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pgim india hybrid equity fund wealth plan growth option
PGIM India Hybrid Equity Fund Wealth Plan Growth Option

PGIM India Hybrid Equity Fund Wealth Plan Growth Option

  • Very High Risk
  • Allocation
  • Aggressive Allocation
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NAV as on Jul 28, 2019
i
Price per unit of the scheme.
₹ 30.02000.00%1 Day Change
-3.35%
Minimum Investment₹5000
Expense Ratio2.33%

FUND RATING

A holistic measure of the rank of a fund relative to its peers. Top funds receive a score of 5.
2
Scheme Rating
*Morningstar Rating Methodologyi
i

RISK-O-METER

Level of risk associated with a mutual fund to help investors make informed investment decisions
 

bt_logoFUND PERFORMANCE

As On Jan 01, 2023
Compare fund’s performance against category average across different time periods


No Data Found.
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
For calculating Category Return & Scheme Ranking, only Growth & Direct schemes are considered.

bt_logoFUND COMPARISON

1M3M6M1Y3Y5Y
This Fund
PGIM India Hybrid Equity Fund Wealth Plan Growth Option
VS
Allocation: Aggressive Allocation Average NAV
    Topper in Allocation: Aggressive Allocation
    All Fund


    No Data Found.
    *For the other fund, rescaled NAVs are used
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    bt_logoRETURN CALCULATOR

    Check the return on your investment in the fund
    PGIM India Hybrid Equity Fund Wealth Plan Growth Option
    Investment Type
    Monthly Investment
    Time Period (yrs)
    Annual Return in %
    • Invested Amount
      ₹0
    • Return
      ₹0
    • Current Value
      ₹0

    bt_logoFUND SUMMARY

    Benchmark
    CRISIL Hybrid 35+65 - Agg TR INR
    Expense Ratio
    2.33%
    Category Avg Expense Ratio
    1.07%
    Minimum Investment (Lumpsum/SIP)
    ₹ 5000 /₹ 1000
    Lock In (Years)
    No Lock-in
    Fund Size
    ₹ 219.32 Cr(As on Nov, 2025)
    Inception Date
    Apr 27, 2009
    Turnover
    76.00 %
    Exit Load
    For Exits within 90 days from date of allotment of units : 0.50%. For Exits beyond 90 days from date of allotment of units : NIL

    bt_logoABOUT THE FUND

    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.

    PGIM India Hybrid Equity Fund Wealth Plan Growth Option is an Allocation - Aggressive Allocation fund. The fund was launched inApr 27, 2009. Its risk level is . The NAV of the fund as onJul 28, 2019 is ₹30.02. Its expense ratio is 2.33 %. The fund has an AUM of ₹219.32 Cr.The fund is managed byVinay Paharia,Ojasvi Khicha,Puneet Pal,Vivek Sharma,Anandha Padmanabhan Anjeneyan,Chetan Gindodia,Vivek Sharma.
    The minimum initial investment is  ₹5000 in Lumpsum mode.

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    bt_logoFUND MANAGER

    Vivek Sharma
    Vivek Sharma
    i
    Lead Fund Manager.
    May 12, 2022 - Present
    • Fund Manager Rank22Out of 33
      i
      Rank measured on the basis of consistent alpha the fund manager delivered in the same category over a period of three years (factors only Direct plan, Growth option)
    • Schemes managed17
    • Total AUM₹ 69,794.24 Cr
    • Highest Return In 1 Yr8.21 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    Nippon India Nifty G-Sec Jun 2036 Maturity Index Fund Direct Growth
    --
    ₹ 12.85
    0.08%
    -%
    Moderate Risk
    ₹883.64Cr
    Nippon India Short Term Fund - Direct Plan - Growth Plan
    ₹ 59.43
    0.27%
    0.20%
    Moderate Risk
    ₹9,723.46Cr
    Nippon India Ultra Short Duration Fund Direct Growth Option
    ₹ 4,617.84
    0.46%
    0.35%
    Moderate Risk
    ₹11,059.57Cr
    Nippon India Nifty G-Sec Jun 2036 Maturity Index Fund Direct Growth
    Moderate Risk--
    • NAV₹ 12.85
    • Fund Size₹883.64Cr
    Fund Return0.08%
    Category Return--
    Nippon India Short Term Fund - Direct Plan - Growth Plan
    Moderate Risk
    • NAV₹ 59.43
    • Fund Size₹9,723.46Cr
    Fund Return0.27%
    Category Return0.20%
    Nippon India Ultra Short Duration Fund Direct Growth Option
    Moderate Risk
    • NAV₹ 4,617.84
    • Fund Size₹11,059.57Cr
    Fund Return0.46%
    Category Return0.35%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Vinay Paharia
    Vinay Paharia
    i
    Lead Fund Manager.
    Apr 1, 2023 - Present
    • Schemes managed8
    • Total AUM₹ 22,149.32 Cr
    • Highest Return In 1 Yr7.76 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    PGIM India Balanced Advantage Fund Direct Growth
    --
    ₹ 16.65
    -1.71%
    -1.38%
    Very High Risk
    ₹948.61Cr
    PGIM India Large Cap Fund Direct Plan Growth
    ₹ 407.83
    -2.82%
    -2.01%
    Very High Risk
    ₹604.89Cr
    PGIM India Midcap Opportunities Fund Direct Growth
    ₹ 73.18
    -2.52%
    -2.59%
    Very High Risk
    ₹11,527.48Cr
    PGIM India Balanced Advantage Fund Direct Growth
    Very High Risk--
    • NAV₹ 16.65
    • Fund Size₹948.61Cr
    Fund Return-1.71%
    Category Return-1.38%
    PGIM India Large Cap Fund Direct Plan Growth
    Very High Risk
    • NAV₹ 407.83
    • Fund Size₹604.89Cr
    Fund Return-2.82%
    Category Return-2.01%
    PGIM India Midcap Opportunities Fund Direct Growth
    Very High Risk
    • NAV₹ 73.18
    • Fund Size₹11,527.48Cr
    Fund Return-2.52%
    Category Return-2.59%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Ojasvi Khicha
    Ojasvi Khicha
    i
    Lead Fund Manager.
    Apr 1, 2023 - Present
    • Schemes managed13
    • Total AUM₹ 25,172.95 Cr
    • Highest Return In 1 Yr26.33 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    PGIM India Large Cap Fund Direct Plan Growth
    ₹ 407.83
    -2.82%
    -2.01%
    Very High Risk
    ₹604.89Cr
    PGIM India Balanced Advantage Fund Direct Growth
    --
    ₹ 16.65
    -1.71%
    -1.38%
    Very High Risk
    ₹948.61Cr
    PGIM India Ultra Short Duration Fund Direct Plan Growth
    ₹ 36.89
    0.38%
    0.35%
    Low to Moderate Risk
    ₹174.71Cr
    PGIM India Large Cap Fund Direct Plan Growth
    Very High Risk
    • NAV₹ 407.83
    • Fund Size₹604.89Cr
    Fund Return-2.82%
    Category Return-2.01%
    PGIM India Balanced Advantage Fund Direct Growth
    Very High Risk--
    • NAV₹ 16.65
    • Fund Size₹948.61Cr
    Fund Return-1.71%
    Category Return-1.38%
    PGIM India Ultra Short Duration Fund Direct Plan Growth
    Low to Moderate Risk
    • NAV₹ 36.89
    • Fund Size₹174.71Cr
    Fund Return0.38%
    Category Return0.35%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Puneet Pal
    Puneet Pal
    i
    Lead Fund Manager.
    Apr 1, 2023 - Present
    • Schemes managed19
    • Total AUM₹ 22,260.04 Cr
    • Highest Return In 1 Yr7.63 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    PGIM India Overnight Fund Direct Growth
    --
    ₹ 1,379.12
    0.43%
    -%
    Low Risk
    ₹38.42Cr
    PGIM India Credit Risk Fund Segregated Plan 1 Direct Plan Growth
    --
    --
    -%
    -%
    Low to Moderate Risk
    ₹0.00Cr
    PGIM India Balanced Advantage Fund Direct Growth
    --
    ₹ 16.65
    -1.71%
    -1.38%
    Very High Risk
    ₹948.61Cr
    PGIM India Overnight Fund Direct Growth
    Low Risk--
    • NAV₹ 1,379.12
    • Fund Size₹38.42Cr
    Fund Return0.43%
    Category Return--
    PGIM India Credit Risk Fund Segregated Plan 1 Direct Plan Growth
    Low to Moderate Risk--
    • NAV--
    • Fund Size₹0.00Cr
    Fund Return--
    Category Return--
    PGIM India Balanced Advantage Fund Direct Growth
    Very High Risk--
    • NAV₹ 16.65
    • Fund Size₹948.61Cr
    Fund Return-1.71%
    Category Return-1.38%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Anandha Padmanabhan Anjeneyan
    Anandha Padmanabhan Anjeneyan
    i
    Lead Fund Manager.
    Aug 19, 2023 - Present
    • Schemes managed10
    • Total AUM₹ 18,391.43 Cr
    • Highest Return In 1 Yr26.33 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    PGIM India Balanced Advantage Fund Direct Growth
    --
    ₹ 16.65
    -1.71%
    -1.38%
    Very High Risk
    ₹948.61Cr
    PGIM India Small Cap Fund Direct Growth
    --
    ₹ 16.71
    -3.30%
    -3.75%
    Very High Risk
    ₹1,597.59Cr
    PGIM India ELSS Tax Saver Fund Dir Gr
    ₹ 39.37
    -2.62%
    -2.62%
    Very High Risk
    ₹783.90Cr
    PGIM India Balanced Advantage Fund Direct Growth
    Very High Risk--
    • NAV₹ 16.65
    • Fund Size₹948.61Cr
    Fund Return-1.71%
    Category Return-1.38%
    PGIM India Small Cap Fund Direct Growth
    Very High Risk--
    • NAV₹ 16.71
    • Fund Size₹1,597.59Cr
    Fund Return-3.30%
    Category Return-3.75%
    PGIM India ELSS Tax Saver Fund Dir Gr
    Very High Risk
    • NAV₹ 39.37
    • Fund Size₹783.90Cr
    Fund Return-2.62%
    Category Return-2.62%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Chetan Gindodia
    Chetan Gindodia
    i
    Lead Fund Manager.
    Mar 29, 2024 - Present
    • Schemes managed7
    • Total AUM₹ 11,807.84 Cr
    • Highest Return In 1 Yr26.33 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    PGIM India Emerging Markets Equity Fund Direct Plan Growth
    --
    ₹ 22.79
    2.43%
    -%
    Very High Risk
    ₹977.79Cr
    PGIM India Global Select Real Estate Securities FoF Direct Growth
    --
    ₹ 12.61
    5.70%
    -%
    Very High Risk
    ₹51.69Cr
    PGIM India Flexi Cap Fund Direct Growth
    ₹ 42.51
    -2.52%
    -2.49%
    Very High Risk
    ₹6,400.11Cr
    PGIM India Emerging Markets Equity Fund Direct Plan Growth
    Very High Risk--
    • NAV₹ 22.79
    • Fund Size₹977.79Cr
    Fund Return2.43%
    Category Return--
    PGIM India Global Select Real Estate Securities FoF Direct Growth
    Very High Risk--
    • NAV₹ 12.61
    • Fund Size₹51.69Cr
    Fund Return5.70%
    Category Return--
    PGIM India Flexi Cap Fund Direct Growth
    Very High Risk
    • NAV₹ 42.51
    • Fund Size₹6,400.11Cr
    Fund Return-2.52%
    Category Return-2.49%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Vivek Sharma
    Vivek Sharma
    i
    Lead Fund Manager.
    Apr 15, 2024 - Present
    • Schemes managed10
    • Total AUM₹ 23,842.93 Cr
    • Highest Return In 1 Yr26.33 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    PGIM India Small Cap Fund Direct Growth
    --
    ₹ 16.71
    -3.30%
    -3.75%
    Very High Risk
    ₹1,597.59Cr
    PGIM India Midcap Opportunities Fund Direct Growth
    ₹ 73.18
    -2.52%
    -2.59%
    Very High Risk
    ₹11,527.48Cr
    PGIM India ELSS Tax Saver Fund Dir Gr
    ₹ 39.37
    -2.62%
    -2.62%
    Very High Risk
    ₹783.90Cr
    PGIM India Small Cap Fund Direct Growth
    Very High Risk--
    • NAV₹ 16.71
    • Fund Size₹1,597.59Cr
    Fund Return-3.30%
    Category Return-3.75%
    PGIM India Midcap Opportunities Fund Direct Growth
    Very High Risk
    • NAV₹ 73.18
    • Fund Size₹11,527.48Cr
    Fund Return-2.52%
    Category Return-2.59%
    PGIM India ELSS Tax Saver Fund Dir Gr
    Very High Risk
    • NAV₹ 39.37
    • Fund Size₹783.90Cr
    Fund Return-2.62%
    Category Return-2.62%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoDETAILED PORTFOLIO

    As on Dec, 2025
    EQUITY (77.37%)
    DEBT (20.01%)
    CASH (2.62%)
    Allocation by Market Cap
    Large Cap(50.96%)
    Mid Cap(12.37%)
    Small Cap(4.53%)
    Industry Holdings
    • Banks Regional19.03%
    • Oil Gas Refining Marketing6.89%
    • Information Technology Services6.29%
    • Telecom Services6.07%
    • Consumer Electronics4.77%
    • Credit Services4.50%
    Stock Holdings
    • HDFC Bank Ltd7.73%
    • ICICI Bank Ltd6.78%
    • Reliance Industries Ltd5.33%
    • Bharti Airtel Ltd4.70%
    • Larsen & Toubro Ltd2.26%
    • Dixon Technologies (India) Ltd2.20%

    bt_logoPERFORMANCE MEASURES

    Fund evaluation across critical parameters for better decision making. Study period is 3 years.
    • Consistency
      i
      It represents the consistency of a fund in beating its benchmark.
      ----
    • Downside Risk
      i
      Measured by Maximum Drawdown which shows the maximum loss from a peak to a nadir over a specified time period
      ----
    • Risk Adjusted Return
      i
      Risk adjusted return represents the return generated after factoring the risk taken to achieve it.
      ----
    • Volatility
      i
      Volatility represents the standard deviation of fund returns that is, how much the fund returns have deviated from the average.
      ----
    • Upside Capture Ratio
      i
      Fund performance relative to the index when the market is up. An upside capture ratio of >100 indicates better fund performance.
      ----
    • Downside Capture Ratio
      i
      Fund performance relative to the index when the market is down. A downside capture ratio of <100 indicates better fund performance.
      ----

    bt_logoHISTORICAL RISK MEASURES

    Statistical measures to evaluate mutual fund risk. All ratios are calculated for a three-year time duration.
    • Alpha: Excess return of the fund over benchmark
      i
      Any Alpha above zero is considered good. However, for comparison, a fund with a higher Alpha is considered better. Alpha is normally used in conjunction with Beta. If the Beta is high, it implies that the fund manager took a high risk to generate Alpha.
      -4.15
      This Fund
      VS
      0.88
      Category Avg
    • R-Squared: How well the fund tracks benchmark
      i
      R-Squared measures the correlation of fund returns and its benchmark returns. It varies between 0 and 1. The metric, Beta makes no sense if R-Squared is equal to zero. Thus, both Beta and R-Squared should be used in conjunction. A fund with a high R-Squared and low Beta is considered a less risky fund.
      87.68
      This Fund
      VS
      86.87
      Category Avg
    • Beta: Risk of the fund in relation to benchmark
      i
      Beta >1 indicates that the fund is more volatile than its benchmark while Beta < 1 indicates that the fund is less volatile than its benchmark. The Beta of the benchmark is equal to 1.
      0.96
      This Fund
      VS
      1.10
      Category Avg
    • Sharpe Ratio: Risk adjusted return of the fund
      i
      Sharpe Ratio is a measure of return per unit of risk. A higher Sharpe ratio indicates better risk adjusted return given by the fund.
      0.08
      This Fund
      VS
      0.80
      Category Avg
    • Sortino Ratio: Return per unit of bad risk
      i
      A variation of Sharpe ratio, Sortino considers only the downside risk. Unlike Sharpe ratio which considers both good risk and bad risk, Sortino factors only the bad risk. A high Sortino ratio indicates better return for each unit of downside risk.
      0.12
      This Fund
      VS
      1.31
      Category Avg
    • Standard Devation: Volatility of the fund
      i
      Standard deviation is a measure of dispersion of fund returns from its average return. A fund with a higher Standard deviation is more volatile than a fund with a low standard deviation.
      8.61
      This Fund
      VS
      9.91
      Category Avg
    Benchmark used in calculation : S&P BSE 500 India TR INR

    bt_logoPEER ANALYSIS

    1M
    3M
    6M
    1Y
    3Y
    5Y
    • card
    • table
    Fund NameMorningstar RatingNAV Fund Return Category ReturnRisk Fund Size
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoTOP FUNDS FROM THIS AMC

    1M
    3M
    6M
    1Y
    3Y
    5Y
    • card
    • table
    Fund NameMorningstar RatingNAV Fund Return Category Return Risk Fund Size (Cr)
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoABOUT THE AMC

    company icon
    PGIM India Asset Management Private Limited
    PGIM India Asset Management Private Limited manages assets worth ₹ 27,908.36 crores. It’s current offering of mutual fund schemes includes 12 equity, 14 debt and 5 hybrid schemes.
    phone icon
    Phone
    +91 22 61593000
    mail icon
    Email
    care@pgimindia.co.in
    aum
    AUM
    ₹ 27,908.36 Cr (
    As on Dec 31, 2025
    )
    location
    Address
    Nirlon House, 2nd Floor, Mumbai,400 030

    bt_logoFAQ's

    What is the category of PGIM India Hybrid Equity Fund Wealth Plan Growth Option ?
    The category of PGIM India Hybrid Equity Fund Wealth Plan Growth Option is Allocation - Aggressive Allocation
    What is the current NAV of PGIM India Hybrid Equity Fund Wealth Plan Growth Option ?
    The current NAV of PGIM India Hybrid Equity Fund Wealth Plan Growth Option as on Jul 28, 2019 is ₹30.02
    How safe is PGIM India Hybrid Equity Fund Wealth Plan Growth Option ?
    The risk level of PGIM India Hybrid Equity Fund Wealth Plan Growth Option is Very High.
    What are short term returns given by PGIM India Hybrid Equity Fund Wealth Plan Growth Option ?
    The return given by PGIM India Hybrid Equity Fund Wealth Plan Growth Option in 1 month is -3.35%, 3 months is -2.94%, 6 months is 2.74%, and 1 year is -3.13%
    What are the long term returns given by PGIM India Hybrid Equity Fund Wealth Plan Growth Option ?
    The return given by PGIM India Hybrid Equity Fund Wealth Plan Growth Option in 3 years is 4.46% and 5 years is 6.25%.
    What is the expense ratio of PGIM India Hybrid Equity Fund Wealth Plan Growth Option ?
    The expense ratio of PGIM India Hybrid Equity Fund Wealth Plan Growth Option is 2.33%
    What is the AUM of PGIM India Hybrid Equity Fund Wealth Plan Growth Option ?
    The assets under Management (AUM) of PGIM India Hybrid Equity Fund Wealth Plan Growth Option is Rs 219.32 crores.
    What is the minimum investment in PGIM India Hybrid Equity Fund Wealth Plan Growth Option ?
    The minimum Lumpsum investment in PGIM India Hybrid Equity Fund Wealth Plan Growth Option is ₹5,000.00 and the minimum SIP investment in PGIM India Hybrid Equity Fund Wealth Plan Growth Option is ₹1,000.00
    What is the asset allocation of PGIM India Hybrid Equity Fund Wealth Plan Growth Option?
    PGIM India Hybrid Equity Fund Wealth Plan Growth Option has an exposure of 77.37% in Equity, 20.01% in Debt and 2.62% in Cash & Money Market Securities

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