PGIM India Hybrid Equity Fund Wealth Plan Direct Growth

Scheme code: INF223J01325 NAV value: ₹ 30.0200 NAV date: 28 July, 2019
Fund option: Direct Fund type: Growth
Asset class: Hybrid Asset category: Aggressive Hybrid Fund

Rolling returns

Summary

Duration Min (%) Max (%) Average return (%) Category average return (%)
1 year-7.159.970.4922.06
3 year4.369.457.2816.61

Rolling return for 1 year

- Average return: 0.49% - Median return: 0.34% - Average standard deviation: 2.5

Rolling return for 3 year

- Average return: 7.28% - Median return: 7.37% - Average standard deviation: 0.94

SIP rolling returns

Summary

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.
Duration Invested amount Final value Return CAGR (%)
1 year12,00,00012,02,7732,7730.24
3 year36,00,00038,38,4252,38,4252.16

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,02,773 - Absolute Returns: ₹2,773 - CAGR: 0.24%

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹38,38,425 - Absolute Returns: ₹2,38,425 - CAGR: 2.16%