PGIM India Hybrid Equity Fund
(An open ended hybrid scheme investing predominantly in equity and equity related instruments)


Key Features

Benchmark Index
Benchmark Index

CRISIL Hybrid 35+65 - Aggresive Index

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Minimum Application Amount
Minimum Application Amount

Minimum of ₹ 5000/- and in multiples of ₹ 1/- thereafter.

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Minimum Additional Amount
Minimum Additional Amount

Additional Purchase - Minimum of ₹ 1000/- and in multiples of ₹ 1/- thereafter.

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Exit Load
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

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Scheme Overview

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.

However, there can be no assurance that the investment objective of the Scheme will be achieved. The Scheme does not guarantee/ indicate any returns.

Investment Strategy

  • The scheme will seek to achieve its investment objective primarily by investing in equity and equity related instruments, debt and money market instruments and thru investments in InVITs and REITs.
  • The fund manager will invest into companies across market capitalization. A combination of the top down and bottom up approach will be used to invest in equity and equity related instruments.
  • The scheme will also employ various strategies which seek to exploit available arbitrage opportunities in the markets.
  • The fixed income portfolio will consist of a pool of investment grade rated fixed income securities.
  • The Fund Management team may endeavor to generate returns whilst moderating credit and interest rate risk.
Scheme Performance
Scheme Portfolio
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riskometer

This product is suitable for investors who are seeking*:

  • Capital growth over the long term

  • Investing predominantly in equity and equity related securities

  • Degree of risk – VERY HIGH

*Investors should consult their financial advisers if in doubt about whether the product is suitable for them.

Riskometer

Very High - Investors understand that their principal will be at very high risk

fund managers
Vivek Sharma

Mr. Vivek Sharma

Over 14 years of experience in Equity market, research and fund management : Read More...

A Anandha

Mr.A.Anandha Padmanabhan

Collectively over 15 years of experience in Indian financial markets, primarily in equity Read More...

Vinay Paharia

Mr. Vinay Paharia

Collectively over 20 years of experience in Indian financial markets, primarily in equity research & Fund Management Read More...

Fund Manager - Chetan Gindodia

Mr. Chetan Gindodia

Collectively 8 years of experience in equity research Read More...

Puneet Pal

Mr. Puneet Pal

Over 22 years of experience in Debt Market

Read More...

MUTUAL FUND INVESTMENTS ARE SUBJECT TO MARKET RISKS, READ ALL SCHEME RELATED DOCUMENTS CAREFULLY.


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