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 Aggressive Hybrid Equity Fund-Monthly Dividend 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
TopFund Score: 53/100 · Average
How this score is calculated
- Star rating (35%)2/5
- 3Y CAGR (30%)9.68%
- Expense ratio (20%)1.09%
- AUM (15%)₹204 Cr
Not investment advice — an analytical read of public fund data. Methodology →
PGIM India Mutual Fund · Hybrid · Aggressive Hybrid
₹155.62
AUM: ₹204 Cr
NAV updated 4 days ago
Plan
Direct
Option
Idcw
Risk
High
Expense Ratio
1.09%
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
-1.51
Std Dev (1Y)
10.37%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
-1.71%
3m
+0.21%
6m
+9.81%
1y
-1.57%
3y
+9.68%
5y
+7.01%
10y
+9.58%
since inception
-0.88%
TopFund's Take on PGIM India Aggressive Hybrid Equity Fund-Monthly Dividend Option
PGIM India Aggressive Hybrid Equity Fund-Monthly Dividend 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 1.09%, the expense ratio runs 25% above the Aggressive Hybrid category average of 0.87%. 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 -1.51 — 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 10.37% 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
Fund Snapshot
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Tools & Guides for This Fund
Frequently Asked Questions about PGIM India Aggressive Hybrid Equity Fund-Monthly Dividend Option
The current NAV (Net Asset Value) of PGIM India Aggressive Hybrid Equity Fund-Monthly Dividend Option is ₹155.62. NAV is updated every business day after market close by AMFI.
1Y: -1.57% · 3Y CAGR: 9.68% · 5Y CAGR: 7.01%
The expense ratio of PGIM India Aggressive Hybrid Equity Fund-Monthly Dividend Option is 1.09% per annum. This is the annual fee charged by the fund to manage your investment.
PGIM India Aggressive Hybrid Equity Fund-Monthly Dividend Option is managed by Abhisek Bahinipati, Alok Agarwal at PGIM India Mutual Fund.
PGIM India Aggressive Hybrid Equity Fund-Monthly Dividend Option is classified as a High risk fund. It is suitable for investors with a long-term horizon of 3+ years.
PGIM India Aggressive Hybrid Equity Fund-Monthly Dividend Option is a Aggressive Hybrid fund. SIP suitability depends on your investment goal and risk profile.
You can start a SIP in PGIM India Aggressive Hybrid Equity Fund-Monthly Dividend Option with as little as ₹500 per month through most mutual fund platforms. The minimum lump sum investment is typically ₹1,000.
The Assets Under Management (AUM) of PGIM India Aggressive Hybrid Equity Fund-Monthly Dividend Option is ₹204 crore. AUM indicates the total market value of assets managed by the fund.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.
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