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PGIM India Hybrid Equity Fund Direct Plan Growth

Hybrid
Aggressive Hybrid
Very High Risk
9.99%
3Y annualised
-0.04% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 18 May 2022₹96.66
Min. SIP amount₹1,000
Rating2
Fund size₹213.38Cr

Returns and rankings

Category: Hybrid Aggressive Hybrid
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns0.1%10.0%7.5%10.8%
Category average42.2%12.7%12.2%NA
Rank with in category433525NA
Understand terms

Holdings (39)

NameSectorInstrumentAssets
PGIM Jennison Global Equity Opportunities Fund USD I Accumulation
FinancialForgn.MF- Equity13.9%
HDFC Bank Ltd.FinancialEquity8.3%
Power Grid Corporation of India Ltd.
EnergyNCD7.2%
Reliance Industries Ltd.EnergyEquity7.0%
ICICI Bank Ltd.FinancialEquity4.0%
Bajaj Finance Ltd.FinancialEquity3.4%
ICICI Bank Ltd.
FinancialFutures3.4%
Larsen & Toubro Ltd.ConstructionEquity3.1%
Axis Bank Ltd.FinancialEquity2.7%
GOI
SovereignGOI Sec2.4%
See All

Pros and cons

Category: Hybrid Aggressive Hybrid

Pros

Lower expense ratio: 0.9%
Average credit rating of the fund's holdings: AAA This fund has holdings of the highest quality

Cons

Lower AUM: 213Cr. Funds with lower AUM tend to have higher expense ratio
Consistently lower annualised returns than category average for the past 1Y, 3Y and 5Y
Low rating: 2

Expense ratio, exit load and tax

Expense ratio: 0.90%

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 as per your Income Tax slab, if sold before 3 years. Negligible Tax (20% with indexation benefit) post 3 years.

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

Kunal Jain
Dec 2021 - Present
View details

Education
Mr. Jain is a B.Com and MBA (Marketing).
Experience
Prior to joining PGIM India Mutual Fund, he has worked with Indiabulls AMC Ltd. as Fund Manager, LIC Nomura AMC Ltd. as Fund manager and Kotak Mahindra AMC Ltd. as Fixed Income Dealer.
Also manages these schemes

Vivek Sharma
May 2022 - Present
View details

Rahul Jagwani
May 2022 - Present
View details

Education
Mr. Jagwani has done B.SC in Economics and Finance, Bachelors in Management Studies (BMS) and CFA.
Experience
Prior to joining PGIM India Mutual Fund, he has worked with Insync Capital Partners, Batlivala and Karani Securities Pvt Ltd and Deloitte Haskins & Sells LLP.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
4th Floor, C Wing,Laxmi Towers,Bandra Kurla Complex, Bandra (East), Mumbai 400051
Phone
022-61593000 / 1800-266-2667
Launch Date
13 May 2010
Website
NA
Amc Image
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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FAQs

How to Invest in PGIM India Hybrid Equity Fund Direct Plan Growth?

You can easily invest in PGIM India Hybrid Equity Fund Direct Plan Growth 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 PGIM India Hybrid Equity Fund Direct Plan Growth 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 PGIM India Hybrid Equity Fund Direct Plan Growth as SIP or lumpsum as per your investment objective and risk tolerance

What kind of returns does PGIM India Hybrid Equity Fund Direct Plan Growth provide?

The PGIM India Hybrid Equity Fund Direct Plan Growth has been there from 01 Jan 2013 and the average annual returns provided by this fund is 0.15% since its inception.

How much expense ratio is charged by PGIM India Hybrid Equity Fund Direct Plan Growth?

The term Expense Ratio used for PGIM India Hybrid Equity Fund Direct Plan Growth 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 PGIM India Hybrid Equity Fund Direct Plan Growth is 0.90% as of 19 May 2022...

What is the AUM of PGIM India Hybrid Equity Fund Direct Plan Growth?

The AUM, short for Assets Under Management of PGIM India Hybrid Equity Fund Direct Plan Growth is ₹213.38Cr as of 19 May 2022.

How to Redeem PGIM India Hybrid Equity Fund Direct Plan Growth?

If you want to sell your PGIM India Hybrid Equity Fund Direct Plan Growth 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.

Can I invest in SIP and Lump Sum of PGIM India Hybrid Equity Fund Direct Plan Growth?

You can select either SIP or Lumpsum investment of PGIM India Hybrid Equity Fund Direct Plan Growth based on your investment objective and risk tolerance.

What is the NAV of PGIM India Hybrid Equity Fund Direct Plan Growth?

The NAV of PGIM India Hybrid Equity Fund Direct Plan Growth is ₹96.66 as of 18 May 2022.

What is the PE and PB ratio of PGIM India Hybrid Equity Fund Direct Plan Growth?

The PE ratio ratio of PGIM India Hybrid Equity Fund Direct Plan Growth 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).

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