NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund
SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671
₹115.45
0.66%
NAV as on 29 Apr 24, 12:00 AM
very high risk
aggressive allocation
equity
NAV as on 29 Apr 24, 12:00 AM
very high risk
aggressive allocation
equity
21.13%p.a.
Last 1Y
10.45%p.a.
Last 3Y
11.01%p.a.
Last 5Y
12.78%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 208.42 Cr fund under management as on Apr 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 21.1% annual returns during the last year. It has delivered 12.8% 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
10.28%
ICICI Bank Ltd
5.85%
HDFC Bank Ltd
5.16%
Reliance Industries Ltd
4.60%
7.26% Govt Stock 2032
4.36%
5.63% Govt Stock 2026
3.97%
7.38% Govt Stock 2027
3.15%
Bharti Airtel Ltd
2.99%
7.26% Govt Stock 2033
2.81%
Larsen & Toubro Ltd
2.71%
Fund Managers
- Vinay Paharia (Apr 2023 - Present)
- Puneet Pal (Apr 2023 - Present)
- Anandha Padmanabhan Anjeneyan (Aug 2023 - Present)
- Chetan Gindodia (Mar 2024 - Present)
- Vivek Sharma (Apr 2024 - Present)
Key Information
View Scheme Document
PGIM India Hybrid Equity Fund Growth Option SIP Calculator
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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 Type | Short-term Capital Gains (STCG) Tax | Long-term Capital Gains (LTCG) Tax |
|---|---|---|
| Equity mutual funds | 15% | 10% (above Rs. 1 lakh LTCG) without indexation* |
| Debt & other types of funds | At tax slab rate | 20% 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
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14.1%
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very high risk | equity
25.9%
HDFC Hybrid Equity Fund Growth
very high risk | hybrid (nc)
16.4%
Frequently Asked Questions
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