info

Data shown is for informational purposes only and does not constitute investment advice. TopFund is not SEBI-registered. Consult a SEBI-registered advisor before investing.

PGIM India Mutual Fund

PGIM India Aggressive Hybrid Equity Fund - Direct Plan - Growth

★★★★★ monitor_heart Health Score: 58/100 · Average

PGIM India Mutual Fund · Hybrid · Aggressive Hybrid Fund

₹155.27

-0.65 (-0.42%) trending_down

AUM: ₹203 Cr

NAV updated 19 days ago

Plan

Direct

Option

Growth

Risk

High

Expense Ratio

0.8%

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

-0.57

Std Dev (1Y)

10.14%

Historical Returns (CAGR)

Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.

1m

+3.77%

3m

+10.49%

6m

-0.83%

1y

+0.51%

3y

+10.12%

5y

+8.81%

10y

+10.4%

since inception

+10.95%

rate_review TopFund's Take on PGIM India Aggressive Hybrid Equity Fund - Direct Plan - Growth

PGIM India Aggressive Hybrid Equity Fund - Direct Plan - Growth sits in the middle of the pack for Aggressive Hybrid Fund 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 58/100.

Cost: At 0.8%, the expense ratio is meaningfully cheaper — about 18% below the Aggressive Hybrid Fund category average of 0.98% (based on 26 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 -0.57 — 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 10.14% is on the lower side, suggesting a comparatively smoother ride.

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

Equity 65.85%
GOI Securities 12.87%
Foreign Mutual Funds 11.16%
Certificate of Deposit 3.90%
CBLO 2.13%
Treasury Bills 1.71%
Central Government Loan 0.99%
Non Convertible Debenture 0.98%
Net Receivables 0.41%

Frequently Asked Questions about PGIM India Aggressive Hybrid Equity Fund - Direct Plan - Growth

* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.

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