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PGIM India Hybrid Equity Fund - Growth

  • Regular
  • Direct
Category : Aggressive Hybrid Fund
(Min ₹500 for SIP, ₹5000 for one time investment)
  • Latest (Updated on 31st Dec 2015)
    Crisil Rank
  • (Updated on 30th Sep 2015)
    Crisil Rank
  • (Updated on 31st Mar 2015)
    Crisil Rank
  • (Updated on 31st Dec 2014)
    Crisil Rank
  • (Updated on 30th Sep 2014)
    Crisil Rank
Should you invest in this fund? - Fund has consistently maintained average rank in the Aggressive Hybrid Fund since last 5 quarters. Existing investors can hold their investments. Fresh investments can be avoid

Returns (NAV as on 18th October, 2019)

Period Invested for ₹10000 Invested on Latest Value Absolute Returns Annualised Returns Category Avg Rank within Category
1 Week 11-Oct-19 10237.20 2.37% - 2.01% 13/35
1 Month 18-Sep-19 10646.10 6.46% - 4.78% 5/34
3 Month 18-Jul-19 10167.90 1.68% - 0.13% 15/33
6 Month 18-Apr-19 10070.00 0.70% - -0.63% 15/33
YTD 01-Jan-19 10597.10 5.97% - -0.03% 15/33
1 Year 17-Oct-18 10723.80 7.24% 7.22% 8.08% 18/31
2 Year 18-Oct-17 10618.30 6.18% 3.04% 2.11% 14/27
3 Year 18-Oct-16 11531.70 15.32% 4.86% 6.30% 19/24
5 Year 17-Oct-14 13766.70 37.67% 6.59% 8.32% 18/21
10 Year 16-Oct-09 19491.80 94.92% 6.89% 9.78% 18/19
Since Inception 05-Feb-04 69040.00 590.40% 13.09% 10.26% 10/35

SIP Returns (NAV as on 18th October, 2019)

Period Invested for ₹1000 SIP Started on Investments Latest Value Absolute Returns Annualised Returns
1 Year 17-Oct-18 12000 12513.42 4.28 % 8 %
2 Year 18-Oct-17 24000 24917.04 3.82 % 3.65 %
3 Year 18-Oct-16 36000 38381.46 6.62 % 4.2 %
5 Year 17-Oct-14 60000 68113.47 13.52 % 5.01 %
10 Year 16-Oct-09 120000 181231.95 51.03 % 7.99 %

Compare performance

Category 1 D 1 M 3 M 6 M YTD 1 Y 2 Y 3 Y 5 Y
This Fund 0.82% 6.17% 0.50% -0.01% 0.53% 6.65% 2.61% 4.91% 6.48%
Nifty 50 1.07% 7.11% -0.87% -1.70% -0.32% 10.84% 6.40% 10.79% 8.29%
Benchmark: Nifty 50 0.79% 4.53% 0.10% 1.27% 2.08% 11.57% 6.13% 9.68% 10.02%
Category Average 0.72% 4.78% 0.13% -0.63% -0.03% 8.08% 2.11% 6.30% 8.32%
Category Rank 15/35 5/34 15/33 15/33 15/33 18/31 14/27 19/24 18/21
Best in Category 0.98% 8.08% 6.22% 7.88% 9.05% 18.19% 7.97% 9.90% 11.39%
Worst in Category 0.00% 1.08% -4.63% -15.28% -15.22% -10.89% -7.09% 0.98% 2.56%

Best Quarters

Period This Fund Nifty 50 Nifty 100 Category Average
Q2 - 2014 16.79% 13.25% 14.57% 17.52%
Q1 - 2017 10.42% 12.16% 12.85% 9.88%
Q1 - 2017 10.42% 12.16% 12.85% 9.88%

Worst Quarters

Period This Fund Nifty 50 Nifty 100 Category Average
Q4 - 2016 -3.60% -6.39% -6.71% -4.03%
Q1 - 2016 -3.24% -2.82% -3.52% -3.36%
Q4 - 2016 -3.60% -6.39% -6.71% -4.03%

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