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Asset Size:101Cr
Expense Ratio:2.33%
Fund Manager(s):Alok Agarwal,Kumaresh Ramakrishnan,
5year Returns:6.62%

PGIM India Hybrid Equity Fund Growth Option

       

Balanced Equity
Aggressive Allocation

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Rank (of 245)

Not Ranked

Annualized Returns(5 yrs)

6.62%

Investment Horizon

>3 Yr

Doubled Money

10yrs 10m

Returns since January 29th, 2004

12.79%

Min Investment ₹500

Amount Invested

57.2L

Projected Wealth Gained

30.1L

Projected Maturity Amount

87.3L

     

Balanced Equity
Aggressive Allocation

Nav : 75.92 ( -0.01%) December 2nd, 2020

People currently viewing this : 1

Upwardly's Take :

These funds invest predominantly in Equity (65-80%) with rest allocation in debt. Investors looking for exposure to equity but wanting more stability than pure Equity funds should invest in this fund. Only 10% long-term tax on capital gains above 1 lakh.

Invest in these funds with minimum of 3 years horizon for your medium to long term goals like Retirement, Children's education etc

Min Investment ₹500

Amount Invested

57.2L

Projected Wealth Gained

30.1L

Projected Maturity Amount

87.3L

Rank (of 245)

Not Ranked

Annualized Returns(5 yrs)

6.62%

Investment Horizon

>3 Yr

Doubled Money

10yrs 10m

Returns since January 29th, 2004

12.79%

FUND PAST PERFORMANCE

Fund's historical return with Fixed Deposit



Invested for

3m
6m
1y
3y
5y

3 and 6 Months returns are absolute

Assuming 30% tax bracket

FUND MULTIPLIER

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Take To Multiply

2x
4x
5x

TOP 5 HOLDING INVESTED IN

TOP 5 SECTORS INVESTED IN

FUND DETAIL INFORMATION

The investment objective of the scheme is to seek to generate long term capital appreciation and income from a portfolio of equity and equity related securities as well as fixed income securities.

Basic Details
Fund House
DHFL Pramerica
Launch Date
January 29th, 2004
Expense Ratio
2.33%
Fund Category Risk
Moderate
Std Dev (1Yr)
25.974
Std Dev (3Yr)
16.588
Std Dev (5Yr)
14.666
Asset Size
101Cr
Investment Details
Investment Plan
Growth
Return since Launch
12.79 %
Exit Load
1% if withdrawn within 12 Month(s)
1% if withdrawn within 12 Month(s)
No exit load if withdrawn after 12 Month(s)
No exit load if withdrawn after 12 Month(s)
YTM
3.49 %
Modified Duration
0.65
Contact Details
Phone No.
+91 22 61593000