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Mutual Funds

PGIM India Aggressive Hybrid Equity Fund

PG

PGIM India Aggressive Hybrid Equity Fund

Aggressive HybridRank #26
1/5

NAV (2026-07-13)

129.72

AUM

₹205.4 Cr

Exp. Ratio: 2.47%

RISK LEVEL

Very High

Returns & Performance

1 Year-0.45%1.66% vs cat avgRank #31
3 Year8.26%2.95% vs cat avgRank #40
5 Year6.92%3.53% vs cat avgRank #41
Since Launch12.09%--

Fund vs Category Average

1Y
-0.45%-1.66%
3Y
8.26%-2.95%
5Y
6.92%-3.53%

Pros & Cons

Pros

No lock-in period

Cons

1Y returns trail category average
3Y returns below category average
5Y returns below category average
Higher expense ratio (2.47%)
1Y category rank outside top 15 (#31)
Overall rank #26 in category
ISININF663L01HC4
NAV₹129.72
NAV Date2026-07-13
AUM₹205.4 Cr
Expense Ratio2.47%
RiskVery High
Rating1 / 5
Min SIP Amount₹1000
Max SIP Amount₹999999999
Min Additional Inv.₹1000
SIP AllowedYes
Plan TypeRegular
Plan OptionGrowth
Is NFONo
Fund House Incorp.2010-05-13

INVESTMENT OBJECTIVE

The scheme aims to generate capital appreciation and income from a portfolio of equity and equity related securities as well as fixed income securities.

Exit Load0.50%
Stamp duty on investment0.005% (from July 1st, 2020)
Tax implicationsIf you redeem within one year, your returns will be taxed at 20%. For redemptions after one year, returns exceeding ₹1.25 lakh in a financial year will be taxed at 12.5%.

Vivek Sharma

Mr. Sharma is a PGDM Finance

Prior to joining PGIM India Asset Management Pvt. Ltd. - Equity Analyst and Asst. Fund Manager, he has worked with ICICI Securities Ltd. - Equity Analyst and JP Morgan Services India Pvt. Ltd.- Associate - Investment Banking.

Top Holdings

Holdings data not available for this scheme