PGIM India Aggressive Hybrid Equity Fund-Growth

Fund Details

NAV 131.16

Sub-Type Aggressive Hybrid

Rating 2

Min. SIP Amount ₹1000.0

Fund Age(Year) 21.88

Fund Size(in Crores) 219.32

Fund Performance

1 Month -1.03%

3 Month -1.37%

6 Month 2.83%

1 Year 3.47%

3 Year 11.25%

5 Year 10.79%

Know This Fund

As on 22 Dec 2025

Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.

Equity (24.62%) Market Cap Small Cap 4.08 Mid Cap 4.63 Large Cap 15.91 Top Sectors Financial 8.08 Technology 2.53 Automobile 2.24 Healthcare 2.02 Energy 1.99 Services 1.52 Communication 1.14 Materials 1.06 Consumer Staples 1 Construction 0.82 Insurance 0.62 Consumer Discretionary 0.56 Metals & Mining 0.55 Capital Goods 0.27 Chemicals 0.22 Top Holding PNC Infratech 0.2 Crompton Greaves Con. Electricals 0.33 Aditya Birla Lifestyle Brands 0.16 ICICI Lombard Gen. Insurance 0.39 Eicher Motors 0.41 Reliance Industries 0.75 State Bank of India 0.92 Varun Beverages 0.23 Bajaj Auto 0.36 Bharat Electronics 0.27 The Great Eastern Shipping Company 0.32 Mahanagar Gas 0.22 Emami 0.24 JSW Infrastructure 0.17 Mahindra & Mahindra 0.77 Axis Bank 1.05 ICICI Prudential 0.24 Damania Capital Markets 0 Metropolis Healthcare 0.25 Bharat Petroleum Corporation 0.3 Coal India 0.34 Tech Mahindra 0.63 Symphony 0.12 Info Edge (India) 0.34 Samvardhana Motherson 0.27 Bharti Airtel 1.14 Swiggy 0.22 Mahindra & Mahindra Financial Services 0.45 Aditya Birla AMC 0.23 Kotak Mahindra Bank 0.94 Vikram Solar 0 PI Industries 0.22 Cera Sanitaryware 0.15 ICICI Bank 1.47 The Federal Bank 0.28 JK Paper 0.2 Raymond Lifestyle 0.11 Infosys 1.1 PVR Inox 0.22 Maruti Suzuki India 0.42 Modern Denim 0 The Phoenix Mills 0.38 Sun Pharmaceutical Industries 0.41 HCL Technologies 0.38 Tata Steel 0.3 Cipla 0.45 Brigade Enterprises 0.24 Geekay Exim (I) 0 Mphasis 0.41 Greenpanel Industries 0.04 Dabur India 0.33 Glenmark Pharmaceuticals 0.4 Orchid Pharma 0.15 Indiamart 0.16 Telephone Cables 0 Filaments India 0 AIA Engineering 0.25 Fortis Healthcare 0.35 Indusind Bank 0.37 Sapphire Foods 0.24 Kajaria Ceramics 0.25 HDFC Bank 2.37 Dalmia Bharat 0.29 Power Grid Corporation Of India 0.41

Debt & Others (75.38%) Sector Allocation Bonds/NCDs 3 GOI Securities 27.07 Alternative Investment Fund 0.29 Debt Credit Ratings SOV 39.59 AAA 33.01 Cash & Call Money 2.48 Others 0.29 Debt Category Export-Import Bank 1.49 Bihar State 1.44 Maharashtra State 1.47 Small Industries 3.0

Comparison with same funds

Equity, Flexi Cap funds Aditya Birla Sun Life Aggressive Hybrid Omni FoF Regular-Growth Ret 1M -0.51% Ret 1Y 7.9% Ret 3Y 14.05% Ret 5Y 12.54%

Equity, Flexi Cap funds Aditya Birla Sun Life Aggressive Hybrid Omni FoF Regular-IDCW Quarterly Ret 1M -0.51% Ret 1Y 7.9% Ret 3Y 14.05% Ret 5Y 12.54%

Equity, Flexi Cap funds Aditya Birla Sun Life Aggressive Hybrid Omni FoF Regular-IDCW Quarterly Payout Ret 1M -0.51% Ret 1Y 7.9% Ret 3Y 14.05% Ret 5Y 12.54%

Equity, Flexi Cap funds Aditya Birla Sun Life Equity Hybrid '95 Fund Regular-Growth Ret 1M -0.11% Ret 1Y 5.66% Ret 3Y 13.9% Ret 5Y 13.16%

Equity, Flexi Cap funds Aditya Birla Sun Life Equity Hybrid '95 Fund Regular-IDCW Ret 1M -0.11% Ret 1Y 5.66% Ret 3Y 13.9% Ret 5Y 13.16%

Equity, Flexi Cap funds Aditya Birla Sun Life Equity Hybrid '95 Fund Regular-IDCW Reinvestment Ret 1M -0.11% Ret 1Y 5.66% Ret 3Y 13.9% Ret 5Y 13.16%

Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 40s Plan Regular-Growth Ret 1M -0.79% Ret 1Y 3.32% Ret 3Y 13.13% Ret 5Y 10.59%

Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 40s Plan Regular-IDCW Ret 1M -0.79% Ret 1Y 3.32% Ret 3Y 13.13% Ret 5Y 10.59%

Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 40s Plan Regular-IDCW Reinvestment Ret 1M -0.79% Ret 1Y 3.32% Ret 3Y 13.13% Ret 5Y 10.59%

Equity, Flexi Cap funds Axis Aggressive Hybrid Fund Regular-Growth Ret 1M -0.8% Ret 1Y 4.34% Ret 3Y 11.01% Ret 5Y 10.37%

Equity, Flexi Cap funds Axis Aggressive Hybrid Fund Regular-IDCW Monthly Payout Ret 1M -0.8% Ret 1Y 4.34% Ret 3Y 11.01% Ret 5Y 10.37%

Charges & Taxes Expense Ratio

Returns are taxed as per your Income Tax Slab.

Expense Ratio (Inclusive of GST): 2.34%

Exit Load 0%

Stamp Duty 0.005%

Fund Management

The various expenses, charges and taxes associated with your Mutual Fund

Vivek Sharma

Education Mr. Sharma is a PGDM Finance

Experience 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.

Anandha Padmanabhan Anjeneyan

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

Experience Prior to joining PGIM India Asset Management Pvt Ltd, he has worked with Renaissance Investment Managers Private Limited, Canara Robeco Asset Management Company Limited.

Puneet Pal

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

Experience Prior to joining PGIM India Mutual Fund, he has worked with BNP Paribas AMC as Head Fixed Income, UTI AMC as Sr. Vice President & Fund Manager & TATA AMC as Fund Manager.

Chetan Gindodia

Education Mr. Gindodia has done B.Com, CA and CFA

Experience Prior to joining Mahindra Manulife Mutual Fund, he has worked with PGIM India MF, Alf Accurate Advisors, Multi-Act India and EY

Vinay Paharia

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).

Riskometer

Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.

Principal at very high risk

AMC and Fund details

Rank (total sets) 29

Date of Incorporation 2004-02-05

Total AUM 2025-11-30

The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.