NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund

INVEST VIA NRE/NRO

PGIM India Hybrid Equity Fund Growth Option for NRI [128.97]

Min Investment

5,000

Fund Size

208.76 Cr

Expense Ratio

2.3%

Exit Load

0.5%

SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671

128.97

0.16%

NAV as on 08 Dec 24, 12:00 AM

very high risk

aggressive allocation

equity

NAV as on 08 Dec 24, 12:00 AM

very high risk

aggressive allocation

equity

20.31%p.a.

Last 1Y

10.27%p.a.

Last 3Y

12.82%p.a.

Last 5Y

12.90%p.a.

Since Inception

About PGIM India Hybrid Equity Fund Growth Option for NRIs

NRIs can achieve long-term capital appreciation by investing in the PGIM India Hybrid Equity Fund Growth Option scheme from PGIM India Asset Management Private Limited. It is a Aggressive Allocation mutual fund scheme that predominantly invests in Aggressive Allocation stocks of companies. Launched on Jan 2004, PGIM India Hybrid Equity Fund Growth Option is Aggressive Allocation fund of its category with 208.76 Cr fund under management as on Dec 2024. The expense ratio of this fund is less than that of most other Fund category Aggressive Allocation funds.

  • PGIM India Hybrid Equity Fund Growth Option delivered 20.3% annual returns during the last year. It has delivered 12.9% average annual returns since the fund was launched.
  • PGIM India Hybrid Equity Fund Growth Option scheme tends to consistently deliver higher returns than most schemes in the same category.
  • The scheme has predominantly invested in equity

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.

Top 10 Holdings

PGIM Jennison Global Eq Opps USD I Acc

10.92%

HDFC Bank Ltd

7.17%

ICICI Bank Ltd

6.92%

Reliance Industries Ltd

4.52%

7.26% Govt Stock 2032

4.42%

Tata Consultancy Services Ltd

4.31%

7.3% Govt Stock 2053

3.99%

Bharti Airtel Ltd

3.33%

Dixon Technologies (India) Ltd

3.01%

7.26% Govt Stock 2033

2.85%

Fund Managers

  1. Vinay Paharia (Apr 2023 - Present)
  2. Puneet Pal (Apr 2023 - Present)
  3. Anandha Padmanabhan Anjeneyan (Aug 2023 - Present)
  4. Chetan Gindodia (Mar 2024 - Present)
  5. Vivek Sharma (Apr 2024 - Present)

Key Information

View Scheme Document

PGIM India Hybrid Equity Fund Growth Option SIP Calculator

If invested

5,000

per month

For a period of

Investment of 0 could have been

0(+0.0%)

0 (+0.0%)

This Fund

0 (+0.0%)

Fixed Deposit

NRI Mutual Fund Tax on PGIM India Hybrid Equity Fund Growth Option

Just like for resident investors, capital gains from mutual fund investments are subject to income tax for NRI investors.

Fund TypeShort-term Capital Gains (STCG) TaxLong-term Capital Gains (LTCG) Tax
Equity mutual funds15%10% (above Rs. 1 lakh LTCG) without indexation*
Debt & other types of fundsAt tax slab rate20% with indexation benefits

How can NRIs invest in PGIM India Hybrid Equity Fund Growth Option?

NRIs and OCIs can download the SBNRI app to invest in mutual funds from the country of their residence. Here are a few simple steps you need to take:

  • Complete your NRI KYC: Type in your personal details and attach supporting documents, like:
  • PAN Number
  • Overseas address proof: Any of – Water/electricity bill, postpaid mobile/internet bill, rent agreement, driving license, etc.
  • Passport – front and back
  • Passport size photograph
  • signature

If all details are correct, your KYC will be approved within 7 to 8 business days.

  • Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing in PGIM India Hybrid Equity Fund Growth Option
  • Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing:
  • City and country of birth
  • NRE/NRO bank account statement/ canceled cheque for the latest 3 months
  • Nominee details

Frequently Asked Questions