- Mutual Funds
- PGIM India Mutual Fund
- PGIM India Aggressive Hybrid Equity Fund Direct Growth
PGIM India Aggressive Hybrid Equity Fund Direct Plan Growth
₹ 155.49
NAV (Jul 28)
Aggressive Hybrid funds provides varying combinations of equity & debt and is suitable for investment objectives with duration specific to the fund category.
Aggressive hybrid funds are primarily equity funds with 20-35% invested in debt.
This makes their performance difficult to assess.
With a high Equity component, the impact of market fluctuations on these funds is also high.It is better for investors to make the allocation to equity & debt themselves and choose the right funds in each asset class.
Scheme Information
The scheme aims to generate capital appreciation and income from a portfolio of equity and equity related securities as well as fixed income securities.
Expense Ratio | 0.77 % |
Launched 12Y ago | 2013-01-01 |
AUM in Crores | 219.7 |
ISIN | INF663L01GX2 |
Lock-in (days) | No Lock-in |
Benchmark | CRISIL Hybrid 35+65 Aggressive Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation | 9.5 |
Beta | 0.7 |
Sharpe Ratio | 0.9 |
Fund Managers
Asset allocation and Holdings
Top Stock Holdings
PGIM Jennison Global Equity Opportunities Fund USD I Accumulation
9.92%ICICI Bank Ltd.
6.22%HDFC Bank Ltd.
5.49%Reliance Industries Ltd.
4.88%Tata Consultancy Services Ltd.
4.55%
Allocation by Sector
Financial
19.34%Consumer Staples
6.04%Services
5.98%Technology
5.49%Energy
5.23%
Comparison with Hybrid Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 9,390 cr | ||
₹ 24,854 cr | ||
₹ 8,940 cr | ||
₹ 5,662 cr | ||
₹ 10,353 cr |
