PGIM India Hybrid Equity Fund Direct Plan Growth+0.27%

2Groww
-2.13%
1 Year Return
Hybrid
Aggressive
2.0 star
6M
1Y
3Y
5Y
All

Fund Details

PGIM India Hybrid Equity Fund Direct Plan Growth

RiskModerately High
Min SIP Amount₹500
Expense Ratio0.77%
NAV70.45 (18 Sep 2019)
Fund Started02 Jan 2013
Fund Size149 Cr

Returns

1Y
3Y*
5Y*
Since inception*
PGIM India Hybrid Equity Fund Direct Plan Growth
-2.1%
4.4%
6.1%
10.0%
Category Average
-3.5%
6.3%
9.1%
-
Rank within category
21
25
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    30
    with -2.1% annual returns

    Comparison

    Data not available
    Pros
    Found nothing so far.
    Cons
    1. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
    2. Risk is higher compared to the benchmark
    3. 1Y Returns are lower than the benchmark
    4. 3Y Returns are lower than the benchmark
    5. 5Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    Reliance Industries Ltd.EnergyEquity10.0%
    HDFC Bank Ltd.FinancialEquity9.7%
    ICICI Bank Ltd.FinancialEquity5.8%
    Tata Consultancy Services Ltd.TechnologyEquity5.6%
    ITC Ltd.FMCGEquity5.3%
    Larsen & Toubro Ltd.ConstructionEquity4.8%
    SBI Cards & Payments Services Ltd.FinancialDebenture4.7%
    Kotak Mahindra Bank Ltd.FinancialEquity4.5%
    Infosys Ltd.TechnologyEquity4.1%
    HDFC Bank Ltd.FinancialFixed Deposits4.0%
    See All

    Fund Managers

    addKumaresh Ramakrishnan
    Education
    Mr. Ramakrishnan is a B.E from Mumbai University and MBA from NMIMS (Mumbai).
    Experience
    Prior to joining DWS AMC he has worked with Societe Generale and CARE.
    Funds Managed
    addAlok Agarwal
    Education
    Mr. Agarwal is a CA, CFA, MS (Finance) and M.Com.
    Experience
    Prior to joining DHFL Pramerica Mutual Fund he was associated with Deutsche Asset Management (I) Pvt. Ltd. (Jun 2014-Mar 2016) as Portfolio Manager (Equity), Deutsche Bank AG (Nov 2010-Jun 2014) as Portfolio Manager (Equity), K.R. Choksey Shares & Securities (Mar 2008-Nov 2010) as PMS-Head Portfolio Manager (Equity), E-nxt Finacials Ltd. (Aug 2007-Mar 2008) as Manager (Equity Research) and Pinnacle Academy (Jun 2002-Aug 2007) as Author, Head Faculty.
    Funds Managed

    Other Details

    PGIM India Hybrid Equity Fund Direct Plan Growth is a Hybrid Mutual Fund Scheme launched by DHFL Pramerica Mutual Fund. This scheme was introduced to investors on 02 Jan 2013. Abhisek Bahinipati, Alok Agarwal is the Current Fund Manager of PGIM India Hybrid Equity Fund Direct Plan Growth.The fund currently has an Asset Under Management(AUM) of ₹149 Cr and the Latest NAV as of 18 Sep 2019 is ₹70.45.

    The PGIM India Hybrid Equity Fund Direct Plan Growth is rated Moderately High risk. Minimum SIP Investment is 500. Minimum Lumpsum Investment is 5000. For units in excess of 10% of the investment, 1% will be charged for redemption within 12 months..

    Investment Objective

    To generate capital appreciation on the portfolio over a long term by actively investing in different asset classes as per market conditions

    Tax Implications

    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.

    Scheme Information Document(SID)

    ₹5000
    Min for First Investment
    ₹1000
    Min for Second Investment
    For units in excess of 10% of the investment, 1% will be charged for redemption within 12 months.
    Exit Load

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    About DHFL Pramerica Mutual Fund

    Address
    Nirlon House, 2nd Floor, Dr. Annie Besant Road, Worli, Mumbai - 400 030
    Phone
    022-61593000
    Launch Date
    12 May 2010
    DHFL Pramerica Mutual Fund
    Asset Management Company
    Custodian
    Standard Chartered Bank
    Registrar & Transfer Agent
    Karvy
    Address
    Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
    Invest Now
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