PGIM India Aggressive Hybrid Equity Fund Direct Growth

PGIM India Aggressive Hybrid Equity Fund Direct Growth

+11.59%
3Y annualised
+0.74% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 18 Mar '26
₹147.43
Min. for SIP
₹1,000
Fund size
₹206.91 Cr
Expense ratio
0.78%

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
1 year₹60,000₹62,358
+3.93%
3 years₹1,80,000₹2,21,557
+23.09%
5 years₹3,00,000₹4,18,231
+39.41%
10 years₹6,00,000₹11,12,057
+85.34%

Holdings (60)

NameSectorInstrumentsAssets
PGIM Jennison Global Equity Opportunities Fund USD I AccumulationFinancialForeign MF9.68%
GOISovereignGOI Sec6.95%
HDFC Bank Ltd.FinancialEquity6.26%
ICICI Bank Ltd.FinancialEquity6.24%
GOISovereignGOI Sec4.51%
Reliance Industries Ltd.EnergyEquity3.75%
Bharti Airtel Ltd.CommunicationEquity3.68%
Larsen & Toubro Ltd.ConstructionEquity3.52%
GOISovereignGOI Sec2.43%
Titan Company Ltd.Consumer DiscretionaryEquity2.36%
State Bank of IndiaFinancialEquity2.29%
Bajaj Finance Ltd.FinancialEquity2.02%
GOISovereignGOI Sec1.91%
Varun Beverages Ltd.Consumer StaplesEquity1.72%
GOISovereignGOI Sec1.68%
Power Grid Corporation Of India Ltd.EnergyEquity1.58%
Dixon Technologies (India) Ltd.Capital GoodsEquity1.54%
Ultratech Cement Ltd.ConstructionEquity1.47%
Persistent Systems Ltd.TechnologyEquity1.43%
Max Healthcare Institute Ltd.HealthcareEquity1.42%
ICICI Lombard General Insurance Company Ltd.InsuranceEquity1.37%
Mahindra & Mahindra Ltd.AutomobileEquity1.30%
UNO Minda Ltd.AutomobileEquity1.29%
Vishal Mega Mart Ltd.ServicesEquity1.16%
Eternal Ltd.ServicesEquity1.11%
Sai Life Sciences Ltd.HealthcareEquity1.11%
JB Chemicals & Pharmaceuticals Ltd.HealthcareEquity1.10%
Tata Steel Ltd.Metals & MiningEquity1.10%
Britannia Industries Ltd.Consumer StaplesEquity1.10%
SRF Ltd.ChemicalsEquity1.08%
LG Electronics India Ltd.Consumer DiscretionaryEquity1.07%
DOMS Industries Ltd.Consumer StaplesEquity1.02%
Clean Max Enviro Energy Solutions Ltd.EnergyEquity1.01%
Indian Railway Finance Corporation Ltd.FinancialNCD0.98%
Bharat Electronics Ltd.Capital GoodsEquity0.97%
GOISovereignGOI Sec0.95%
ICICI Prudential Asset Management Company Ltd.FinancialEquity0.93%
Ajanta Pharma Ltd.HealthcareEquity0.84%
TVS Motor Company Ltd.AutomobileEquity0.83%
Multi Commodity Exchange Of India Ltd.ServicesEquity0.81%
Solar Industries India Ltd.ChemicalsEquity0.79%
CG Power and Industrial Solutions Ltd.Capital GoodsEquity0.77%
Home First Finance Company India Ltd.FinancialEquity0.75%
Sona BLW Precision Forgings Ltd.AutomobileEquity0.74%
ITC Ltd.Consumer StaplesEquity0.71%
Sagility Ltd.ServicesEquity0.71%
Tata Consultancy Services Ltd.TechnologyEquity0.66%
Prestige Estates Projects Ltd.ConstructionEquity0.62%
PB Fintech Ltd.ServicesEquity0.58%
LTIMindtree Ltd.TechnologyEquity0.54%
United Spirits Ltd.Consumer StaplesEquity0.52%
Nestle India Ltd.Consumer StaplesEquity0.51%
GOISovereignGOI Sec0.50%
Muthoot Finance Ltd.FinancialEquity0.44%
Infosys Ltd.TechnologyEquity0.44%
GOISovereignGOI Sec0.41%
GOISovereignGOI Sec0.27%
GOISovereignGOI Sec0.24%
KFin Technologies Ltd.FinancialEquity0.08%
GOISovereignGOI Sec0.00%
See All

Minimum investments

Min. for 1st investment
₹5,000
Min. for 2nd investment
₹1,000
Min. for SIP
₹1,000

Returns and rankings

Annualised returns
Absolute returns
Name3Y5Y10YAll
Fund returns+11.6%+10.1%+10.5%+11.0%
Category average (Hybrid Aggressive Hybrid)+14.3%+13.9%+12.0%--
Rank (Hybrid Aggressive Hybrid)394026--

Exit load, stamp duty and tax

Exit load

Exit load of 0.5%, if redeemed within 90 days.

Stamp duty on investment: 0.005% (from July 1st, 2020)

from July 1st 2020

Tax implication

If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.
Check past data

Fund management

VP
Vinay Paharia
Apr 2023 - Present
View details

Education
Mr. Paharia holds a B.Com degree from Narsee Monjee College and an M.M.S. degree from Welingkar Institute of Management, Mumbai.
Experience
Prior to joining PGIM India Mutual Fund, he was associated with Union Mutual Fund, Invesco Asset Management Company, L&T Mutual Fund, K R Choksey Shares and Securities Pvt Ltd (Jan 2004-Jan 2006), First Global Stock broking Pvt. Ltd (Jun 2002-Jan 2004).

About PGIM India Aggressive Hybrid Equity Fund Direct Growth

PGIM India Aggressive Hybrid Equity Fund Direct Growth is a Hybrid Mutual Fund Scheme launched by PGIM India Mutual Fund. This scheme was made available to investors on 13 May 2010. Puneet Pal is the Current Fund Manager of PGIM India Aggressive Hybrid Equity Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹26,753 Cr and the Latest NAV as of 18 Mar 2026 is ₹147.43. The PGIM India Aggressive Hybrid Equity Fund Direct Growth is rated Very High risk. Minimum SIP Investment is set to ₹1,000. Minimum Lumpsum Investment is ₹5,000. Exit load of 0.5%, if redeemed within 90 days. ;

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.
Fund benchmarkCRISIL Hybrid 35+65 Aggressive Index

Fund house

Rank (total assets)#26 in India
Total AUM₹26,753.12 Cr
Date of Incorporation13 May 2010
Phone+91 22 6159 5441 / 42 , 1800 209 7446
E-mail--
Launch Date13 May 2010
Address7th Floor, Radhe Empire,Chandavarkar RoadBorivali (W), Mumbai Mumbai 400092
CustodianStandard Chartered Bank
Registrar & Transfer AgentKFin Tech
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,