PGIM India Aggressive Hybrid Equity Fund Wealth Plan Direct Growth
Scheme code: INF223J01325
NAV value:
₹ 30.0200
NAV date: 28 July, 2019
TER: 0.00%
Fund option: Direct
Fund type: Growth
Asset class: Hybrid
Asset category: Aggressive Hybrid Fund
Rolling returns
Summary
| Duration | Min (%) | Max (%) | Median (%) | Average return (%) | Category average return (%) |
|---|---|---|---|---|---|
| 1 year | -28.71 | 55.95 | 6.94 | 8.58 | 11.16 |
| 3 year | -5.59 | 24.80 | 10.51 | 10.97 | 16.89 |
| 5 year | 4.16 | 16.48 | 12.31 | 11.24 | 14.46 |
| 7 year | 5.68 | 13.06 | 9.79 | 9.68 | 12.61 |
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 (%) |
|---|
SIP return for 1 year
- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,44,174 - Absolute Returns: ₹44,174 - CAGR: %SIP return for 3 year
- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹41,79,616 - Absolute Returns: ₹5,79,616 - CAGR: %SIP return for 5 year
- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹78,87,462 - Absolute Returns: ₹18,87,462 - CAGR: %SIP return for 7 year
- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,21,38,135 - Absolute Returns: ₹37,38,135 - CAGR: %Drawdown Metrics
Max Drawdown
-34.61 %
Drawdown Duration
14 months
Recovery Time
29 months
Avg Drawdown
-10.11 %
Calmar Ratio by Duration
1
Y
0.2479
3
Y
0.3169
5
Y
0.3247
7
Y
0.2797