minimum sip amount for PGIM India Hybrid Equity Fund Wealth Plan (G) is ₹0. You can invest in multiples of ₹5000.

Is PGIM India Hybrid Equity Fund Wealth Plan (G) good to invest in?

As per Scripbox experts, PGIM India Hybrid Equity Fund Wealth Plan (G) is a Not Recommended fund. You can investPGIM India Hybrid Equity Fund Wealth Plan (G) 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 Wealth Plan (G)?

The expense ratio of the PGIM India Hybrid Equity Fund Wealth Plan (G) is 2.34% for regular plan.