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PGIM India Aggressive Hybrid Equity Fund(M-IDCW) Direct IDCW

IDCW
27.140.70% (-0.19)
High
Low
Returns
0.00%
0.00%
1M
6M
1Y
3Y
5Y
Max
SIP
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1M
6M
1Y
3Y
5Y
Max
SIP

Small-size Fund

Assets Under Mgmt: ₹ 219 Cr

Very High Risk

Principle investment will be at very high risk

How to use scorecard? Learn more

Small-size Fund

Assets Under Mgmt: ₹ 219 Cr

Very High Risk

Principle investment will be at very high risk

PGIM India Aggressive Hybrid Equity Fund(M-IDCW) Performance & Key Metrics

PGIM India Aggressive Hybrid Equity Fund(M-IDCW) Performance & Key Metrics

Expense RatioExpense RatioNo LabelNo LabelNo LabelNo Label
0.7744.470.25
No LabelNo LabelNo LabelNo LabelNo LabelNo Label
1.4342.380.03

PGIM India Aggressive Hybrid Equity Fund(M-IDCW) Scheme InfoPGIM India Aggressive Hybrid Equity Fund(M-IDCW) Scheme Info

PlanPlanLock inLock inExit LoadExit Load
IDCW0 yrs0.50%
0.50% on or before 90D Nil after 90D
SIP Inv.SIP Inv.Min. LumpsumMin. Lumpsum
Allowed₹ 5,000
Initial: ₹ 5,000 Incremental: ₹ 1,000
BenchmarkBenchmark

About Aggressive Hybrid Fund

About Aggressive Hybrid Fund

Aggressive Hybrid funds have exposure to both debt and equity instruments. They primarily invest in stocks with some allocation to debt instruments. These funds are less risky as compared to pure equity funds.

PGIM India Aggressive Hybrid Equity Fund(M-IDCW) Peers

PGIM India Aggressive Hybrid Equity Fund(M-IDCW) Peers & Comparison

Comparing 3 mutual funds from 
HybridAggressive Hybrid Fund
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Mutual Fund1Y Returns1Y Returns3Y CAGR3Y CAGRLife CAGRLife CAGR
PGIM India Aggressive Hybrid Equity Fund(M-IDCW)-1.95%7.28%1.90%
SBI Equity Hybrid Fund(IDCW-Payout)10.56%17.15%11.40%
ICICI Pru Equity & Debt Fund(H-IDCW)-0.55%13.32%10.92%
HDFC Hybrid Equity Fund(IDCW)0.16%10.21%3.23%

PGIM India Aggressive Hybrid Equity Fund(M-IDCW) Returns Comparison

Compare PGIM India Aggressive Hybrid Equity Fund(M-IDCW) with any MF, ETF, stock or index
Compare PGIM India Aggressive Hybrid Equity Fund(M-IDCW) with any MF, ETF, stock or index
PGIM India Aggressive Hybrid Equity Fund(M-IDCW)
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PGIM India Aggressive Hybrid Equity Fund(M-IDCW) Portfolio

PGIM India Aggressive Hybrid Equity Fund(M-IDCW) Asset Allocation

PGIM India Aggressive Hybrid Equity Fund(M-IDCW) Asset Allocation

Actual

Target

Sep 2024

Dec 2024

Mar 2025

Jun 2025

ACTUAL
Corporate DebtCash & EquivalentsMutual FundsGovernment SecuritiesEquity0.93%2.21%8.95%18.38%69.53%

Sep 2024

Dec 2024

Mar 2025

Jun 2025

Tickertape Separator

PGIM India Aggressive Hybrid Equity Fund(M-IDCW) Sector Distribution

PGIM India Aggressive Hybrid Equity Fund(M-IDCW) Sector Distribution

+24 moreOil & Gas - Refining & MarketingIT Services & ConsultingOthersPrivate BanksG-Sec42.85 %5.39 %5.45 %12.17 %15.76 %18.38 %

Sep 2024

Dec 2024

Mar 2025

Jun 2025

Tickertape Separator

PGIM India Aggressive Hybrid Equity Fund(M-IDCW) Sector Weightage

PGIM India Aggressive Hybrid Equity Fund(M-IDCW) Sector Weightage

Mar 24Jun 24Sep 24Dec 24Mar 25Jun 2517.93%17.30%17.81%18.34%19.27%18.38%
G-Sec as a % of total holdings for last six quarters
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PGIM India Aggressive Hybrid Equity Fund(M-IDCW) Current Holdings

PGIM India Aggressive Hybrid Equity Fund(M-IDCW) Current Holdings

Equity

Debt

Others

  • Constituent
    Holding Weight
    3M Change

AMC Profile of PGIM India Aggressive Hybrid Equity Fund(M-IDCW)

AMC Profile of PGIM India Aggressive Hybrid Equity Fund(M-IDCW)

PGIM India Mutual Fund is a fully owned business of PGIM, the global investment management business of the US based Prudential Financial, Inc. (PFI). PGIM operates across 16 countries and has 38 offices with over 1,300+ investment professionals.

PGIM India Mutual Fund is a fully owned business of PGIM, the global investment management business of the US based Prudential Financial, Inc. (PFI). PGIM operates across 16 countries and has 38 offices with over 1,300+ investment professionals.

  • No.of Schemes

    24

  • Total AUM

    ₹ 26,529.69 Cr.

PGIM India Aggressive Hybrid Equity Fund(M-IDCW) Manager Details

PGIM India Aggressive Hybrid Equity Fund(M-IDCW) Manager Details

PGIM India Aggressive Hybrid Equity Fund(M-IDCW) Manager Profile

PGIM India Aggressive Hybrid Equity Fund(M-IDCW) Manager Profile

Sharma Vivek

AUM:  ₹23,601.04 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 15yrs

Anandha Padmanabhan Anjeneyan

AUM:  ₹11,323.49 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 13yrs

Vinay Paharia

AUM:  ₹23,114.80 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 11yrs

Puneet Pal

AUM:  ₹23,496.23 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 10yrs

PGIM India Aggressive Hybrid Equity Fund(M-IDCW) Manager Performance (0)

PGIM India Aggressive Hybrid Equity Fund(M-IDCW) Manager Performance (0)

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PGIM India Aggressive Hybrid Equity Fund(M-IDCW) Tax Implications

PGIM India Aggressive Hybrid Equity Fund(M-IDCW) Tax Implications

Invested period < 1 year

Gains are treated as short-term capital gains and taxed at 20%

Invested period > 1 year

Gains are treated as long-term capital gains and taxed at 12.5%

Let’s calculate your returns after tax

Investment frequency

Monthly

One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)
This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.

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PGIM India Aggressive Hybrid Equity Fund(M-IDCW) Review & Opinions

PGIM India Aggressive Hybrid Equity Fund(M-IDCW) Review & Opinions

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Frequently asked questions

Frequently asked questions

  1. What is the current price / NAV of PGIM India Aggressive Hybrid Equity Fund(M-IDCW)?

    The current NAV of PGIM India Aggressive Hybrid Equity Fund(M-IDCW) is ₹27.14, as of 11th July 2025.

  2. What are the returns of PGIM India Aggressive Hybrid Equity Fund(M-IDCW)?

    The PGIM India Aggressive Hybrid Equity Fund(M-IDCW) was launched on 26th August 2016. This mutual fund's past returns are as follows:
    • 1 Year Returns: -1.95%
    • 3 Year Returns: 7.28%
    • 5 Year Returns: 7.75%

  3. What are the top 5 sectoral holdings of PGIM India Aggressive Hybrid Equity Fund(M-IDCW)?

    The top sectors PGIM India Aggressive Hybrid Equity Fund(M-IDCW) has invested in are as follows:
    • G-Sec | 18.38%
    • Private Banks | 15.76%
    • Others | 12.17%
    • IT Services & Consulting | 5.45%
    • Oil & Gas - Refining & Marketing | 5.39%
    This data is as on 11th July 2025.

  4. What are the top 5 holdings of PGIM India Aggressive Hybrid Equity Fund(M-IDCW)?

    The top 5 holdings for PGIM India Aggressive Hybrid Equity Fund(M-IDCW) are as follows:
    • PGIM Jennison Global Equity Opportunities Fund | 8.95%
    • HDFC Bank Ltd | 8.13%
    • ICICI Bank Ltd | 7.63%
    • 7.1% Government of India | 6.66%
    • Reliance Industries Ltd | 5.39%
    This data is as on 11th July 2025.

  5. What is the asset allocation of PGIM India Aggressive Hybrid Equity Fund(M-IDCW)?

    The asset allocation for PGIM India Aggressive Hybrid Equity Fund(M-IDCW) is as follows:
    • Equity | 69.53%
    • Government Securities | 18.38%
    • Mutual Funds | 8.95%
    • Cash & Equivalents | 2.21%
    • Corporate Debt | 0.93%
    This data is as on 11th July 2025.

  6. What is the AUM of PGIM India Aggressive Hybrid Equity Fund(M-IDCW)?

    The AUM (i.e. assets under management) of PGIM India Aggressive Hybrid Equity Fund(M-IDCW) is ₹219.74 Cr as of 11th July 2025.

  7. What is the expense ratio of PGIM India Aggressive Hybrid Equity Fund(M-IDCW)?

    The expense ratio of PGIM India Aggressive Hybrid Equity Fund(M-IDCW) Plan is 0.77 as of 11th July 2025.

  8. What is the alpha ratio of PGIM India Aggressive Hybrid Equity Fund(M-IDCW)?

    The alpha ratio for the PGIM India Aggressive Hybrid Equity Fund(M-IDCW) is 0.72

    Alpha is the excess return of a fund compared to its expected return, based on its beta and the risk-free rate. Positive alpha indicates that the fund has outperformed its expected return, while negative alpha suggests underperformance.

  9. What is the volatility or standard deviation of PGIM India Aggressive Hybrid Equity Fund(M-IDCW)?

    The volatility or standard deviation for the PGIM India Aggressive Hybrid Equity Fund(M-IDCW) is 10.52

    Standard deviation measures the volatility or risk associated with the returns of a mutual fund. A higher standard deviation indicates higher volatility, suggesting that the returns of the mutual fund are more spread out from the average. On the other hand, a lower standard deviation implies lower volatility and a more stable performance.

  10. What is the sharpe ratio of PGIM India Aggressive Hybrid Equity Fund(M-IDCW)?

    The Sharpe ratio for the PGIM India Aggressive Hybrid Equity Fund(M-IDCW) is 0.25

    The Sharpe ratio is a measure of risk-adjusted return that evaluates the performance of a mutual fund, by adjusting for its risk. Higher Sharpe ratio indicates a better risk-adjusted performance. A positive Sharpe ratio indicates that the MF has provided a return in excess of the risk-free rate for the amount of risk taken. Conversely, a negative Sharpe ratio suggests that the MF did not adequately compensate for the risk.

  11. What is the Sortino ratio of PGIM India Aggressive Hybrid Equity Fund(M-IDCW)?

    The Sortino Ratio for the PGIM India Aggressive Hybrid Equity Fund(M-IDCW) is 0.03

    The Sortino ratio of a mutual fund is a measure of its risk-adjusted return, considering only downside volatility. It helps investors evaluate how well a fund is performing relative to its downside risk. A higher Sortino ratio (value >1) means the fund generates better returns for the downside risk taken.

  12. What is the Price to Earnings (PE) ratio of PGIM India Aggressive Hybrid Equity Fund(M-IDCW)?

    The PE ratio of PGIM India Aggressive Hybrid Equity Fund(M-IDCW) is 44.47, while category PE ratio is 42.38.