How to Invest in DHFL Pramerica Hybrid Equity Fund Wealth Plan IDCW?

You can easily invest in DHFL Pramerica Hybrid Equity Fund Wealth Plan IDCW in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps: Log on to your Groww account Search for DHFL Pramerica Hybrid Equity Fund Wealth Plan IDCW from the search box In order to invest, you will have to complete all the KYC formalities which are completely online and paperless and take a few minutes to complete Once you are done with that, you can start investing in DHFL Pramerica Hybrid Equity Fund Wealth Plan IDCW as SIP or lumpsum as per your investment objective and risk tolerance

What kind of returns does DHFL Pramerica Hybrid Equity Fund Wealth Plan IDCW provide?

The DHFL Pramerica Hybrid Equity Fund Wealth Plan IDCW has been there from 27 Apr 2009 and the average annual returns provided by this fund is -3.13% since its inception.

How much expense ratio is charged by DHFL Pramerica Hybrid Equity Fund Wealth Plan IDCW?

The term Expense Ratio used for DHFL Pramerica Hybrid Equity Fund Wealth Plan IDCW or any other mutual fund is the annual charges one needs to pay to the Mutual Fund company for managing your investments in that fund. The Expense Ratio of DHFL Pramerica Hybrid Equity Fund Wealth Plan IDCW is 2.56% as of 26 Sep 2025...

What is the AUM of DHFL Pramerica Hybrid Equity Fund Wealth Plan IDCW?

The AUM, short for Assets Under Management of DHFL Pramerica Hybrid Equity Fund Wealth Plan IDCW is ₹152.34Cr as of 26 Sep 2025.

How to Redeem DHFL Pramerica Hybrid Equity Fund Wealth Plan IDCW?

If you want to sell your DHFL Pramerica Hybrid Equity Fund Wealth Plan IDCW holdings, go to your holding on the app or web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.

What is the NAV of DHFL Pramerica Hybrid Equity Fund Wealth Plan IDCW?

The NAV of DHFL Pramerica Hybrid Equity Fund Wealth Plan IDCW is ₹16.48 as of 28 Jul 2019.

What is the PE and PB ratio of DHFL Pramerica Hybrid Equity Fund Wealth Plan IDCW?

The PE ratio ratio of DHFL Pramerica Hybrid Equity Fund Wealth Plan IDCW is determined by dividing the market price by its earnings per share and the PB ratio of the same is evaluated by dividing the stock price per share by its book value per share (BVPS).

DHFL Pramerica Hybrid Equity Fund Wealth Plan IDCW - NAV, Mutual Fund Performance & Portfolio

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DHFL Pramerica Hybrid Equity Fund Wealth Plan IDCW
Hybrid
Aggressive Hybrid
Moderately High Risk
Payout
+4.46%
3Y annualised
0.00% 1D
1M
6M
1Y
3Y
5Y
All
 NAV: 28 Jul 2019
₹16.48
Rating
1
Min. SIP amount
Not Supported
Fund size
₹152.34Cr
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Holdings (43)NameSectorInstrumentAssets
HDFC Bank Ltd.
FinancialEquity9.61%
Reliance Industries Ltd.
EnergyEquity9.11%
ICICI Bank Ltd.
FinancialEquity5.85%
ITC Ltd.
FMCGEquity5.64%
Axis Bank Ltd.
FinancialEquity5.53%
Tata Consultancy Services Ltd.
TechnologyEquity5.36%
Larsen & Toubro Ltd.
ConstructionEquity4.92%
Kotak Mahindra Bank Ltd.
FinancialEquity4.69%
HDFC Bank Ltd.
FinancialFixed Deposits3.94%
Infosys Ltd.
TechnologyEquity3.91%
SBI Cards & Payments Services Ltd.
FinancialDebenture3.88%
Mandava Holdings Pvt. Ltd
FinancialDebenture3.29%
HDFC Life Insurance Co Ltd.
FinancialEquity2.43%
State Bank of India
FinancialEquity2.40%
Housing Development Finance Corpn. Ltd.
FinancialEquity2.09%
Hindustan Unilever Ltd.
FMCGEquity1.70%
Oriental Nagpur Betul Highway Ltd.
ConstructionDebenture1.69%
Ultratech Cement Ltd.
ConstructionEquity1.43%
Bajaj Finance Ltd.
FinancialEquity1.39%
Rajasthan State
OthersSDL1.33%
Divi's Laboratories Ltd.
HealthcareEquity1.29%
Thermax Ltd.
EngineeringEquity1.17%
Maruti Suzuki India Ltd.
AutomobileEquity1.08%
Indian Hotels Co. Ltd.
ServicesEquity1.05%
AIA Engineering Ltd.
MetalsEquity0.95%
National Thermal Power Corp. Ltd.
EnergyEquity0.83%
Indiabulls Housing Finance Ltd.
FinancialDebenture0.83%
Aurobindo Pharma Ltd.
HealthcareEquity0.82%
EIH Ltd.
ServicesEquity0.82%
Aarti Industries Ltd.
ChemicalsEquity0.78%
Dewan Housing Finance Corpn. Ltd.
FinancialDebenture0.76%
Rajasthan State
OthersSDL0.67%
LIC Housing Finance Ltd.
FinancialDebenture0.66%
LIC Housing Finance Ltd.
FinancialDebenture0.66%
Maharashtra State
OthersSDL0.53%
IOT Utkal Energy Services Ltd.
EnergyDebenture0.49%
BSE Ltd.
FinancialEquity0.34%
Majesco Ltd.
TechnologyEquity0.18%
Kei Industries Ltd.
EngineeringEquity0.14%
Sundram Fasteners Ltd.
EngineeringEquity0.05%
Bajaj Electricals Ltd.
Cons DurableEquity0.03%
Arti Surfactants Ltd.
ChemicalsEquity0.02%
Andhra Pradesh State
OthersSDL0.00%
See All
Minimum investment amountsMin. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported
Understand termsAnnualised returnsAverage of the yearly returns of a mutual fund over a given period.
Absolute returnsThe total return of a mutual fund over a given period.
Returns and rankingsCategory: Hybrid Aggressive Hybrid
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns-3.1%4.5%6.3%11.3%
Category average-1.3%14.7%18.1%NA
Rank with in categoryNANANANA
Understand terms
Peer ComparisonHybrid, Aggressive Hybrid fundsRating1Y3YFund Size(Cr)
DHFL Pramerica Hybrid Equity Fund Wealth Plan IDCW
1
NANA152.34
Understand termsExpense ratioA fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company’s fund assets used for administrative, management, advertising, and other expenses.
TaxA percentage of your capital gains payable to the government upon exiting  your mutual fund investments. Taxation is categorized as long-term capital gains (LTCG) and short-term capital gains (STCG) depending on your holding period and the type of fund.
Exit loadA fee payable to a mutual fund house for exiting a fund (fully or partially) before the completion of a specified period from the date of investment.
Stamp dutyA form of tax payable for the purchase or sale of an asset or security. 
Past expense ratio & exit load
Expense ratio
Exit load
31 Dec 2017 - Present
2.56%
30 Nov 2017 - 31 Dec 2017
2.56%
31 Oct 2017 - 30 Nov 2017
2.57%
Expense ratio, exit load and taxExpense ratio: 2.56%Inclusive of GST
Exit loadFor units in excess of 10% of the investment, 1% will be charged for redemption within 12 months.
Stamp duty0.005% (from July 1st, 2020)
Tax implicationNA
Understand terms
Check past data
Fund managementKumaresh Ramakrishnan
Apr 2018 - Present
View details
Education
Mr. Ramakrishnan is a B.E from Mumbai University and MBA from NMIMS (Mumbai).
Experience
Prior to joining PGIM India Mutual Fund he has worked with DWS AMC, Societe Generale and CARE.
Also manages these schemes
DHFL Pramerica Hybrid Equity Fund Wealth Plan Growth
Alok Agarwal
Jun 2016 - Present
View details
Education
Mr. Agarwal is a CA, CFA, MS (Finance) and M.Com.
Experience
Prior to joining PGIM India 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.
Also manages these schemes
DHFL Pramerica Hybrid Equity Fund Wealth Plan Growth
Fund house & investment objective
PGIM India Mutual Fund
Rank (total assets)#26 in India
Total AUM₹26,646.08Cr
Date of Incorporation13 May 2010
    DHFL Pramerica Hybrid Equity Fund Wealth Plan IDCW is a Hybrid Mutual Fund Scheme launched by PGIM India Mutual Fund.     This scheme was made available to investors on 13 May 2010.     Abhisek Bahinipati, Alok Agarwal is the Current Fund Manager of DHFL Pramerica Hybrid Equity Fund Wealth Plan IDCW fund.     The fund currently has an Asset Under Management(AUM) of ₹26,646 Cr and     the Latest NAV as of 28 Jul 2019 is ₹16.48.  

    The DHFL Pramerica Hybrid Equity Fund Wealth Plan IDCW is rated Moderately High risk.     Minimum SIP Investment is set to ₹500.          For units in excess of 10% of the investment, 1% will be charged for redemption within 12 months.
  ;
Investment ObjectiveThe scheme aims to generate capital appreciation and income from a portfolio of equity and equity related securities as well as fixed income securities. 
 
;
Fund benchmarkCRISIL Hybrid 35+65 Aggressive Index
Scheme Information Document(SID)
Fund house contact details
Address
7th Floor, Radhe Empire,Chandavarkar RoadBorivali (W), Mumbai Mumbai 400092
Phone
+91 22 6159 5441 / 42
Launch Date
13 May 2010
E-mail
NA
Website
www.pgimindiamf.com
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,
Email
[email protected]
Website
www.karvymfs.com
Compare funds
DHFL Pramerica Hybrid Equity Fund Wealth Plan IDCW
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Add mutual fund to compare

Name	Sector	Instrument	Assets
HDFC Bank Ltd.	Financial	Equity	9.61%
Reliance Industries Ltd.	Energy	Equity	9.11%
ICICI Bank Ltd.	Financial	Equity	5.85%
ITC Ltd.	FMCG	Equity	5.64%
Axis Bank Ltd.	Financial	Equity	5.53%
Tata Consultancy Services Ltd.	Technology	Equity	5.36%
Larsen & Toubro Ltd.	Construction	Equity	4.92%
Kotak Mahindra Bank Ltd.	Financial	Equity	4.69%
HDFC Bank Ltd.	Financial	Fixed Deposits	3.94%
Infosys Ltd.	Technology	Equity	3.91%
SBI Cards & Payments Services Ltd.	Financial	Debenture	3.88%
Mandava Holdings Pvt. Ltd	Financial	Debenture	3.29%
HDFC Life Insurance Co Ltd.	Financial	Equity	2.43%
State Bank of India	Financial	Equity	2.40%
Housing Development Finance Corpn. Ltd.	Financial	Equity	2.09%
Hindustan Unilever Ltd.	FMCG	Equity	1.70%
Oriental Nagpur Betul Highway Ltd.	Construction	Debenture	1.69%
Ultratech Cement Ltd.	Construction	Equity	1.43%
Bajaj Finance Ltd.	Financial	Equity	1.39%
Rajasthan State	Others	SDL	1.33%
Divi's Laboratories Ltd.	Healthcare	Equity	1.29%
Thermax Ltd.	Engineering	Equity	1.17%
Maruti Suzuki India Ltd.	Automobile	Equity	1.08%
Indian Hotels Co. Ltd.	Services	Equity	1.05%
AIA Engineering Ltd.	Metals	Equity	0.95%
National Thermal Power Corp. Ltd.	Energy	Equity	0.83%
Indiabulls Housing Finance Ltd.	Financial	Debenture	0.83%
Aurobindo Pharma Ltd.	Healthcare	Equity	0.82%
EIH Ltd.	Services	Equity	0.82%
Aarti Industries Ltd.	Chemicals	Equity	0.78%
Dewan Housing Finance Corpn. Ltd.	Financial	Debenture	0.76%
Rajasthan State	Others	SDL	0.67%
LIC Housing Finance Ltd.	Financial	Debenture	0.66%
LIC Housing Finance Ltd.	Financial	Debenture	0.66%
Maharashtra State	Others	SDL	0.53%
IOT Utkal Energy Services Ltd.	Energy	Debenture	0.49%
BSE Ltd.	Financial	Equity	0.34%
Majesco Ltd.	Technology	Equity	0.18%
Kei Industries Ltd.	Engineering	Equity	0.14%
Sundram Fasteners Ltd.	Engineering	Equity	0.05%
Bajaj Electricals Ltd.	Cons Durable	Equity	0.03%
Arti Surfactants Ltd.	Chemicals	Equity	0.02%
Andhra Pradesh State	Others	SDL	0.00%