Formerly PGIM India Hyb Eq Wlth Pl DP
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.
12 Years. The fund has an Extended history for analysis and the track record is excellent.
102 Cr. Large within the category
Neutral. The category has a neutral investment outlook
Consistency Of Performance
Relatively moderate. The historical performance of the fund has been OK
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 to Moderate
Very High Risk
Jun 01, 2009
Launched (12y ago)
AUM in Crores
CRISIL Hybrid 35+65 - Agg TR INR
Returns Calculator Comparison
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.
Comparison with Hybrid Funds
About the AMC
PGIM India Asset Management Private Limited
PGIM India Asset Management Private Limited manages assets worth 7,555 crores and was set up on 24 September 2008. It's current offering of mutual fund schemes includes 15 equity,133 debt and 30 hybrid funds.
International - Others
₹ 865 Cr
₹ 605 Cr
₹ 774 Cr
₹ 605 Cr
₹ 67 Cr
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PGIM India Hybrid Equity Fund Wealth Plan Inc Dist cum Cap Wdrl (D-Q) is a aggressive hybrid hybrid fund and has delivered an annualised return of 8.2% over a period of 12 years .The fund was previously known as PGIM India Hyb Eq Wlth Pl DP.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 Wealth Plan Inc Dist cum Cap Wdrl (D-Q) fund was launched on Jun 01, 2009. The NAV (Net Asset Value) of this aggressive hybrid hybrid as of 2019-07-28 is ₹ 16.48. The total AUM (Asset Under Management) of the fund as of 2021-05-07 is ₹ 101.368. The category risk of the PGIM India Hybrid Equity Fund Wealth Plan Inc Dist cum Cap Wdrl (D-Q) fund is Very High Risk. The fund charges 2.36 % 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 ₹ 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.
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 Wealth Plan Inc Dist cum Cap Wdrl (D-Q) 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 Wealth Plan Inc Dist cum Cap Wdrl (D-Q) has a score of 4 out of 5. Scipbox has rated this fund 3 out of 5 based on consistency of performance over various years / tenures.