PGIM India Hybrid Equity Fund - Growth Option

(Erstwhile DHFL Pramerica Balanced Advantage Fund - Growth Option)

Category: Hybrid: Aggressive
Launch Date: 29-01-2004
Asset Class: Mixed Asset
Benchmark: CRISIL Hybrid 35+65 Aggressive TRI
Expense Ratio: 2.34% As on (30-06-2024)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 217.64 Cr As on (30-06-2024)
Turn over: 38
NAV as on 19-07-2024

122.62

-1.57 (-1.2804%)

CAGR Since Inception

13.02%

CRISIL Hybrid 35+65 Aggressive TRI 12.69%

PERFORMANCE of PGIM India Hybrid Equity Fund - Growth Option

Scheme Performance (%) Data as on - 22-07-2024

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
PGIM India Hybrid Equity Fund - Growth Option 18.13 9.71 12.83 9.65 13.02
Benchmark - - - - -
Hybrid: Aggressive 29.66 16.05 17.39 12.98 13.99

Yearly Performance (%)

Nav Movement

Fund Managers

Puneet Pal, Vinay Paharia, Anandha Padmanabhan Anjeneyan, Chetan Gindodia

Investment Objective

The scheme aims to generate capital appreciation on the portfolio over a long term by actively investing in different asset classes as per market conditions. For defensive considerations, the scheme may invest in debt, money market instruments and derivatives. The investment strategy is to invest in equities comprising a mix of well researched large & mid cap companies. The selection of stocks will be done from medium to long term view.

RETURNS CALCULATOR for PGIM India Hybrid Equity Fund - Growth Option

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

Key Performance and Risk Statistics of PGIM India Hybrid Equity Fund - Growth Option

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
PGIM India Hybrid Equity Fund - Growth Option 9.33 0.37 -1.38 0.97 7.21 1.11
Hybrid: Aggressive - - - - - -

PEER COMPARISION of PGIM India Hybrid Equity Fund - Growth Option

Period
Data as on - 22-07-2024
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
PGIM India Hybrid Equity Fund - Growth Option 29-01-2004 18.13 19.19 9.71 12.83 9.65
JM Aggressive Hybrid Fund (Regular) -Growth Option 01-04-1995 53.09 37.03 24.8 25.47 13.5
BANK OF INDIA MID & SMALL CAP EQUITY & DEBT FUND - REGULAR PLAN GROWTH 05-07-2016 48.46 33.15 20.25 27.69 0.0
ICICI Prudential Equity & Debt Fund - Growth 05-11-1999 37.03 28.55 24.66 22.35 16.63
Quant Absolute Fund - Growth Option - Regular Plan 21-03-2001 35.8 24.52 19.06 25.82 16.99
Invesco India Aggressive Hybrid Fund - Regular Plan - Growth 15-06-2018 34.8 24.32 15.48 15.94 0.0
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth 19-07-2019 33.26 24.98 18.34 0.0 0.0
UTI Aggressive Hybrid Fund - Regular Plan - Growth 20-03-1995 32.43 25.46 18.86 18.74 13.08
Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option 16-06-2009 32.4 26.55 19.48 19.21 13.64
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option 12-08-2009 32.29 26.41 19.37 19.15 13.59

PORTFOLIO ANALYSIS of PGIM India Hybrid Equity Fund - Growth Option

Asset Allocation (%)