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

10% of the units allotted may be redeemed/switched-out to debt schemes/PGIM India Arbitrage Fund without any exit load within 90 days from the date of allotment of units;
Any redemptions/switch-outs in excess of the abovementioned limit would be subject to an exit load of 0.50%, if the units are redeemed/ switched-out to debt schemes/PGIM India Arbitrage Fund within 90 days from the date of allotment of units;
Nil - If the units are redeemed/switched-out after 90 days from the date of allotment of units;
No exit load will be charged for switches and STP between any open-ended equity schemes, hybrid schemes (except PGIM India Arbitrage Fund) and fund of funds schemes

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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.

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
kramakrishnan262dcbd88141670cbb71ff0200dd9738

Mr. Kumaresh Ramakrishnan

Over 22 years of experience in Fixed Income markets as Fund Manager and Analyst

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Alok Agarwal

Mr. Alok Agarwal

Over 17 years of experience in equity market & Finance Read More...

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


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