Mutual Funds
AMC
PGIM India Aggressive Hybrid Equity Fund (G)

PGIM India Aggressive Hybrid Equity Fund (G)

Aggressive Hybrid Fund

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NAV
130.39(-0.80%)
Fund Size (CR)
₹216.84
Expense Ratio
2.33
Scheme Type
Active Fund
Value Research

Min. investment
₹5,000
Minimum Additional Investment
₹1,000
Minimum SIP Investment
₹1,000
Minimum Withdrawal
₹1,000
Exit Load
1% of applicable Net Asset Value - If the amount sought to be redeemed or switch out is invested for a period of up to 3 months from the date of allotment Nil - If the amount, sought to be redeemed or switch out is invested for a period of more than 3 months from the date of allotment
0.5%
Return Since Launch
12.67%

Absolute Return: 2.00%

Annualized Return: 0%

Basic Details

Scheme Manager

Anandha Padmanabhan Anjen

Bench Mark

CRISIL Hybrid 35+65 - Aggressive Index

Type

OPEN

Lumpsum Returns

Period Invested For	₹10,000 Invested on	Latest Value	Absolute Returns	Annualised Returns	Category Avg	Rank within Category
1 Week	14 August 2025	10103.16	1.03%	-	0.61%	34/199
1 Month	22 July 2025	10002.29	0.02%	-	0.19%	109/199
3 Month	22 May 2025	10286.90	2.87%	-	1.89%	50/199
6 Month	21 February 2025	10876.92	8.77%	-	10.98%	190/199
1 Year	22 August 2024	10490.01	4.90%	4.90%	1.49%	25/199
3 Year	22 August 2022	14479.75	44.80%	13.12%	14.71%	123/199
5 Year	21 August 2020	19318.42	93.18%	14.06%	17.37%	183/195
Since Inception	29 January 2004	131230.00	1212.30%	12.67%	12.73%	92/199

Note: Lumpsum Returns since Inception Date.

SIP Returns

Period Invested For	₹10,000 Invested on	Investments	Latest Value	Absolute Returns	Annualised Returns
1 Year	2 September 2024	1,20,000	124841.85	4.03%	4.03%
3 Year	1 September 2022	3,60,000	430647.02	19.62%	6.15%
5 Year	1 September 2020	6,00,000	795876.25	32.65%	5.81%
10 Year	1 September 2015	12,00,000	2047344.66	70.61%	5.49%

Note: SIP Returns since Inception Date.

Tax Treatment

If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 10%, if your total long term capital gain exceeds 1 lakh. Any cess/surcharge is not included.If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 15%. Any cess/surcharge is not included in the 15%.

Mutual Funds Calculator

Investment type
Scheme based

SIP
Lumpsum

Monthly Investment (₹)

Expected Returns Rate (%)

Time Period (in Years)

Start your SIP now

Invested Amount
₹25,000
Estimated Returns
₹19,059

76%

Returns

Future value of your investment

₹44,059

Risk Ratios

2.53%

Standard Deviation

0.69%

Beta

0.90%

Sharpe Ratio

0.01%

Treynor's Ratio

3.23%

Jension's Alpha

Asset Allocation

Sector Allocation

Top 10 stock holding in portfolio

Stock Invested in	% of Total Holdings	Quantity	Value (Cr)	Asset Type	Segment
HDFC Bank	8.31%	89287	18.02	Equity	Banks
ICICI Bank	7.92%	115922	17.17	Equity	Banks
Reliance Industr	5.06%	78896	10.97	Equity	Refineries
Bharti Airtel	4.37%	49470	9.47	Equity	Telecomm-Service
Dixon Technolog.	3.13%	4030	6.79	Equity	Consumer Durables
Global Health	2.33%	38540	5.05	Equity	Healthcare
UltraTech Cem.	1.98%	3500	4.29	Equity	Cement
Varun Beverages	1.96%	81250	4.25	Equity	FMCG
Interglobe Aviat	1.90%	6957	4.11	Equity	Air Transport Service
Eternal Ltd	1.89%	133358	4.10	Equity	E-Commerce/App based Aggregator

Peer Comparison

Scheme Name	Asset Size (Cr)	1M	3M	6M	1Y	3Y
SBI Equity Hybrid Fund - Direct (G)	77793.99	-0.13%	1.93%	12.63%	8.93%	14.63%
SBI Equity Hybrid Fund - Direct (IDCW)	77793.99	-0.13%	1.93%	12.63%	8.93%	14.63%
Bandhan Aggressive Hybrid Fund - Direct (G)	1082.56	1.74%	5.17%	15.80%	8.05%	16.97%
Bandhan Aggressive Hybrid Fund - Direct (IDCW)	1082.56	1.74%	5.16%	15.79%	8.01%	16.93%
ICICI Pru Equity & Debt Fund - Direct (IDCW-A)	44605.00	2.07%	3.14%	13.07%	6.63%	20.38%

List of Schemes under PGIM India Mutual Fund

Fund Name	Category	Risk	1Y Returns	Ratings	Fund Size (Cr)
PGIM India Large Cap Fund	Equity	Very High	0.3%	3	₹619.98
PGIM India Gilt Fund	Debt	Moderate	8.29%	4	₹111.05
PGIM India Global Equity Opportunities Fund of Fund	Other	Very High	11.44%	0	₹1,474.90
PGIM India Emerging Markets Equity Fund of Fund	Other	Very High	19.21%	0	₹256.78
PGIM India Liquid Fund	Debt	Moderately Low	7.17%	4	₹547.24
PGIM India Aggressive Hybrid Equity Fund	Hybrid	Very High	6.16%	2	₹219.74
PGIM India Corporate Bond Fund	Debt	Moderately Low	9.56%	4	₹89.69
PGIM India Equity Savings Fund	Hybrid	Moderately Low	6.28%	4	₹73.12
PGIM India Ultra Short Duration Fund	Debt	Moderately Low	7.69%	4	₹205.09
PGIM India Dynamic Bond Fund	Debt	Moderately Low	9.07%	4	₹115.32
PGIM India Midcap Fund	Equity	Very High	2.77%	3	₹11,640.22
PGIM India Arbitrage Fund	Hybrid	Low	7.41%	2	₹124.29
PGIM India Flexi Cap Fund	Equity	Very High	2.9%	3	₹6,391.69
PGIM India Elss Tax Saver Fund	Equity	Very High	3.21%	3	₹798.18
PGIM India Overnight Fund	Debt	Low	6.29%	3	₹81.64
PGIM India Money Market Fund	Debt	Moderately Low	7.96%	2	₹204.07
PGIM India Balanced Advantage Fund	Hybrid	Very High	4.04%	2	₹994.73
PGIM India Small Cap Fund	Equity	Very High	5.28%	1	₹1,560.68
PGIM India Global Select Real Estate Securities Fund of Fund	Other	Very High	6.32%	0	₹46.80
PGIM India CRISIL IBX Gilt Index - Apr 2028 Fund	Other	Moderate	8.79%	0	₹26.99
PGIM India Large and Mid Cap Fund	Equity	Very High	5.75%	0	₹726.79
PGIM India Retirement Fund	Solution Oriented	Very High	6.63%	0	₹89.66
PGIM India Multi Cap Fund	Equity	Very High	0%	0	₹408.22
PGIM India Healthcare Fund	Equity	Very High	0%	0	₹111.81

News

PGIM India Mutual Fund announces change in Key Personnel
PGIM India Mutual Fund has announced that Mr. Aditya Kulkarni has been appointed as a Dealer ' Equities on the Board of the Trustee Company with effect from July 01, 2025.
Details of Mr. Aditya Kulkarni
Age: 25
Designation: Dealer ' Equities
Qualification : MBA in Finance Management & BE in Electrical Engineering
Experience : 2
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PGIM India MF announces Income Distribution cum Capital Withdrawal (IDCW) under its scheme
PGIM India Mutual Fund has announced 27 June 2025 as the record date for declaration of IDCW in the following schemes. The proposed IDCW on the face value of Rs 10 per unit will be:
PGIM India Large Cap Fund:
Regular Plan ' IDCW: 0.4177
Direct Plan ' IDCW: 0.5958
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PGIM India Mutual Fund announces change in scheme name

PGIM India Mutual Fund has announced change in scheme name under the following scheme, With effect from 16 June 2025.

Change in the name of the Scheme:

Existing Scheme Name	Revised Scheme Name
PGIM India Midcap Opportunities Fund	PGIM India Midcap Fund
PGIM India Hybrid Equity Fund	PGIM India Aggressive Hybrid Equity Fund
PGIM India Emerging Markets Equity Fund	PGIM India Emerging Markets Equity Fund of Fund
PGIM India Global Equity Opportunities Fund	PGIM India Global Equity Opportunities Fund of Fund

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Fund House Details & Investment Objective

Date of Incorporation

15 January 2004

Total AUM (Cr)

₹216.84

PGIM India Aggressive Hybrid Equity Fund (G) is an Aggressive Hybrid Fund-oriented fund from the renowned AMC, PGIM India Mutual Fund. Launched in 15 January 2004, this fund is managed by Anandha Padmanabhan Anjen. With assets under management (AUM) worth ₹216.84 (Cr), as of 26 August 2025, PGIM India Aggressive Hybrid Equity Fund (G) is categorized as a Aggressive Hybrid Fund within its segment. The fund has generated a return of 12.67% since its launch.
The current NAV of PGIM India Aggressive Hybrid Equity Fund (G) is ₹130.39, as on 26 August 2025. The fund's benchmark index is CRISIL Hybrid 35+65 - Aggressive Index. You can invest in PGIM India Aggressive Hybrid Equity Fund (G) via both lumpsum and SIP modes. The minimum SIP amount in the fund is ₹1,000 while the minimum lumpsum investment is ₹5,000.

Being an open-ended fund, you can exit the fund anytime subject to applicable exit loads:
For Exits within 90 days from date of allotment of units : 0.50%. For Exits beyond 90 days from date of allotment of units : Nil The fund has generated 13.12% and 14.06% CAGR in the last 3 and 5 years respectively.

The fund aims to provide long-term capital appreciation and growth, by investing in a mix of financial instruments 69.29% in Equity, 21.11% in Debt and 9.60% in cash and cash equivalents.
The top 5 sectors the fund invests in are: 21.11% in Debt, 16.23% in Banks, 9.20% in Others, 5.44% in Consumer Durables, 5.06% in Petroleum Products