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Funds

Introduction to Hybrid Funds:

Hybrid Funds may help you get the benefit of diversification through one fund, thereby mitigating volatility to some extent. Investors who are not sure as to how much and when to enter and exit different asset classes based on evolving market conditions may consider these funds. Hybrid Funds come with varying degree of risks depending on the category. Thus, investors should choose a fund which suits their risk appetite.

Different Hybrid Funds for Different Goals

Time horizon Some Situation where you can consider investing Type of Scheme
3 Months+ For Arbitrage opportunities PGIM India Arbitrage Fund:
An open-ended scheme investing in arbitrage opportunities with minimum investment in equity & equity related instruments- 65% of total assets
2 Years+ Approaching long-term goals like child’s education, marriage and retirement PGIM India Hybrid Equity Fund:
An open-ended hybrid scheme provides a diversi­fication to 3 asset classes with a minimum of 65% of total assets being invested in domestic equity and equity related instruments, up to 15% of total assets being invested in global equities, balance 20% - 35% in Debt Securities and Money Market Instruments
2 Years+ Approaching long-term goals like child’s education, marriage and retirement PGIM India Equity Savings Fund:
An open-ended scheme investing in equity, arbitrage and debt with minimum investment in equity & equity related instruments- 65% of total assets and minimum investment in debt- 10% of total assets
3 years+ Approaching long-term goals like child’s education, marriage and retirement PGIM India Balanced Advantage Fund:
An open-ended Dynamic Asset Allocation Fund that will dynamically manage the asset allocation across equity and debt based on the valuations of the equity markets so that the investors can buy low and sell high in the equity markets for long term wealth creation.

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