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PGIM India Hybrid Equity Fund - Direct Plan

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.

Suitability

Capital growth over the long term.

• Investment in equity and equity related securities.

Fund Info

Scheme Class	Hybrid
Scheme Category	Aggressive Allocation
Expense Ratio	0.69%
Min subscription	₹ 5,000

Scheme Type	Open-ended
Scheme AUM (in Crs.)	₹ 228
AMC AUM (in Crs.)	₹ 7,627
Min Addition Subscription	₹ 1,000

Benchmark Type

CRISIL Hybrid 35+65 - Agg TR INR

Exit Load

Exit load of 0.5%, if redeemed between (0-90) days. No Exit load, if redeemed after 90 days.

Building Graph

Peer Comparison

Fund	Min SIP Inv.	Min Inv.	Returns 3Y
HDFC Hybrid Equity Fund - Direct Plan	1000	1000	17.78%
Aditya Birla Sun Life Equity Hybrid '95 Fund - Direct Plan	1000	1000	13.3%
ICICI Prudential Equity & Debt Fund - Direct Plan	1000	1000	22.48%
SBI Equity Hybrid Fund - Direct Plan	1000	1000	14.79%
Canara Robeco Equity Hybrid Fund - Direct Plan	0	1000	16.96%
Mirae Asset Hybrid Equity Fund - Direct Plan	1000	1000	16.11%
Nippon India Equity Hybrid Fund Segregated Portfolio 1 - Direct Plan	500	500	11.17%
HSBC Aggressive Hybrid Fund - Direct Plan	1000	1000	12.52%
Aditya Birla Sun Life Equity Hybrid '95 Fund - Direct Plan	1000	1000	13.3%
ICICI Prudential Equity & Debt Fund - Direct Plan	1000	1000	22.48%
Sundaram Aggressive Hybrid Fund - Direct Plan	1000	1000	17.22%
DSP Equity & Bond Fund - Direct Plan	1000	1000	14.9%

Top 10 Holdings

Company	Holding Type	Asset(%)
Clearing Corporation Of India Ltd.	Cash - Repurchase Agreement	13
PGIM Jennison Global Eq Opps USD I Acc	Mutual Fund - Open End	10
ICICI Bank Ltd	Equity	9
HDFC Bank Ltd	Equity	7
Reliance Industries Ltd	Equity	4
Larsen & Toubro Ltd	Equity	4
Bharti Airtel Ltd	Equity	3
Axis Bank Ltd	Equity	3
Sun Pharmaceuticals Industries Ltd	Equity	3
UltraTech Cement Ltd	Equity	2

Asset Allocation(%)

Asset	Percent
Equity	71
Cash - Repurchase Agreement	13
Mutual Fund - Open End	10
Bond - Corporate Bond	3
Bond - Gov't Treasury	2

Sector Allocation(%)

Sector	Percent
Financial Services	26
Cash - Repurchase Agreement	13
Consumer Cyclical	11
Mutual Fund - Open End	10
Industrials	9

Fund Manager

Bhupesh Kalyani

0+ years of experience

Vivek Sharma

0+ years of experience

Rahul Jagwani

0+ years of experience

PGIM India Fund

AUM₹7,627 Cr

About

DHFL was established in the year 1984 and it aimed to provide financial access to the middle and lower income strata of the society. Today, it is one of the most trusted and leading financial brands in India.##When it comes to the mutual fund space, this AMC provides funds across various categories and its main vision is financial inclusion, which means that their motto is to bring financial awareness to people in remote cities and towns. DHFL is therefore present in 351 locations across the country.##DHFL Pramerica Trustees Private Limited acts as the trustee company of DHFL Pramerica Mutual Fund and makes sure that all transactions are in accordance with the rules and regulations set-up by SEBI.

care@pgimindia.co.in

Phone

9930738128

Address

PGIM India Asset Management Private Limited,Nirlon House, 2nd Floor,,Dr. Annie Besant Road,,Worli,, Mumbai - 400 030

Calculate Returns

Investment Amount

Expected Annual Return Rate(%)

Investment DurationYears6Months0

Investment Amount₹ 10000

Return Amount₹ 4185

Return Rate6 %

Duration6y 0m