PGIM India Hybrid Equity Fund (IDCW)

Growth | Dividend | Switch To Best Scheme
14.0800
Chg: 0.18(1.29%)
Buy Sell SIP
52 week Low
13.67
52 week High
16.68
Expense Ratio(%)
0
AUM(Rs.Cr)
197.60
Exit Load(%)
1
Min Investment
5,000
1Y return
6.03%
3Y return
9.83%
5Y return
16.49%
Since Inception
12.25%
Fund Category
Balanced
Benchmark
S&P BSE 200
Fund Manager Anandha Padmanabhan Anjen
Inception Date 29 Jan 2004
Scheme vs Benchmark

Compares the scheme's return versus the benchmark index.

Scheme Vs Benchmark
6.05%
Rating

Ratings are on a scale of 1 to 5 stars.

Rating
Risk

Indicates the likely risk associated to the investment.

Risk
-
Return Grade

Rates the actual returns.

Return Grade
-
Consistency

Highlights the recent performance in the last few years.

Consistency

Scheme Details

Check out for various schemes broadly classified into four different segmentation’s.

Rs. 1 Lac Invested would be worth
Fund Name 3 Months 6 Months 1 Year 3 Years 5 Years
Statistic Fund(%) Index(%)
Return 0.00 -0.02
Alpha -239.75 0.00
Volatility 120.43 15.61
Beta 0.20 -0.02
Sharpe Ratio 0.02 0.00
Treynor Ratio 10.74 0.00
Sortino Ratio -0.66 -0.59
8.15%
2023
8.84%
2024 2025
8.63%
2026

Return Calculator

The Rate of Return also known as the Return of Investment is the basic fundamental ratio of calculating returns for any gains or yearly income. The Return Calculator lets you calculate your proxy returns using various combinations across different mutual funds and time frame.

If I had made
investment of  
in
Months Ago
My investment would be worth 1,28,679.05 with a Gain of 29.04%

Start SIP

MF Portfolio

Check out the summarised asset allocation along with detailed holdings of stocks in case of Equity fund.

Asset Allocation
Created with Highstock 5.0.7Slice 0.00%
Top Holdings
Top Holdings Value (Rs. Cr) Hold %
- undefined -
Sector Allocation
0

Peer Schemes

A quick glance on how the peer funds have performed along with key data.


Nippon India Taiwan Equity Fund (IDCW)
8.88
Chg 1.26 ( 16.58 )
Expense Ratio
0%
1Yr % Return
-16.42%
AUM (Rs.Cr)
335.6699
Min Inv.
500
BUY SELL
Nippon India Taiwan Equity Fund (G)
8.88
Chg 1.26 ( 16.58 )
Expense Ratio
0%
1Yr % Return
-16.42%
AUM (Rs.Cr)
335.6699
Min Inv.
500
BUY SELL
Motilal Oswal Nasdaq Q 50 ETF
64.92
Chg 6.03 ( 10.24 )
Expense Ratio
0%
1Yr % Return
9.75%
AUM (Rs.Cr)
58.9976
Min Inv.
500
BUY SELL
Motilal Oswal S&P 500 Index Fund (G)
21.14
Chg 1.92 ( 10 )
Expense Ratio
0%
1Yr % Return
11.80%
AUM (Rs.Cr)
3,840.4289
Min Inv.
500
BUY SELL
Navi US Total Stock Market Fund of Fund (G)
14.23
Chg -0.47 ( -3.23 )
Expense Ratio
0%
1Yr % Return
8.99%
AUM (Rs.Cr)
971.5379
Min Inv.
100
BUY SELL
View More
Subscribe for our
newsletter
Open Account Now