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PGIM India Hybrid Equity Fund(IDCW)
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Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.78 | 49.82 | 1.24 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 1.43 | 43.49 | 1.29 |
Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| IDCW | 0 yrs | 0.50% |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Allowed | ₹ 5,000 |
| BenchmarkBenchmark |
|---|
| CRISIL Hybrid 35+65 - Aggressive Index |
About Aggressive Hybrid Fund
Aggressive Hybrid funds have exposure to both debt and equity instruments. They primarily invest in stocks with some allocation to debt instruments. These funds are less risky as compared to pure equity funds.
Peers & Comparison
HybridAggressive Hybrid Fund
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| PGIM India Hybrid Equity Fund(IDCW) | 7.24% | 2.45% | 0.90% |
| SBI Equity Hybrid Fund(IDCW-Payout) | 17.21% | 12.28% | 11.05% |
| ICICI Pru Equity & Debt Fund(H-IDCW) | 10.93% | 11.57% | 11.13% |
| HDFC Hybrid Equity Fund(IDCW) | 9.10% | 7.68% | 3.29% |
Price Comparison
Compare PGIM India Hybrid Equity Fund(IDCW) with any MF, ETF, stock or index
Hmm, looks like data is unavailable here. Please come back after some timeAsset Allocation
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Nov 2024
ACTUAL
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Sector Distribution
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Sector Weightage
Current Holdings
Equity
Debt
Others
- ConstituentHolding Weight3M Change
- HDFC Bank Ltd3M change : 1.74 %
Holdings
7.29 %
1.74 % - ICICI Bank Ltd3M change : 0.56 %
Holdings
6.84 %
0.56 % - Tata Consultancy Services Ltd3M change : -0.16 %
Holdings
4.56 %
-0.16 %
AMC Profile
PGIM India Mutual Fund is a fully owned business of PGIM, the global investment management business of the US based Prudential Financial, Inc. (PFI). PGIM operates across 16 countries and has 38 offices with over 1,300+ investment professionals.
No.of Schemes
24
Total AUM
₹ 25,561.23 Cr.
Fund Manager Profile
Sharma Vivek
AUM: ₹21,080.97 Cr.
|
Exp: 15yrs
Anandha Padmanabhan Anjeneyan
AUM: ₹9,257.64 Cr.
|
Exp: 13yrs
Vinay Paharia
AUM: ₹22,336.90 Cr.
|
Exp: 11yrs
Puneet Pal
AUM: ₹22,692.15 Cr.
|
Exp: 10yrs
Manager Performance (0)
Tax Implications
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Investment frequency
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One Time
Monthly Investment Amt. (₹)
Investment period (years)
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Invested period < 1 year
Gains are treated as short-term capital gains and taxed at 20%
Invested period > 1 year
Gains are treated as long-term capital gains and taxed at 12.5%