Moneycontrol Be a Pro
Get App
you are here:

PGIM India Hybrid Equity Fund - Growth

  • Regular
  • Direct
Category : Aggressive Hybrid Fund
(Min ₹500 for SIP, ₹5000 for one time investment)
  • Latest (Updated on 30th Sep 2019)
    Crisil Rank
  • (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
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 15th November, 2019)

Period Invested for ₹10000 Invested on Latest Value Absolute Returns Annualised Returns Category Avg Rank within Category
1 Week 08-Nov-19 10038.30 0.38% - -0.56% 11/35
1 Month 15-Oct-19 10403.30 4.03% - 3.52% 4/35
3 Month 14-Aug-19 10686.40 6.86% - 6.52% 19/34
6 Month 15-May-19 10707.50 7.07% - 5.77% 14/33
YTD 01-Jan-19 10848.80 8.49% - 2.13% 18/33
1 Year 15-Nov-18 11101.00 11.01% 11.01% 8.74% 12/32
2 Year 15-Nov-17 10758.00 7.58% 3.72% 2.77% 13/27
3 Year 15-Nov-16 12371.80 23.72% 7.35% 7.77% 17/25
5 Year 14-Nov-14 12983.10 29.83% 5.35% 7.33% 19/22
10 Year 13-Nov-09 20648.60 106.49% 7.51% 10.16% 18/19
Since Inception 05-Feb-04 70680.00 606.80% 13.19% 10.74% 10/35

SIP Returns (NAV as on 15th November, 2019)

Period Invested for ₹1000 SIP Started on Investments Latest Value Absolute Returns Annualised Returns
1 Year 15-Nov-18 12000 12811.39 6.76 % 12.71 %
2 Year 15-Nov-17 24000 25493.32 6.22 % 5.91 %
3 Year 15-Nov-16 36000 39200.14 8.89 % 5.6 %
5 Year 14-Nov-14 60000 69483.33 15.81 % 5.8 %
10 Year 13-Nov-09 120000 184684.99 53.9 % 8.35 %

Compare performance

Category 1 D 1 M 3 M 6 M YTD 1 Y 2 Y 3 Y 5 Y
This Fund 0.11% 4.03% 6.86% 7.07% 8.69% 11.01% 3.72% 7.35% 5.35%
Nifty 50 0.20% 4.09% 7.85% 6.62% 9.51% 12.04% 8.43% 13.63% 7.22%
Benchmark: Nifty 50 0.15% 3.24% 6.14% 7.57% 8.89% 11.71% 7.49% 11.73% 9.20%
Category Average 0.18% 3.27% 6.72% 6.29% 6.61% 8.59% 3.18% 8.64% 7.37%
Category Rank 22/35 5/35 18/34 16/33 14/33 13/32 14/27 19/25 19/22
Best in Category 0.61% 5.66% 10.98% 13.39% 15.42% 18.55% 9.67% 12.58% 10.42%
Worst in Category -0.30% 0.00% 2.73% -10.67% -11.80% -10.94% -6.18% 2.36% 1.63%

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%

Forum

View More