Aggressive Hybridregulargrowth📊 NIFTY 50 Hybrid Composite Debt 65:35 Index(SEBI default)
PGIM India Aggressive Hybrid Equity Fund Wealth Plan- Growth Option
₹16.4800
₹0.00 (+0.00%)
NAV as of 28 Jul 2019
Returns (Lumpsum)
CAGR for periods ≥ 1 year1 Week-0.90%
1 Month-5.23%
3 Months-4.85%
6 Months-1.96%
1 Year-46.82%
3 Years (CAGR)-14.47%
5 Years (CAGR)—
10 Years (CAGR)—
Since Inception (Apr 2009)+4.99%
SIP Returns (XIRR)
₹1,000/month SIP, annualised1 Year SIP-27.99%
3 Year SIP-22.48%
5 Year SIP—
Since Inception (Apr 2009)-1.44%
Fund Details
Fund HousePGIM India Mutual Fund
CategoryAggressive Hybrid
Plan Typeregular
Optiongrowth
Min SIP₹500
Min Lumpsum₹1,000
BenchmarkNIFTY 50 Hybrid Composite Debt 65:35 Index
Launch Date27 Apr 2009
AMFI Code138383
Risk Metrics
Trailing 1 year, annualised-1.35
Sharpe Ratio
—
Alpha
—
Beta
-1.26
Sortino
9.20%
Std Dev
-11.28%
Max Drawdown
Portfolio Holdings
Holdings data not yet available for this fund.
Performance Comparison
Interested in This Fund?
Our experts will help you decide if this fund fits your goals.
Investment Objective
PGIM India Aggressive Hybrid Equity Fund Wealth Plan- Growth Option aims to generate long-term capital appreciation with moderate income by investing 65-80% in equity and 20-35% in debt instruments. This asset allocation provides equity upside with a debt cushion during market downturns.
About This Fund
PGIM India Aggressive Hybrid Equity Fund Wealth Plan- Growth Option is a Aggressive Hybrid mutual fund offered by PGIM India Mutual Fund. The fund has been operational for over 17 years. It benchmarks its performance against NIFTY 50 Hybrid Composite Debt 65:35 Index.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •SIP investors who can benefit from rupee cost averaging during market fluctuations