PGIM India Aggresive Hybrid Equity Fund Growth Option
- Aggressive Allocation
- Hybrid
- High Risk
Rating:
1
Key Metrics
Aum
₹205.40 Cr
Expense Ratio
2.50%
Exit Load
0.50%
Min. Investment
₹5,000.00
Min. SIP
₹1000.00
Launch Date
29 Jan 2004
CAGR Returns
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | +0.76% | -- |
| 3 Months | +2.78% | -- |
| 6 Months | +1.11% | -- |
| 1 Year | +1.77% | +1.77% |
| 2 Years | -- | +3.53% |
| 3 Years | +27.35% | +8.39% |
| 5 Years | +39.33% | +6.86% |
| Since Launch | +1210.4% | +12.1% |
Holdings as on 12 Aug 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| PGIM Jennison Global Eq Opps USD I Acc | 19.44 | 9.46 |
| ICICI Bank | 12.89 | 6.27 |
| HDFC Bank | 11.65 | 5.67 |
| 7.26% Govt Stock 2032 | 9.30 | 4.53 |
| Axis Bank Ltd | 7.79 | 3.79 |
| Bharti Airtel | 7.52 | 3.66 |
| Reliance Industries | 7.22 | 3.51 |
| Larsen & Toubro Ltd | 6.32 | 3.08 |
| Clearing Corporation Of India Ltd. | 6.09 | 2.96 |
| 7.1% Govt Stock 2034 | 5.12 | 2.49 |
Morning Star Rating
Rating:
1
Risk
Return
Risk & Volitility
0.18
Sharpe Ratio
10.77%
Std. Deviation
4.65%
Tracking Error
-3.20%
Alpha
1.12
Beta
Peer Comparison
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| JM Aggressive Hybrid Fund Growth | +3.91% | +13.33% | +13.39% |
| Navi Aggressive Hybrid Fund Regular Growth | +12% | +11.51% | +10.93% |
| LIC MF Aggressive Hybrid Fund Growth | +4.8% | +11.14% | +8.84% |
| PGIM India Aggresive Hybrid Equity Fund Growth Option | +1.77% | +8.39% | +6.86% |
| Groww Aggressive Hybrid Fund Regular Growth | +1.71% | +9.34% | +8.63% |
Results are calculated on CAGR basis
About Fund
The investment objective of the scheme is to seek to generate long term capital appreciation and income from a portfolio of equity and equity related securities as well as fixed income securities.
The PGIM India Aggresive Hybrid Equity Fund Growth Option has an AUM of 205.40 crores & has delivered CAGR of 6.86 in the last 5 years. The fund has an exit load of 0.50% and an expense ratio of 2.50%. The minimum investment in PGIM India Aggresive Hybrid Equity Fund Growth Option is Rs 5000 and the minimum SIP is Rs 1000.
As per morningstar the risk & return rating of the fund are Medium & Moderate respectively.
The fund has a present cash holding of %. The top holdings of the fund include PGIM Jennison Global Eq Opps USD I Acc, ICICI Bank, HDFC Bank, 7.26% Govt Stock 2032.
The major sectors where the fund is invested are Regional Banks, Consumer Financial Services, Communications Services, Biotechnology & Drugs.
Some of the similar funds are JM Aggressive Hybrid Fund Growth, Navi Aggressive Hybrid Fund Regular Growth, LIC MF Aggressive Hybrid Fund Growth, PGIM India Aggresive Hybrid Equity Fund Growth Option, Groww Aggressive Hybrid Fund Regular Growth. PGIM India Aggresive Hybrid Equity Fund Growth Option has a sharpe ratio of 0.18 & a standard deviation of 10.77%.
FAQs
According to the morning star rating PGIM India Aggresive Hybrid Equity Fund Growth Option has a Medium risk & Moderate return.
PGIM India Aggresive Hybrid Equity Fund Growth Option is managed by Vinay Paharia,Puneet Pal,Anandha Padmanabhan Anjeneyan,Vivek Sharma.
The expense ratio of PGIM India Aggresive Hybrid Equity Fund Growth Option is 2.50%.
The 5 year annualized return on PGIM India Aggresive Hybrid Equity Fund Growth Option is 6.86% & it has generated 1.77% in the last 1 year.
The minimum investment in PGIM India Aggresive Hybrid Equity Fund Growth Option is 5000 Rs.
PGIM India Aggresive Hybrid Equity Fund Growth Option has an AUM of 205.40 crores.
Wait for it…
Oops! Looks like you have exceeded the limit to bookmark the image. Remove some to bookmark this image.