Pgim India Aggressive Hybrid Equity Fund Direct-growth

  • 3 Months
  • 6 Months
  • 1 Year
  • 3 Years
  • 5 Years
  • RSI
3 Months Returns : 6.34%
Fund NAV

Fund Overview of Pgim India Aggressive Hybrid Equity Fund Direct-growth

  • ₹201.8 Cr
    AUM
  • ₹154.72
    NAV
  • 0.81%
    Expense Ratio
  • Hybrid
    Fund Category
As on Tue Jun 16, 2026
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Returns of Pgim India Aggressive Hybrid Equity Fund Direct-growth

Tenure Absolute(%) Annualised(%) Category Average(%)
3 Months 6.34% NA 2.67%
6 Months -1.80% NA 10.68%
1 Year 0.86% 0.86% 2.84%
2 Years 9.54% 4.66% 17.05%
3 Years 33.16% 10.02% 16.22%
5 Years 52.34% 8.78% 18.30%
7 Years 108.56% 11.07% NA
10 Years 167.44% 10.34% 12.71%
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As on Tue Jun 16, 2026

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Pgim India Aggressive Hybrid Equity Fund Direct-growth Fund Returns Comparison

Compare Pgim India Aggressive Hybrid Equity Fund Direct-growth with other mutual funds in the same category

Pgim India Aggressive Hybrid Equity Fund Direct-growth

SBI Children's Fund - Investment Plan Direct-growth

SBI Children's Fund - Investment Plan Regular-growth

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Asset Allocation

equities

77.18%

debt instruments

21.68%

other assets or cash equivalents

1.14%
Large Cap: 72.89%
Mid Cap: 15.06%
Small Cap: 12.05%
Other: 0.00%
Top Holdings
Pgim Jennison Global Equity Opportunities Fund
11.23%
Icici Bank Ltd
5.83%
Hdfc Bank Ltd
5.38%
Government Of India 31909 Goi 22ag32 7.26 Fv Rs 100
4.52%
Union Bank Of India Cd 03jun26
3.96%
 
Top Sectors
Financial
18.94%
Unspecified
12.73%
Entities
10.61%
Energy & Utilities
5.23%
Technology
5.03%
Detailed Portfolio Analysis
As on Tue Jun 16, 2026
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About Fund

About Pgim India Aggressive Hybrid Equity Fund Direct-growth

Pgim India Aggressive Hybrid Equity Fund Direct-growth is one Hybrid mutual fund offered by PGIM India Mutual Fund. Launched on 01 Jan 2013, the fund aims Capital growth over the long term. Investing predominantly in equity and equity related securities. It manages assets worth ₹201.8 crore as on Sun May 31, 2026. The expense ratio stands at 0.81%.
The portfolio allocation consists of 77.18% in equities, 21.68% in debt instruments, 1.14% in other assets or cash equivalents.Managed by Vinay Paharia, it has delivered a return of 0.86% in the last year, a total return since inception of 11.20%.
Identifying an appropriate best sip to invest plays a vital role for systematic investing.

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  • Vivek Sharma

    Fund Manager

  • Mr. Sharma is a PGDM Finance

    Manager Education

  • Anandha Padmanabhan Anjeneyan

    Fund Manager

  • Mr. Anjeneyan is a B. Com, ACA, CFA, FRM

    Manager Education

  • Puneet Pal

    Fund Manager

  • Mr. Pal is a B.Com (H) and MBA from SIBM Pune.

    Manager Education

  • Vinay Paharia

    Fund Manager

  • Mr. Paharia holds a B.Com degree from Narsee Monjee College and an M.M.S. degree from Welingkar Institute of Management, Mumbai.

    Manager Education

Key Metrics of Pgim India Aggressive Hybrid Equity Fund Direct-growth

  • Standard Deviation
    10.79%
  • Sharpe Ratio
    0.40%

Fund Details

Fund Names Pgim India Aggressive Hybrid Equity Fund Direct-growth
Inception Date 01 Jan 2013
Lock In No Lock-in
SIP Minimum Investment amount ₹0
SWP Minimum Investment amount ₹1000
STP Minimum Investment amount ₹0
 
Risk Principal at very high risk
Category Average Annual Returns 2.84
More Details

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Top Performing Mutual Funds

Fund Names AUM (Cr) 1M 3M 1Yr 3Yr 5Yr
SBI Children's Fund - Investment Plan Direct-growth trend ₹6,387 4.61% 15.75% 17.70% 23.07% 25.33%
SBI Children's Fund - Investment Plan Regular-growth trend ₹6,387 4.53% 15.47% 16.54% 21.73% 23.83%
ICICI Prudential Retirement Fund - Hybrid Aggressive Plan Direct-growth trend ₹1,192 2.87% 9.16% 11.38% 21.17% 17.61%
ICICI Prudential Retirement Fund - Hybrid Aggressive Plan Direct-idcw trend ₹1,192 2.87% 9.16% 11.38% 21.17% 17.61%
ICICI Prudential Equity & Debt Fund Direct-growth trend ₹50,033 1.46% 3.45% 4.33% 16.70% 17.26%
ICICI Prudential Equity & Debt Fund Direct-idcw Half Yearly trend ₹50,033 1.46% 3.45% 4.33% 16.70% 17.26%
ICICI Prudential Equity & Debt Fund Direct-idcw Monthly trend ₹50,033 1.46% 3.45% 4.33% 16.70% 17.26%
ICICI Prudential Equity & Debt Fund Direct-idcw Yearly trend ₹50,033 1.46% 3.45% 4.33% 16.70% 17.26%
Bank Of India Mid & Small Cap Equity & Debt Fund Direct-growth trend ₹1,554 3.07% 13.76% 9.72% 20.52% 16.95%
Bank Of India Mid & Small Cap Equity & Debt Fund Direct-idcw trend ₹1,554 3.07% 13.76% 9.72% 20.52% 16.95%
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increase growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns

More funds from PGIM India Mutual Fund

Fund Names AUM (Cr) 1M 3M 6M 1Yr 3Yr
Pgim India Aggressive Hybrid Equity Fund-growth increase ₹202 1.76% 5.93% -2.56% -0.71% 8.29%
Pgim India Aggressive Hybrid Equity Fund-idcw increase ₹202 1.76% 5.93% -2.56% -0.71% 8.29%
Pgim India Aggressive Hybrid Equity Fund Direct-idcw increase ₹202 1.90% 6.34% -1.80% 0.86% 10.02%
Pgim India Aggressive Hybrid Equity Fund Direct-idcw Monthly increase ₹202 1.90% 6.34% -1.80% 0.86% 10.02%
Pgim India Aggressive Hybrid Equity Fund-idcw Monthly increase ₹202 1.76% 5.93% -2.56% -0.71% 8.29%
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increase growth is based on 1-month returns of the funds

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Top Mutual Funds

Fund Names AUM (Cr) NAV 3Yr 5Yr 10Yr
SBI Equity Hybrid Fund-growth trend ₹84,011 ₹311.29 13.10% 11.08% 12.10%
SBI Equity Hybrid Fund Direct Plan-growth trend ₹84,011 ₹345.91 13.86% 11.83% 12.96%
SBI Equity Hybrid Fund-idcw trend ₹84,011 ₹65.96 13.10% 11.08% 12.10%
SBI Equity Hybrid Fund Direct Plan-idcw trend ₹84,011 ₹101.22 13.86% 11.83% 12.96%
ICICI Prudential Equity & Debt Fund Direct-growth trend ₹50,033 ₹448.16 16.70% 17.26% 16.38%
ICICI Prudential Equity & Debt Fund-growth trend ₹50,033 ₹401.77 16.01% 16.59% 15.50%
ICICI Prudential Equity & Debt Fund-idcw Half Yearly trend ₹50,033 ₹25.44 16.01% 16.59% 15.50%
ICICI Prudential Equity & Debt Fund Direct-idcw Half Yearly trend ₹50,033 ₹29.04 16.70% 17.26% 16.38%
ICICI Prudential Equity & Debt Fund Direct-idcw Monthly trend ₹50,033 ₹70.21 16.70% 17.26% 16.38%
ICICI Prudential Equity & Debt Fund-idcw Monthly trend ₹50,033 ₹43.03 16.01% 16.59% 15.50%
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Top funds are based on Fund AUM

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Detailed Portfolio

Stocks Sector % of Holding Value
Pgim Jennison Global Equity Opportunities FundUnspecified11.23%₹22.66 Cr
Icici Bank LtdFinancial5.83%₹11.77 Cr
Hdfc Bank LtdFinancial5.38%₹10.86 Cr
Government Of India 31909 Goi 22ag32 7.26 Fv Rs 100Entities4.52%₹9.12 Cr
Union Bank Of India Cd 03jun26Financial3.96%₹8.00 Cr
Bharti Airtel LtdTechnology3.68%₹7.42 Cr
Reliance Industries LtdEnergy & Utilities3.65%₹7.36 Cr
Larsen & Toubro LtdIndustrials3.08%₹6.22 Cr
Government Of India 34208 Goi 08ap34 7.1 Fv Rs 100Entities2.49%₹5.03 Cr
Varun Beverages LtdConsumer Staples2.07%₹4.17 Cr
Government Of India 32584 Goi 06fb33 7.26 Fv Rs 100Entities1.91%₹3.85 Cr
Bajaj Finance LtdFinancial1.89%₹3.82 Cr
State Bank Of IndiaFinancial1.88%₹3.80 Cr
Titan Company LtdConsumer Discretionary1.82%₹3.68 Cr
Government Of India 36232 Goi 21jl30 6.01 Fv Rs 100Entities1.69%₹3.42 Cr
Power Grid Corporation Of India LtdEnergy & Utilities1.58%₹3.19 Cr
Others CbloUnspecified1.50%₹3.03 Cr
Ultratech Cement LtdMaterials1.36%₹2.75 Cr
Infosys LtdTechnology1.35%₹2.73 Cr
Sai Life Sciences Ltd.Healthcare1.32%₹2.67 Cr
View More

Frequently Asked Questions

Pgim India Aggressive Hybrid Equity Fund Direct-growth

What is the current AUM of Pgim India Aggressive Hybrid Equity Fund Direct-growth?

As of Sun May 31, 2026, Pgim India Aggressive Hybrid Equity Fund Direct-growth manages assets worth ₹201.8 crore

How has Pgim India Aggressive Hybrid Equity Fund Direct-growth performed recently?

  • 3 Months: 6.34%
  • 6 Months: -1.80%

What is the long-term performance of Pgim India Aggressive Hybrid Equity Fund Direct-growth?

  • 3 Years CAGR: 10.02%
  • 5 Years CAGR: 8.78%
  • Since Inception: 11.20%

What is the portfolio composition of Pgim India Aggressive Hybrid Equity Fund Direct-growth?

Equity: 77.18%, Debt: 21.68%, Others: 1.14%.

Who manages Pgim India Aggressive Hybrid Equity Fund Direct-growth?

Pgim India Aggressive Hybrid Equity Fund Direct-growth is managed by Vinay Paharia from PGIM India Mutual Fund.

What is the market-cap allocation of Pgim India Aggressive Hybrid Equity Fund Direct-growth?

Large Cap: 72.89%, Mid Cap: 15.06%, Small Cap: 12.05%.

Which are the top companies Pgim India Aggressive Hybrid Equity Fund Direct-growth has invested in?

  • PGIM Jennison Global Equity Opportunities Fund – 11.23% of the fund's portfolio
  • ICICI Bank Ltd – 5.83% of the fund's portfolio
  • HDFC Bank Ltd – 5.38% of the fund's portfolio
  • GOVERNMENT OF INDIA 31909 GOI 22AG32 7.26 FV RS 100 – 4.52% of the fund's portfolio
  • UNION BANK OF INDIA CD 03JUN26 – 3.96% of the fund's portfolio

Which are the major sectors Pgim India Aggressive Hybrid Equity Fund Direct-growth focuses on?

  • Financial – 18.94% of the fund's portfolio
  • Unspecified – 12.73% of the fund's portfolio
  • Entities – 10.61% of the fund's portfolio
  • Energy & Utilities – 5.23% of the fund's portfolio
  • Technology – 5.03% of the fund's portfolio
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