Funds

Why invest in Hybrid Funds?

Hybrid funds invest in both debt and equity instruments to achieve diversification and avoid the concentration risk. An optimum blend of the two have potential for higher returns than a regular debt fund, being less volatile as compared to pure equity funds. Hybrid funds aim to achieve wealth appreciation in the long-run and generate income in the short-run via a balanced portfolio.

Different Hybrid Funds for Different Goals

Time horizon	Some Situation where you can consider investing	Type of Scheme
3 Months+	For Arbitrage opportunities	PGIM India Arbitrage Fund: An open-ended scheme investing in arbitrage opportunities with minimum investment in equity & equity related instruments- 65% of total assets
2 Years+	Approaching long-term goals like child’s education, marriage and retirement	PGIM India Hybrid Equity Fund: An open-ended hybrid scheme provides a diversification to 3 asset classes with a minimum of 65% of total assets being invested in domestic equity and equity related instruments, up to 15% of total assets being invested in global equities, balance 20% - 35% in Debt Securities and Money Market Instruments
2 Years+	Approaching long-term goals like child’s education, marriage and retirement	PGIM India Equity Savings Fund: An open-ended scheme investing in equity, arbitrage and debt with minimum investment in equity & equity related instruments- 65% of total assets and minimum investment in debt- 10% of total assets
3 years+	Approaching long-term goals like child’s education, marriage and retirement	PGIM India Balanced Advantage Fund: An open-ended Dynamic Asset Allocation Fund that will dynamically manage the asset allocation across equity and debt based on the valuations of the equity markets so that the investors can buy low and sell high in the equity markets for long term wealth creation.

TRENDING INVESTMENT SOLUTIONS

PGIM India Equity Savings Fund

Minimum Equity allocation of 65% and minimum Debt allocation 10%

NAV as on 25 Jan 2023

40.9915

Regular Plan - Growth Option

Inception Date: 29 Jan 2004

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PGIM India Hybrid Equity Fund

Equity exposure between 65%-80%

NAV as on 25 Jan 2023

93.6300

Regular Plan - Growth Option

Inception Date: 29 Jan 2004

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PGIM India Arbitrage Fund

Minimum Equity and stock derivatives exposure of 65%

NAV as on 25 Jan 2023

15.6442

Regular Plan - Growth Option

Inception Date: 27 Aug 2014

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PGIM India Balanced Advantage Fund

Minimum Equity exposure of 65%

NAV as on 25 Jan 2023

11.5000

Regular Plan - Growth Option

Inception Date: 04 Feb 2021

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TOLL FREE NUMBER : 1800 266 7446
Email-pi.corporatecommunications@pgimindia.com
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To get NAV SMS - NAV<space><folio No> to "5607030"

Mutual fund investments are subject to market risks, read all scheme related documents carefully.

TOLL FREE : 1800 266 7446