PGIM India Hybrid Equity Fund Direct Plan Growth

Hybrid
Aggressive Hybrid
Very High Risk
12.27%
3Y annualised
+0.07% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 18 Mar 2024₹129.26
Min. SIP amount₹1,000
Rating2
Fund size₹209.60Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Hybrid Aggressive Hybrid
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns21.8%12.3%12.2%11.8%
Category average29.6%15.2%13.8%NA
Rank with in category433932NA
Understand terms

Holdings (65)

NameSectorInstrumentAssets
PGIM Jennison Global Equity Opportunities Fund USD I Accumulation
FinancialForgn.MF- Equity11.94%
FinancialEquity5.60%
FinancialEquity4.97%
EnergyEquity4.49%
SovereignGOI Sec4.33%
SovereignGOI Sec3.95%
SovereignGOI Sec3.13%
SovereignGOI Sec2.80%
CommunicationEquity2.72%
ConstructionEquity2.49%
See All

Pros and cons

Category: Hybrid Aggressive Hybrid

Pros

Cons

Lower expense ratio: 0.69%
Consistently lower annualised returns than category average for the past 1Y, 3Y, 5Y and 10Y
Average credit rating of the fund's holdings: AAA This fund has holdings of the highest quality
Low rating: 2

Expense ratio, exit load and tax

Expense ratio: 0.69%

Inclusive of GST

Exit load

0.5% for redemption within 90 days

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹5,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹1,000

Fund management

Anandha Padmanabhan Anjeneyan
Aug 2023 - Present
View details

Ojasvi Khicha
Apr 2023 - Present
View details

Education
Mr. Khicha has done BBA, MBA(Accounting and Finance) and has cleared all three levels of CFA
Experience
Prior to joining PGIM India Mutual Fund, he has worked with TCG Advisory services Ltd., Axis Capital Ltd., SBICAP Securities, Essex Lake Group, Transparent Value and ICICI Bank
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
204, 2nd Floor, Jalaram Business Centre,Ganjawala LaneNear Chamunda Circle, Borivali (W) Mumbai 400092
Phone
022-61593000 / 1800-266-2667
Launch Date
13 May 2010
E-mail
NA
PGIM India Mutual Fund
Asset Management Company
Custodian
Standard Chartered Bank
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,

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