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PGIM India Mutual Fund

PGIM India Aggressive Hybrid Equity Fund - Growth Option

★★★★★ 3rd-party

External rating

  • Source: Third-party data provider (Groww/CRISIL)
  • Original rating: 2/5, displayed as-is — TopFund does not modify third-party ratings
  • Refresh frequency: Whenever TopFund re-syncs this fund's data
  • Limitations: The provider's own rating methodology isn't disclosed here — see the provider's own site for their criteria

Full rating methodology →

TopFund Score: 53/100 · Average

How this score is calculated

  • Star rating (35%)2/5
  • 3Y CAGR (30%)9.46%
  • Expense ratio (20%)1.08%
  • AUM (15%)₹206 Cr

Not investment advice — an analytical read of public fund data. Methodology →

PGIM India Mutual Fund · Hybrid · Aggressive Hybrid

₹156.84

+27.78 (+21.52%)

AUM: ₹206 Cr

NAV updated 21 days ago

Plan

Direct

Option

Growth

Risk

High

Expense Ratio

1.08%

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

-0.66

Std Dev (1Y)

10.1%

Historical Returns (CAGR)

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

1m

-1.29%

3m

+3.41%

6m

+4.69%

1y

+0.26%

3y

+9.46%

5y

+7.55%

10y

+9.74%

since inception

+9.04%

TopFund's Take on PGIM India Aggressive Hybrid Equity Fund - Growth Option

PGIM India Aggressive Hybrid Equity Fund - Growth Option 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 53/100.

Cost: At 1.08%, the expense ratio runs 26% above the Aggressive Hybrid category average of 0.86%. That gap is worth weighing against the fund's actual performance versus cheaper peers before committing to a long SIP.

Risk-adjusted performance: Over the trailing 1-year period, the fund shows a negative Sharpe ratio of -0.66 — 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 10.1% is on the lower side for a Aggressive Hybrid fund, 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.

Sector Allocation

Asset Allocation

Equity 72.43%
GOI Securities 12.96%
CBLO 7.00%
Certificate of Deposit 3.80%
Commercial Paper 1.45%
Non Convertible Debenture 0.97%
Treasury Bills 0.70%
Net Receivables 0.69%

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

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

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