PGIM India Diversified Equity Fund - Regular Plan - Growth Option

PGIM India Diversified Equity Fund - Regular Plan - Growth Option

Category: Equity: Multi Cap
Launch Date: 05-02-2015
Asset Class: Equity
Benchmark: S&P BSE 200 TRI
Expense Ratio: 2.41% As on (30-09-2020)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 280.11 Cr As on (30-09-2020)
Turn over: 208%
NAV as on 21-10-2020

16.0

0.05 (0.3125%)

CAGR Since Inception

8.66%

S&P BSE 200 TRI 9.26%

PERFORMANCE of PGIM India Diversified Equity Fund - Regular Plan - Growth Option

Scheme Performance (%)

Data as on - 21-10-2020

Yearly Performance (%)

Fund Managers

Aniruddha Naha

Investment Objective

The scheme seeks to generate income & capital appreciation by predominantly investing in an actively managed diversified portfolio of equity & equity related instruments including derivatives.

RETURNS CALCULATOR for PGIM India Diversified Equity Fund - Regular Plan - Growth Option

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

riskometer

Key Performance and Risk Statistics of PGIM India Diversified Equity Fund - Regular Plan - Growth Option

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
PGIM India Diversified Equity Fund - Regular Plan - Growth Option - - 0.76 1.12 - -
Equity: Multi Cap - - - - - -

PEER COMPARISION of PGIM India Diversified Equity Fund - Regular Plan - Growth Option

Period
Data as on - 21-10-2020
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
PGIM India Diversified Equity Fund - Regular Plan - Growth Option 05-02-2015 19.05 15.66 7.17 9.23 0.0
Parag Parikh Long Term Equity Fund - Regular Plan - Growth 05-05-2013 21.86 16.89 12.36 13.7 0.0
Quant Active Fund-GROWTH OPTION 21-03-2001 20.78 14.77 10.6 12.15 9.96
UTI - Equity Fund-Growth Option 05-08-2005 13.05 12.47 9.07 9.43 10.85
Canara Robeco Equity Diversified Fund - Regular Plan - Growth 16-09-2003 9.8 12.8 7.99 9.46 9.92
Union Multi Cap Fund - Growth Option 10-06-2011 7.83 10.55 5.27 6.97 0.0
Mahindra Manulife Multi Cap Badhat Yojana - Regular Plan - Growth 05-05-2017 5.63 9.93 3.17 0.0 0.0
HSBC Multi Cap Equity Fund - Growth 24-02-2004 4.48 5.15 -0.17 6.54 8.69
BARODA MULTI CAP FUND - Plan A - Growth Option 12-09-2003 4.08 7.13 0.49 5.64 5.8
Tata Multicap Fund -Regular Plan-Growth 05-08-2018 3.88 8.04 0.0 0.0 0.0

PORTFOLIO ANALYSIS of PGIM India Diversified Equity Fund - Regular Plan - Growth Option

Asset Allocation (%)