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PGIM India Aggressive Hybrid Equity Fund - Direct Plan - Dividend
★★★★★ monitor_heart Health Score: 56/100 · AveragePGIM India Mutual Fund · Hybrid · Aggressive Hybrid
₹24.65
AUM: ₹205 Cr
NAV updated 15 days ago
Plan
Direct
Option
Idcw
Risk
High
Expense Ratio
0.89%
Exit Load
Exit load of 0.5%, if redeemed within 90 days.
Fund Manager
Abhisek Bahinipati, Alok Agarwal
Inception
Jan 2013
Benchmark
CRISIL Hybrid 35+65 Aggressive Index
Sharpe Ratio
-1.08
Std Dev (1Y)
14.52%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
+3.62%
3m
+6.02%
6m
+0.37%
1y
-0.33%
3y
+10.02%
5y
+8.69%
10y
+10.32%
since inception
+1.82%
rate_review TopFund's Take on PGIM India Aggressive Hybrid Equity Fund - Direct Plan - Dividend
PGIM India Aggressive Hybrid Equity Fund - Direct Plan - Dividend sits in the middle of the pack for Aggressive Hybrid funds, currently carrying a 2-star rating. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 56/100.
Cost: At 0.89%, the expense ratio is meaningfully cheaper — about 11% below the Aggressive Hybrid category average of 1.0% (based on 164 comparable funds). Lower costs compound in your favour over long holding periods.
Risk-adjusted performance: Over the trailing 1-year period, the fund shows a negative Sharpe ratio of -1.08 — over the past year, returns haven't kept pace with the volatility involved, even before accounting for the risk-free rate. Separately, annualised volatility of 14.52% is fairly typical for actively managed equity funds.
Who should invest: This fund is best suited to investors who want a single fund blending equity growth with debt-driven stability. The High risk rating means near-term volatility should be expected — this isn't a fund to check daily.
This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.
donut_small Sector Allocation
pie_chart Asset Allocation
info Fund Snapshot
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Frequently Asked Questions about PGIM India Aggressive Hybrid Equity Fund - Direct Plan - Dividend
The current NAV (Net Asset Value) of PGIM India Aggressive Hybrid Equity Fund - Direct Plan - Dividend is ₹24.65. NAV is updated every business day after market close by AMFI.
1Y: -0.33% · 3Y CAGR: 10.02% · 5Y CAGR: 8.69%
The expense ratio is 0.89% per annum — the annual fee deducted from your investment to cover fund management costs.
PGIM India Aggressive Hybrid Equity Fund - Direct Plan - Dividend is managed by Abhisek Bahinipati, Alok Agarwal at PGIM India Mutual Fund.
PGIM India Aggressive Hybrid Equity Fund - Direct Plan - Dividend is a High risk fund. Suitable for investors with a 3+ year horizon.
PGIM India Aggressive Hybrid Equity Fund - Direct Plan - Dividend is a Aggressive Hybrid fund. SIP suitability depends on your investment goal and risk profile.
The Assets Under Management (AUM) of PGIM India Aggressive Hybrid Equity Fund - Direct Plan - Dividend is ₹205 crore as of the latest data.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.