PGIM India Hybrid Equity Fund Growth

Hybrid
Aggressive Hybrid
Very High Risk
17.19%
3Y annualised
+0.70% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 20 Mar 2023₹91.72
Min. SIP amountNot Supported
Rating1
Fund size₹217.11Cr

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 returns2.8%17.2%7.0%12.3%
Category average0.5%18.9%9.0%NA
Rank with in category152424NA
Understand terms

Holdings (43)

NameSectorInstrumentAssets
PGIM Jennison Global Equity Opportunities Fund USD I Accumulation
FinancialForgn.MF- Equity11.7%
Reserve Bank of IndiaFinancialT-Bills11.5%
HDFC Bank Ltd.FinancialEquity6.9%
ICICI Bank Ltd.FinancialEquity6.3%
Reliance Industries Ltd.EnergyEquity4.3%
Larsen & Toubro Ltd.ConstructionEquity3.5%
Infosys Ltd.TechnologyEquity3.0%
Axis Bank Ltd.FinancialEquity2.9%
Global Health Ltd.HealthcareEquity2.4%
Housing Development Finance Corporation Ltd.FinancialCP2.3%
See All

Expense ratio, exit load and tax

Expense ratio: 2.38%

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 investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

Fund management

Bhupesh Kalyani
Sep 2022 - Present
View details

Education
Mr. Kalyani is a CA, ICWA and CISA.
Experience
Prior to joining PGIM India Mutual Fund, he was associated with IDBI AMC, LIC Mutual Fund, Edelweiss Mutual Fund, Tata Mutual Fund and Star Union Dai-ichi life Insurance C.o. Ltd.
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
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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