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Funds

Why invest in Hybrid Funds?

Hybrid funds invest in both debt and equity instruments to achieve diversification and avoid the concentration risk. An optimum blend of the two have potential for higher returns than a regular debt fund, being less volatile as compared to pure equity funds. Hybrid funds aim to achieve wealth appreciation in the long-run and generate income in the short-run via a balanced portfolio.

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 investing predominantly in equity and equity related instruments with minimum investments between 65% and 80% of total assets in Equity & Equity related instruments; between 20% and 35% of total assets in Debt 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

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