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Pgim India Hybrid Equity Fund Monthly Idcw
NAV (Mar 26,2024)
The PGIM India Hybrid Equity Fund is a monthly IDCW scheme offering potential investors the opportunity to invest in a diverse portfolio of equity and debt instruments. With a low expense ratio of 2.34%, this fund aims to generate attractive returns for investors. The fund has an established track record since its inception in 2016 and boasts a scheme asset under management of ₹217.42 crores. The minimum investment required is ₹5000 and there is no lock-in period for this fund. It has a price-to-earnings ratio of 47.65 and a price-to-book ratio of 8.71, indicating its potential for growth.
Pgim India Hybrid Equity Fund Monthly Idcw Latest Trend
- 1M
- 2M
- 3M
Pgim India Hybrid Equity Fund Monthly Idcw Latest Trend
Risk Ratios
- P/E Ratio47.65
- P/B Ratio8.71
- Alpha-0.02
- Beta0.99
- Sharpe0.11
- Sortino0.19
Fund Overview
2.34%
0%
No Lock-in
₹ 217.42 Cr
SIP ₹5000.00
Scheme Riskometer
Investors understand that their principal will be at
Very High
Investment Return Calculator
as on Mar 28, 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 | ₹ 10,270.14 (2.70%) | ₹ 11,040.07 (10.40%) | ₹ 12,178.72 (21.79%) | ₹ 13,798.76 (37.99%) | ₹ 16,427.1 (64.27%) |
₹ 30,000 | ₹ 30,810.42 (2.70%) | ₹ 33,120.21 (10.40%) | ₹ 36,536.16 (21.79%) | ₹ 41,396.28 (37.99%) | ₹ 49,281.3 (64.27%) |
₹ 50,000 | ₹ 51,350.7 (2.70%) | ₹ 55,200.35 (10.40%) | ₹ 60,893.6 (21.79%) | ₹ 68,993.8 (37.99%) | ₹ 82,135.5 (64.27%) |
₹ 80,000 | ₹ 82,161.12 (2.70%) | ₹ 88,320.56 (10.40%) | ₹ 97,429.76 (21.79%) | ₹ 1,10,390.08 (37.99%) | ₹ 1,31,416.8 (64.27%) |
₹ 1,00,000 | ₹ 1,02,701.4 (2.70%) | ₹ 1,10,400.7 (10.40%) | ₹ 1,21,787.2 (21.79%) | ₹ 1,37,987.6 (37.99%) | ₹ 1,64,271 (64.27%) |
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Fund Portfolio Allocation
- Holdings
- Sectors
Name
Assets
- Government of India17.44%
- PGIM Jennison Global Equity Opportunities Fund10.11%
- HDFC Bank Ltd6.35%
- ICICI Bank Ltd6.03%
- Reliance Industries Ltd4.13%
- Treps Reverse Repo2.64%
- Bajaj Finance Ltd2.53%
- Ultratech Cement Ltd2.42%
- LTIMindtree Ltd1.97%
- Infosys Ltd1.57%
- Hindustan Unilever Ltd1.56%
- P I INDUSTRIES LIMITED1.52%
- Cholamandalam Investment & Finance Company Ltd1.51%
- Avenue Supermarts Ltd1.49%
- Tube Investments Of India Ltd1.42%
- VARUN BEVERAGES LIMITED1.42%
- Dixon Technologies India Ltd1.35%
- Jamnagar Utilities & Power Pvt Ltd1.33%
- Larsen & Toubro Ltd1.30%
- Mankind Pharma Ltd1.27%
- Bharti Airtel Ltd1.26%
- United Spirits Ltd1.18%
- Indraprastha Gas Ltd1.16%
- Bharat Electronics Ltd1.09%
- Page Industries Ltd1.02%
- Titan Company Ltd1.00%
- ICICI Lombard General Insurance Co Ltd0.96%
- Creditaccess Grameen Ltd0.96%
- InterGlobe Aviation Ltd0.95%
- Poonawalla Fincorp Ltd0.95%
- Sona BLW Precision Forgings Ltd0.94%
- The Phoenix Mills Ltd0.87%
- Navin Fluorine International Ltd0.84%
- Coforge Ltd0.82%
- Global Health Ltd0.82%
- Metro Brands Ltd0.79%
- Small Industries Development Bank of India0.78%
- UNO Minda Ltd0.73%
- Equitas Small Finance Bank Ltd0.73%
- CRISIL Ltd0.70%
- SRF Ltd0.68%
- Vedant Fashions Ltd0.67%
- RHI Magnesita India Ltd0.66%
- Maruti Suzuki India Ltd0.64%
- Ratnamani Metals & Tubes Ltd0.62%
- Syngene International Ltd0.62%
- Net Receivables Payables0.55%
- Zomato Ltd0.54%
- Tatva Chintan Pharma Chem Ltd0.52%
- Devyani International Ltd0.51%
- Motherson Sumi Wiring India Ltd0.51%
- Indiamart Intermesh Ltd0.51%
- Happiest Minds Technologies Ltd0.51%
- Multi Commodity Exchange Of India Ltd0.50%
- Krishna Inst of Medical Sciences Ltd0.50%
- Triveni Turbine Ltd0.49%
- SBI Cards & Payment Services Ltd0.48%
- Landmark Cars Ltd0.48%
- Sanofi India Ltd0.47%
- Havells India Ltd0.45%
- Max Healthcare Institute Ltd0.32%
- Sai Silk Kalamandir Ltd0.32%
- Info Edge India Ltd0.31%
- Cello World Ltd0.26%
- State Government of Andhra Pradesh0.00%
- Miscellaneous17.44%
- Bank - Private13.11%
- Finance - NBFC6.42%
- IT - Software4.87%
- Refineries4.13%
- Retailing2.60%
- Chemicals2.04%
- Consumer Food1.94%
- Textile1.69%
- Auto Ancillary1.67%
- Cycles1.42%
- e-Commerce1.04%
- Diamond & Jewellery1.00%
- Insurance0.96%
- Airlines0.95%
- Ratings0.70%
- Refractories0.66%
- Business Support0.62%
- Electric Equipment0.45%
- BPO/ITeS0.31%
Holdings Analysis
Peer Comparison
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- 6M
- 1Y
- 3Y
- 5Y
Mutual Fund Schemes | Category | Risk | Absolute Return (6M) |
Shriram Aggressive Hybrid Fund - Regular Plan - Growth | HYBRID | Very High | 16.57% |
Invesco India Aggressive Hybrid Fund - Regular Plan - Growth | HYBRID | Very High | 15.61% |
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth | HYBRID | Very High | 14.36% |
LIC MF Aggressive Hybrid Fund - Growth | HYBRID | Very High | 12.24% |
SBI Equity Hybrid Fund - Regular Plan - IDCW | HYBRID | Very High | 11.06% |
Mirae Asset Aggressive Hybrid Fund - Regular Plan - Growth | HYBRID | Very High | 10.60% |
IDBI Hybrid Equity Fund - Growth | HYBRID | Very High | 9.90% |
DSP Equity & Bond Fund - Regular Plan - Growth | HYBRID | Very High | 8.30% |
HDFC Hybrid Equity Fund - Growth | HYBRID | Very High | 7.93% |
Axis Equity Hybrid Fund - Regular Plan - Growth | HYBRID | Very High | 6.53% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
JM Aggressive Hybrid Fund - Growth | HYBRID | Very High | 45.79% |
Bank of India Mid & Small Cap Equity & Debt Fund - Regular Plan - Growth | HYBRID | Very High | 42.82% |
ICICI Prudential Equity & Debt Fund - Growth | HYBRID | Very High | 35.05% |
Franklin India Equity Hybrid Fund - Growth | HYBRID | Very High | 32.28% |
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth | HYBRID | Very High | 29.80% |
UTI Aggressive Hybrid Fund - Regular Plan - Growth | HYBRID | Very High | 28.27% |
Bandhan Hybrid Equity Fund - Regular Plan - Growth | HYBRID | Very High | 24.18% |
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth | HYBRID | Very High | 23.55% |
Kotak Equity Hybrid Fund - IDCW | HYBRID | Very High | 23.26% |
Sundaram Aggressive Hybrid Fund - Growth | HYBRID | High | 23.13% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
Bank of India Mid & Small Cap Equity & Debt Fund - Regular Plan - Growth | HYBRID | Very High | 27.07% |
ICICI Prudential Equity & Debt Fund - Growth | HYBRID | Very High | 25.71% |
JM Aggressive Hybrid Fund - Growth | HYBRID | Very High | 22.58% |
UTI Aggressive Hybrid Fund - Regular Plan - Growth | HYBRID | Very High | 18.42% |
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth | HYBRID | Very High | 18.39% |
Nippon India Equity Hybrid Fund - Growth | HYBRID | Very High | 18.32% |
Kotak Equity Hybrid Fund - IDCW | HYBRID | Very High | 16.30% |
Bandhan Hybrid Equity Fund - Regular Plan - Growth | HYBRID | Very High | 15.48% |
Sundaram Aggressive Hybrid Fund - Growth | HYBRID | High | 14.13% |
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth | HYBRID | Very High | 13.41% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
ICICI Prudential Equity & Debt Fund - Growth | HYBRID | Very High | 20.85% |
JM Aggressive Hybrid Fund - Growth | HYBRID | Very High | 17.96% |
Baroda BNP Paribas Aggressive Hybrid Fund - Regular Plan - Growth | HYBRID | Very High | 16.19% |
HDFC Hybrid Equity Fund - Growth | HYBRID | Very High | 14.88% |
Franklin India Equity Hybrid Fund - Growth | HYBRID | Very High | 14.35% |
SBI Equity Hybrid Fund - Regular Plan - IDCW | HYBRID | Very High | 14.19% |
HSBC Aggressive Hybrid Fund - Regular Plan - Growth | HYBRID | Very High | 12.97% |
Axis Equity Hybrid Fund - Regular Plan - Growth | HYBRID | Very High | 12.22% |
Aditya Birla Sun Life Equity Hybrid '95 Fund - Growth | HYBRID | Very High | 12.21% |
IDBI Hybrid Equity Fund - Growth | HYBRID | Very High | 7.09% |
Fund Managers
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
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.
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.
Mr. Ojasvi KhichaFund Manager
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PGIM India Hybrid Equity Fund - Monthly IDCW
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