- Mutual Funds
- PGIM Mutual Funds
- PGIM India Hybrid Equity Fund Wealth Plan (Growth)
Formerly DHFL Pramerica Hyb Eq Wlth Pl Gr Opt
PGIM India Hybrid Equity Fund Wealth Plan (Growth)
₹ 30.02
NAV (Jul 28)
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.
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 30.02
NAV (Jul 28)
Fund Returns
Last 1Y | -3.1% |
Last 3Y | 4.5% |
Last 5Y | 6.3% |
Last 10Y | 8.1% |
Since Inception | 11.3% |
6 Month CAGR | 2.7% |
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 (14y ago) | Apr 27, 2009 |
AUM in Crores | 224.792 |
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 | 7.31 |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| PGIM India Hybrid Equity Fund Wealth Plan (Growth) | 8,52,757 | 1,20,145 | 6.3% | |
| 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 |
|---|---|---|
₹ 9,394 cr | ||
₹ 25,274 cr | ||
₹ 1,335 cr | ||
₹ 978 cr | ||
₹ 2,901 cr |
About the AMC
PGIM India Asset Management Private Limited
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
30.3% | 17.5% | ||
29.7% | 16.8% | ||
29.7% | 16.8% | ||
22.1% | 12.8% | ||
1.9% | 8.7% |
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 14 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, Ojasvi Khicha, 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 9/23/2023 is ₹224.792. With Scripbox you can compare and check the latest nav for all mutual funds in India. PGIM India Hybrid Equity Fund 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)?
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.