Item: PGIM India Aggresive Hybrid Equity Fund Direct Plan Growth
Rating: 2
Author: Morningstar

Home › Mutual Funds › PGIM India Mutual Fund › PGIM India Aggresive Hybrid Equity Fund Direct Plan Growth

142.590 (-1.960%)

NAV on March 27, 2026

Category Allocation:
Aggressive Allocation

Investment StyleBox

Large Growth

Interest rate sensitivity
Credit quality

Moderate Sensitivity
High Quality

Total Assets 207 cr

Turnover Ratio 35.73%

Expense Ratio 0.79%

Exit Load 0.50%if redeemed within
90 Days0.00%if redeemed after 90 Days

Returns

1M: -6.64%
1Y: -1.72%
3M: -9.67%
3Y: 10.47%
6M: -7.99%
5Y: 9.51%

Min Investment 5,000

Buy Now Start SIP

ADDITIONAL INFO

Fund Manager Vinay Paharia (Since almost 3 years) Puneet Pal (Since almost 3 years) Anandha Padmanabhan Anjeneyan (Since over 2 years) Vivek Sharma (Since almost 2 years)

ISIN INF663L01GX2

Fund Family PGIM India

P/E Ratio 13.18

P/B Ratio 4.66

Launch Date January 01, 2013

Benchmark CRISIL Hybrid 35+65 - Agg TR INR

Avg. Maturity 6.49 years

Yield To Maturity (%) 6.54%

SECTOR WEIGHTINGS (%)

Financial 28.81%

Industrial 10.39%

Technology 12.88%

Basic Materials 4.37%

Consumer Cyclical 13.73%

Utilities Services 3.38%

Healthcare Services 7.66%

Energy Services 4.88%

Communication Services 6.69%

Consumer Defensive 6.40%

Real Estate 0.80%

RISK MEASURES (3 yrs)

vs CRISIL Hybrid 35+65 - Agg TR INR

Alpha -0.85

Beta 0.95

R-Squared 80.57

Info Ratio -0.37

Tracking Err 3.83

Sortino 1.154

Sharpe 0.689

Std Dev 8.673

Risk Below Average

Top Rated
Top Performing

Top Aggressive Allocation Funds

NAME	LATEST NAV	RETURNS 1y	FUND ASSETS	EXPENSE RATIO	RISK
Bank of India Mid & Small Cap Equity & Debt Fund Direct Growth	39.870	5.25%	1,360 cr	0.70%	High
ICICI Prudential Equity & Debt Fund Direct Plan Growth	424.940	3.93%	50,205 cr	0.92%	Below Average
Edelweiss Aggressive Hybrid Direct Plan Growth Option	69.510	1.61%	3,546 cr	0.36%	Average
JM Aggressive Hybrid Fund (Direct) - Growth Option	124.507	-3.56%	735 cr	0.85%	High

Best Aggressive Allocation Funds

NAME	LATEST NAV	RETURNS 1y	FUND ASSETS	Expense RATIO	RISK
Baroda Hybrid Equity Fund Plan B (Direct) Growth Option	89.283	16.15%	374 cr	1.78%	Average
HSBC Aggressive Hybrid Fund Direct Plan Growth Option	59.707	6.34%	5,459 cr	0.82%	High
Bank of India Mid & Small Cap Equity & Debt Fund Direct Growth	39.870	5.25%	1,360 cr	0.7%	High
Kotak Aggressive Hybrid Direct Growth	69.728	4.02%	8,653 cr	0.47%	Above Average
ICICI Prudential Equity & Debt Fund Direct Plan Growth	424.940	3.93%	50,205 cr	0.92%	Below Average
Mirae Asset Aggressive Hybrid Fund -Direct Plan-Growth	36.340	3.78%	9,530 cr	0.4%	Average
Edelweiss Aggressive Hybrid Direct Plan Growth Option	69.510	1.61%	3,546 cr	0.36%	Average