PGIM India Hybrid Equity Fund - Direct Plan - Annual Dividend Option
Combines equity and debt in one fund. Aims for a smoother ride than pure equity funds. From PGIM India Mutual Fund. It's been running since 22 Mar 2018.
What ₹1 lakh would have become
Based on past returnsThese are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.
Play with a monthly investment
Slide the amount and switch the duration. Left column uses real past prices. Right column projects forward using this fund's historical rate — a calculation, not a prediction.
Vs 56 other funds in Hybrid Scheme - Aggressive Hybrid Fund
Descriptive rankings within the same category and plan. Not a recommendation — one fund beating another historically does not mean it will continue to do so.
Year by year
Calendar-year returns. 4 of last 4 years were positive.
Price over time
How the per-unit price has moved. Tap a range to zoom in.
Bumpiness & worst drops
The value swings roughly 18% up or down in a typical year. Finance-speak calls this volatility.
A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.
Similar funds you might want to look at
Same category, same plan, sorted by 3-year return. Not recommendations — just neighbours.
Head-to-head comparisons
Side-by-side comparisons of PGIM India Hybrid Equity Fund - Direct Plan - Annual Dividend Option against other hybrid funds.
Technical details (for the pros)
Fund info
- Fund house
- PGIM India Mutual Fund
- Category
- Hybrid Scheme - Aggressive Hybrid Fund
- Plan
- Direct
- Option
- Dividend
- ISIN (Growth)
- —
- ISIN (Div re-invest)
- —
- Fund code
- 142422
- First price on record
- 22 Mar 2018 · 495 daily prices
About PGIM India Hybrid Equity Fund - Direct Plan - Annual Dividend Option
PGIM India Hybrid Equity Fund - Direct Plan - Annual Dividend Option is a Hybrid Scheme - Aggressive Hybrid Fund offered by PGIM India Mutual Fund under the Direct plan with the Dividend option. It has approximately 9 years of NAV track record. The fund falls in the hybrid category — Combines equity and debt in one fund. Aims for a smoother ride than pure equity funds.
The current NAV of PGIM India Hybrid Equity Fund - Direct Plan - Annual Dividend Option is ₹13.2700 (as of 5 Mar 2021). Historically, it has delivered 25.31% over the last year. Returns are historical and don't predict future performance.
Over the last three years, the fund's prices have moved with 17.9% annualised volatility — a "high" level of bumpiness; its deepest peak-to-trough fall on record was 31.2%. Being mentally prepared for drawdowns of this size is what separates long-term investors from reactive traders.
Frequently asked
What is the latest NAV of PGIM India Hybrid Equity Fund - Direct Plan - Annual Dividend Option?+
The latest NAV of PGIM India Hybrid Equity Fund - Direct Plan - Annual Dividend Option is ₹13.2700 as of 5 Mar 2021, down 0.82% from the previous day. NAV is updated once a business day after the market close.
What are the returns of PGIM India Hybrid Equity Fund - Direct Plan - Annual Dividend Option?+
PGIM India Hybrid Equity Fund - Direct Plan - Annual Dividend Option has delivered 1-year return 25.31%, since-inception CAGR 10.16%. Returns are historical and don't predict future performance — markets move in cycles.
What category does PGIM India Hybrid Equity Fund - Direct Plan - Annual Dividend Option belong to?+
PGIM India Hybrid Equity Fund - Direct Plan - Annual Dividend Option is categorised as Hybrid Scheme - Aggressive Hybrid Fund. Combines equity and debt in one fund. Aims for a smoother ride than pure equity funds.
How risky is PGIM India Hybrid Equity Fund - Direct Plan - Annual Dividend Option?+
Based on its 3-year annualised volatility of 17.9%, PGIM India Hybrid Equity Fund - Direct Plan - Annual Dividend Option sits in the "high" risk bucket. Volatility measures how much prices swing — higher means bigger ups and downs along the way.
Is PGIM India Hybrid Equity Fund - Direct Plan - Annual Dividend Option a direct plan?+
PGIM India Hybrid Equity Fund - Direct Plan - Annual Dividend Option is a Direct plan (no distributor commission — lower expense ratio) with the IDCW option (periodic distributions, taxable at your slab rate).
How old is PGIM India Hybrid Equity Fund - Direct Plan - Annual Dividend Option?+
PGIM India Hybrid Equity Fund - Direct Plan - Annual Dividend Option has NAV history available from 22 Mar 2018 — approximately 9 years of track record and 495 daily NAV observations.
Numbers are computed from stored daily prices from mfapi.in/AMFI. This is descriptive analytics, not investment advice. Past performance is not indicative of future returns.