CASPeR Ranking #244

PGIM India Hybrid Equity Fund Direct Plan Growth

Very High Risk •Aggressive Allocation• Allocation

NAV (Tue Jan 14 2025)

₹145

Returns (Since Inception)

8.92%

Category Average

11.50%

Rating

Allocation and Holdings

Asset class

Weightage

Unknown

21.10%

Financial Services

14.01%

Technology

7.82%

Energy

4.07%

Communication Services

3.24%

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4.5

Overall rating

100K+Downloads

Scheme Information

Fund name

PGIM India Hybrid Equity Fund Direct Plan Growth

Minimum SIP

1000

Risk Level

Very High Risk

AUM

₹211.26 Cr

ISIN

INF663L01GX2

Inception Date

Jan 01 2013

Standard Deviation

10.093

Beta

0.98

Sharpe Ratio

0.447

Benchmark

CRISIL Hybrid 35+65 - Agg TR INR

Expense Ratio

0.780%

Exit Load

For Exits within 90 days from date of allotment of units : 0.50%. For Exits beyond 90 days from date of allotment of units : NIL

Risk

Very High Risk

Investment Objective

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.

Fund Managers

Kunal Jain

Alok Agarwal

Ravi Adukia

About the AMC

PGIM India Asset Management Private Limited

Phone Number

+91 22 61593000

Email Address

care@pgimindia.co.in

Corporate Office Address

PGIM India Asset Management Private Limited,Nirlon House, 2nd Floor,,Dr. Annie Besant Road,,Worli,

Overall AUM

₹211.26 Cr

Website

http://www.pgimindiamf.com/

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PGIM India Hybrid Equity Fund Direct Plan Growth

Allocation and Holdings

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Scheme Information

About the AMC

Popular Hybrid Funds

Popular Allocation funds

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