Pgim India Hybrid Equity Fund Growth

Risk: Very High
₹ 122.44
NAV (Jul 24,2024)

The PGIM India Hybrid Equity Fund - Growth aims to provide long-term capital growth by investing predominantly in equity and equity-related securities, with a small allocation to fixed income instruments. With an expense ratio of 2.34%, the fund has an established date of February 5, 2004. Investors can start with a minimum investment of INR 5000 and enjoy the freedom to exit the fund at any time without any lock-in period. The fund's PE (Price to Earnings) ratio stands at 47.65, while the PB (Price to Book) ratio is 8.71. Currently, the scheme manages assets worth INR 217.42 crores.

Pgim India Hybrid Equity Fund Growth Latest Trend

  • 1M
  • 2M
  • 3M

Pgim India Hybrid Equity Fund Growth Latest Trend

Risk Ratios

  • P/E Ratio
    UM_URBAN_MONEY

    55.73
  • P/B Ratio
    UM_URBAN_MONEY

    11.87
  • Alpha
    UM_URBAN_MONEY

    -0.01
  • Beta
    UM_URBAN_MONEY

    0.94
  • Sharpe
    UM_URBAN_MONEY

    0.10
  • Sortino
    UM_URBAN_MONEY

    0.15

Fund Overview

Expense ratio
UM_URBAN_MONEY

2.34%

Exit Load
UM_URBAN_MONEY

0%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

₹ 217.57 Cr

Index
UM_URBAN_MONEY

Min. Investment
UM_URBAN_MONEY

SIP ₹5000.00

Scheme Riskometer

Investors understand that their principal will be at
Very High

Investment Return Calculator

as on Jul 27, 2024

Total Invested Amount

3 Months Absolute Return (In %)

6 Months Absolute Return (In %)

1 Year Absolute Return (In %)

3 Year Absolute Return (In %)

5 Year Absolute Return (In %)

₹ 10,000₹ 10,700.93 (7.01%)₹ 11,232 (12.32%)₹ 11,898.93 (18.99%)₹ 13,144.39 (31.44%)₹ 18,436.98 (84.37%)
₹ 30,000₹ 32,102.79 (7.01%)₹ 33,696 (12.32%)₹ 35,696.79 (18.99%)₹ 39,433.17 (31.44%)₹ 55,310.94 (84.37%)
₹ 50,000₹ 53,504.65 (7.01%)₹ 56,160 (12.32%)₹ 59,494.65 (18.99%)₹ 65,721.95 (31.44%)₹ 92,184.9 (84.37%)
₹ 80,000₹ 85,607.44 (7.01%)₹ 89,856 (12.32%)₹ 95,191.44 (18.99%)₹ 1,05,155.12 (31.44%)₹ 1,47,495.84 (84.37%)
₹ 1,00,000₹ 1,07,009.3 (7.01%)₹ 1,12,320 (12.32%)₹ 1,18,989.3 (18.99%)₹ 1,31,443.9 (31.44%)₹ 1,84,369.8 (84.37%)

Calculate Your Mutual Fund Returns

₹
  • ₹ 500
  • ₹ 1 Lac
Years
  • 1
  • 30
%
  • 1
  • 30
₹

Total investment

+
₹

Profit

YearInvested Amount(₹)Wealth Gained(₹)Expected Amount(₹)

Fund Portfolio Allocation

  • Holdings
  • Sectors

Name

Assets

  • Government of India17.31%
  • PGIM Jennison Global Equity Opportunities Fund10.35%
  • ICICI Bank Ltd6.16%
  • HDFC Bank Ltd5.74%
  • Reliance Industries Ltd5.09%
  • Tata Consultancy Services Ltd4.07%
  • Bharti Airtel Ltd2.87%
  • Ultratech Cement Ltd2.68%
  • Dixon Technologies India Ltd2.46%
  • Larsen & Toubro Ltd2.45%
  • VARUN BEVERAGES LIMITED2.43%
  • Axis Bank Ltd2.29%
  • Avenue Supermarts Ltd2.20%
  • Cholamandalam Investment & Finance Company Ltd1.70%
  • Indraprastha Gas Ltd1.39%
  • Mankind Pharma Ltd1.36%
  • InterGlobe Aviation Ltd1.35%
  • Jamnagar Utilities & Power Pvt Ltd1.34%
  • Hindustan Aeronautics Ltd1.33%
  • ICICI Lombard General Insurance Co Ltd1.26%
  • UNO Minda Ltd1.16%
  • Global Health Ltd1.11%
  • Clearing Corporation of India Ltd1.09%
  • Bajaj Finance Ltd1.06%
  • Persistent Systems Ltd1.05%
  • United Spirits Ltd1.01%
  • Aarti Industries Ltd1.01%
  • KPIT Technologies Ltd0.96%
  • SRF Ltd0.94%
  • Titan Company Ltd0.93%
  • Zomato Ltd0.87%
  • The Phoenix Mills Ltd0.83%
  • Creditaccess Grameen Ltd0.78%
  • Metro Brands Ltd0.76%
  • Maruti Suzuki India Ltd0.75%
  • Triveni Turbine Ltd0.71%
  • Multi Commodity Exchange Of India Ltd0.69%
  • Ratnamani Metals & Tubes Ltd0.67%
  • Net Receivables Payables0.66%
  • Central Depository Services I Ltd0.64%
  • SBI Life Insurance Company Ltd0.63%
  • Syngene International Ltd0.63%
  • Motherson Sumi Wiring India Ltd0.62%
  • Havells India Ltd0.61%
  • Bharat Electronics Ltd0.54%
  • Krishna Inst of Medical Sciences Ltd0.52%
  • Sona BLW Precision Forgings Ltd0.50%
  • Happiest Minds Technologies Ltd0.46%
  • Coforge Ltd0.45%
  • Max Healthcare Institute Ltd0.44%
  • Landmark Cars Ltd0.42%
  • Small Industries Development Bank of India0.32%
  • Doms Industries Ltd0.31%
  • Tube Investments Of India Ltd0.01%
  • State Government of Andhra Pradesh0.00%

Holdings Analysis

Peer Comparison

Pick your choice with our quick comparitive analysis

  • 6M
  • 1Y
  • 3Y
  • 5Y
Mutual Fund SchemesCategoryRiskAbsolute Return (6M)

JM Aggressive Hybrid Fund - GrowthJM Aggressive Hybrid Fund - Growth

HYBRID

Very High

26.51%

Bank of India Mid & Small Cap Equity & Debt Fund - Regular Plan - GrowthBank of India Mid & Small Cap Equity & Debt Fund - Regular Plan - Growth

HYBRID

Very High

24.65%

ICICI Prudential Equity & Debt Fund - GrowthICICI Prudential Equity & Debt Fund - Growth

HYBRID

Very High

18.89%

Franklin India Equity Hybrid Fund - GrowthFranklin India Equity Hybrid Fund - Growth

HYBRID

Very High

15.72%

Edelweiss Aggressive Hybrid Fund - Regular Plan - GrowthEdelweiss Aggressive Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

15.58%

Sundaram Aggressive Hybrid Fund - GrowthSundaram Aggressive Hybrid Fund - Growth

HYBRID

High

15.17%

UTI Aggressive Hybrid Fund - Regular Plan - GrowthUTI Aggressive Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

14.28%

Bandhan Hybrid Equity Fund - Regular Plan - GrowthBandhan Hybrid Equity Fund - Regular Plan - Growth

HYBRID

Very High

13.62%

Canara Robeco Equity Hybrid Fund - Regular Plan - GrowthCanara Robeco Equity Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

12.14%

Kotak Equity Hybrid Fund - IDCWKotak Equity Hybrid Fund - IDCW

HYBRID

Very High

11.21%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

JM Aggressive Hybrid Fund - GrowthJM Aggressive Hybrid Fund - Growth

HYBRID

Very High

45.79%

Quant Absolute Fund - GrowthQuant Absolute Fund - Growth

HYBRID

Very High

36.53%

Invesco India Aggressive Hybrid Fund - Regular Plan - GrowthInvesco India Aggressive Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

35.21%

Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - GrowthMahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

34.28%

Shriram Aggressive Hybrid Fund - Regular Plan - GrowthShriram Aggressive Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

31.38%

Groww Aggressive Hybrid Fund - Regular Plan - GrowthGroww Aggressive Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

27.36%

Tata Hybrid Equity Fund - Regular Plan - GrowthTata Hybrid Equity Fund - Regular Plan - Growth

HYBRID

Very High

23.34%

Mirae Asset Aggressive Hybrid Fund - Regular Plan - GrowthMirae Asset Aggressive Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

22.90%

Navi Aggressive Hybrid Fund - Regular Plan - GrowthNavi Aggressive Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

22.75%

Motilal Oswal Equity Hybrid Fund - Regular Plan - GrowthMotilal Oswal Equity Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

17.72%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Bank of India Mid & Small Cap Equity & Debt Fund - Regular Plan - GrowthBank of India Mid & Small Cap Equity & Debt Fund - Regular Plan - Growth

HYBRID

Very High

27.07%

Edelweiss Aggressive Hybrid Fund - Regular Plan - GrowthEdelweiss Aggressive Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

18.39%

Nippon India Equity Hybrid Fund - GrowthNippon India Equity Hybrid Fund - Growth

HYBRID

Very High

18.32%

Franklin India Equity Hybrid Fund - GrowthFranklin India Equity Hybrid Fund - Growth

HYBRID

Very High

15.67%

Sundaram Aggressive Hybrid Fund - GrowthSundaram Aggressive Hybrid Fund - Growth

HYBRID

High

14.69%

Baroda BNP Paribas Aggressive Hybrid Fund - Regular Plan - GrowthBaroda BNP Paribas Aggressive Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

14.60%

Union Aggressive Hybrid Fund - Regular Plan - GrowthUnion Aggressive Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

14.40%

Canara Robeco Equity Hybrid Fund - Regular Plan - GrowthCanara Robeco Equity Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

13.41%

Aditya Birla Sun Life Equity Hybrid '95 Fund - GrowthAditya Birla Sun Life Equity Hybrid '95 Fund - Growth

HYBRID

Very High

13.02%

HSBC Equity Hybrid Fund - Regular Plan - GrowthHSBC Equity Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

11.88%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Bank of India Mid & Small Cap Equity & Debt Fund - Regular Plan - GrowthBank of India Mid & Small Cap Equity & Debt Fund - Regular Plan - Growth

HYBRID

Very High

21.88%

Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - GrowthMahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

21.00%

DSP Equity & Bond Fund - Regular Plan - GrowthDSP Equity & Bond Fund - Regular Plan - Growth

HYBRID

Very High

17.41%

HDFC Hybrid Equity Fund - GrowthHDFC Hybrid Equity Fund - Growth

HYBRID

Very High

14.88%

Shriram Aggressive Hybrid Fund - Regular Plan - GrowthShriram Aggressive Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

14.79%

Mirae Asset Aggressive Hybrid Fund - Regular Plan - GrowthMirae Asset Aggressive Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

14.25%

SBI Equity Hybrid Fund - Regular Plan - IDCWSBI Equity Hybrid Fund - Regular Plan - IDCW

HYBRID

Very High

13.83%

Axis Equity Hybrid Fund - Regular Plan - GrowthAxis Equity Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

12.32%

LIC MF Aggressive Hybrid Fund - GrowthLIC MF Aggressive Hybrid Fund - Growth

HYBRID

Very High

11.34%

IDBI Hybrid Equity Fund - GrowthIDBI Hybrid Equity Fund - Growth

HYBRID

Very High

7.09%

Show all Funds

Fund Managers

SV

Mr. Sharma VivekAssistant Fund Manager - Equity

Collectively over 15 years of experience in Indian financial markets, primarily in equity research.

AA

Mr. Anandha Padmanabhan AnjeneyanFund Manager

March 2019 onwards: AVP- Research with PGIM India Asset Management Pvt LtdMay 2018 to March 2019: Senior Research Analyst with Renaissance Investment Managers Private LimitedSeptember 2009 to May 2018: With Canara Robeco AMC Ltd. - Last Position Held - Equity Research Analyst

VP

Mr. Vinay PahariaAssociate Portfolio Manager

Vinay has about 11 years experience in equity markets. In his last assigment, Vinay was an Equity Research Analyst with DBS Cholamandalam AMC. Prior to DBS Cholamandalam AMC, Vinay worked with KRC, a domestic broking house, as an Analyst in the PMS division and as a sell side analyst with First Global.

PP

Mr. Puneet PalHead - Fixed Income

Mr. Puneet Pal has over 10 years of experience in asset management. In his position as Head of Fixed Income, Puneet is an integral part of a team of investment professionals managing Fixed Income funds for BNP Paribas Mutual Fund. In his previous assignment, he was Senior Vice President & Fund Manager at UTI Mutual Fund from July 2008 - February 15, 2012. Puneet was a Fund Manager at Tata Mutual Fund (August 2006 - July 2008) before which he was with UTI Mutual Fund for 3 years.

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Compare with similar Funds

PGIM India Hybrid Equity Fund - Growth

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FAQ's

What is the risk level associated with the PGIM India Hybrid Equity Fund - Growth?

The PGIM India Hybrid Equity Fund - Growth carries a high level of risk as a mutual fund.

What is the current NAV (Net Asset Value) of the PGIM India Hybrid Equity Fund - Growth as of Jul 24,2024?

The current NAV of the PGIM India Hybrid Equity Fund - Growth as of Jul 24,2024 is INR 122.44.

What are the returns generated by the PGIM India Hybrid Equity Fund - Growth over the past 1, 3, and 5 years?

The PGIM India Hybrid Equity Fund - Growth has delivered strong returns with 18.11% over 1 year, 9.66% over 3 years, and 10.71% over 5 years.

What is the expense ratio associated with the PGIM India Hybrid Equity Fund - Growth?

The PGIM India Hybrid Equity Fund - Growth has an expense ratio of 2.34%.

What is the minimum investment amount required for the PGIM India Hybrid Equity Fund - Growth?

The PGIM India Hybrid Equity Fund - Growth requires a minimum investment of INR 5000.

Is there a systematic investment plan (SIP) available for the PGIM India Hybrid Equity Fund - Growth?

SIP for PGIM India Hybrid Equity Fund - Growth is available with a minimum investment of INR 5000 per month.

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