PGIM India Hybrid Equity Fund-Monthly Dividend Option

2
Aggressive NAV 20.98 0.33 29 September, 2022
PGIM India Hybrid Equity Fund-Monthly Dividend Option was previously known as

DHFL Pramerica Balanced Advantage Fund

Fund Details

Category Aggressive
Fund Type Open Ended
Investment Plan Dividend
Launch Date 16 August, 2016
Benchmark CRISIL Hybrid 35+65 Aggressive
Asset Size(Cr) 209.19 (As on 30-06-2022)
Turn over 82.00%
Min Investment ₹ 5000
Min SIP Investment ₹ 500
Min Addl Investment ₹ 1000
Exit Load 0.5% for redemption within 90 days
Expense Ratio 2.38% (As on 31-05-2022)
Fund Manager Kunal Jain,Rahul Jagwani,Vivek Sharma

Investment Returns (As on 29 Sep, 2022)

Duration Returns Benchmark Category
1 W - -1.02% -0.42%
1 M - 2.39% 2.67%
3 M - -7.57% -6.01%
6 M - -11.33% -9.47%
1 Y - 2.07% 0.47%
2 Y 15.45% 24.48% 20.42%
3 Y - 12.85% 11.53%
5 Y -2.13% 11.55% 8.56%

Risk Mesasures (As on 29 Sep, 2022)

Std Dev Sharpe Beta Alpha
Fund 0 0 0 0
Benchmark 0 0 0 0
Returns Compare with Others
  • 1Y
  • 3Y
  • 5Y

Portfolio (As on 31 Jul, 2022)

Assets Allocation

Sector Holdings

Return Calculator

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Disclaimer: Above returns are calculated on the basis of historical NAV movement for the selected period. However, historical performance does not guarantee future returns. Investors must take investment decisions based on his/her own requirements.

Peer Comparison

Fund Name 1 Yr Rtn. 3 Yr Rtn. 5 Yr Rtn.
PGIM India Hybrid Equity Fund-Monthly Dividend Option 0% 0% -2.13%
ICICI Prudential Equity & Debt Fund - Growth 5.84% 19.86% 13.48%
SBI Equity Hybrid Fund - Regular Plan -Growth -1.27% 12.88% 11.32%
L&T Hybrid Equity Fund- Regular Plan - Growth -3.66% 11.08% 7.39%
Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth -5.09% 11.03% 6.99%
Nippon India Equity Hybrid Fund - Growth Plan 0.36% 7.66% 4.74%

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