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  • PGIM India Hybrid Equity Fund Wealth Plan (Dividend Payout - Quarterly)

Formerly PGIM India Hyb Eq Wlth Pl DP

PGIM Mutual Funds

PGIM India Hybrid Equity Fund Wealth Plan (Dividend Payout - Quarterly)

HybridAggressive Hybrid

16.48

NAV (Jul 28)

5.5%
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.

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 ->

Fund Size

₹ 229 Cr

The performance of the fund on a Fund Size metric has been Poor

Outperformance Consistency

Satisfactory

The performance of the fund on a Outperformance Consistency metric has been Satisfactory

View all 7 analysis

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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

16.48

NAV (Jul 28)

Fund Returns

Last 1Y

-4.1%

Last 3Y

3.7%

Last 5Y

5.5%

Last 10Y

7.8%

Since Inception

8.2%

6 Month CAGR

2.2%

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

2.36

Launched (13y ago)

Jun 01, 2009

AUM in Crores

229.170

ISIN

INF223J01309

Lock-in

No Lock-in

Benchmark

CRISIL Hybrid 35+65 - Agg TR INR

SIP Minimum

0

Lumpsum Min.

5000

Fund Managers

Kunal Jain

Fund Manager

Puneet Pal

Fund Manager

Rahul Jagwani

Fund Manager

Vivek Sharma

Fund Manager

Bhupesh Kalyani

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 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

10.5%
10.5%

hdfc bank ltd

8.8%
8.8%

icici bank ltd

8.3%
8.3%

power grid corporation of india limited

6.6%
6.6%

clearing corporation of india ltd.

5.8%
5.8%
See all holdings

Allocation by Sector

financial services

24.4%
24.4%

consumer cyclical

11%
11%

industrials

8.6%
8.6%

energy

4.6%
4.6%

healthcare

4.5%
4.5%
See all sectors

Compare PGIM India Hybrid Equity Fund Wealth Plan (Dividend Payout - Quarterly)

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

₹ 20,359 cr

₹ 3,320 cr

₹ 583 cr

₹ 361 cr

₹ 2,749 cr

About the AMC

PGIM India Asset Management Private Limited

PGIM India Asset Management Private Limited manages assets worth 21,414 crores and was set up on 24 September 2008. It's current offering of mutual fund schemes includes 15 equity,146 debt and 24 hybrid funds.

amc-img

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

    22.4%

    12.6%

    9.9%

    7.5%

    36.3%

    18.3%

    17.4%

    13.1%

    20.6%

    11.6%

    Investment Calculator

    Investment Duration5 years

    0

    Total Investment

    0

    Wealth Gained

    0

    Total Corpus Created (₹)

    With CAGR of 11.25 % in 5 years

    PGIM India Hybrid Equity Fund Wealth Plan (D-Q) Review

    PGIM India Hybrid Equity Fund Wealth Plan (D-Q) is a Aggressive Hybrid Hybrid fund and has delivered an annualised return of 8.2% over a period of 13 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 Bhupesh Kalyani, Kunal Jain, Puneet Pal, Rahul Jagwani, Vivek Sharma.

    Nav of PGIM India Hybrid Equity Fund Wealth Plan (D-Q) as of 7/28/2019 is ₹16.48 with the total AUM as of 10/1/2022 is ₹229.17. With Scripbox you can compare and check the latest nav for all mutual funds in India. PGIM India Hybrid Equity Fund Wealth Plan (D-Q) was launched on Jun 01, 2009. The category risk of the fund is Very High Risk.

    The minimum SIP amount for PGIM India Hybrid Equity Fund Wealth Plan (D-Q) 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 (D-Q)?

    PGIM India Hybrid Equity Fund Wealth Plan (D-Q) is a Aggressive Hybrid Hybrid scheme predominantly investing across Hybrid stocks with an investment objective to generate wealth over the long term.

    How to invest in PGIM India Hybrid Equity Fund Wealth Plan (D-Q)?

    You can invest in PGIM India Hybrid Equity Fund Wealth Plan (D-Q) 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 (D-Q)?

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

    Is PGIM India Hybrid Equity Fund Wealth Plan (D-Q) good to invest in?

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

    The expense ratio of the PGIM India Hybrid Equity Fund Wealth Plan (D-Q) is 2.36% for regular plan.