PGIM India Aggressive Hybrid Equity Fund
Value Research Rating
Our Opinion
Riskometer
Very High
₹126.4500 -0.82%
As on 11-May-2026
Returns
Risk
This fund has Very High risk.
As per SEBI's Riskometer.
Portfolio of PGIM India Aggressive Hybrid Equity Fund
Asset Allocation
Split between different types of investments
Market Cap Weightage
Split between categories of Equity investments
We have shifted from our proprietary CapRank classification system to SEBI’s market cap classification system with effect from 14 Jan, 2026.
Peer Comparison
|
Fund name
|
Rating |
Our Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|---|---|---|---|---|---|---|
|
PGIM India Aggressive Hybrid Equity Fund
|
|
|
Very High
|
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2.38 |
|
 |
|
Very High
|
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1.31 |
||
 |
|
Very High
|
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1.49 |
||
|
|
Very High
|
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1.74 |
||
|
|
Very High
|
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1.80 |
Other details of PGIM India Aggressive Hybrid Equity Fund
Assets
₹204 Cr
Exit Load (Days)
0.50 (90)
Min. Investment (₹)
5,000
Min. Withdrawal (₹)
1,000
Min. SIP Investment (₹)
1,000
Min. No of Cheques
5
About PGIM India Aggressive Hybrid Equity Fund
PGIM India Aggressive Hybrid Equity Fund is a hybrid mutual fund scheme of PGIM India Mutual Fund. Launched on February 05, 2004, it is currently managed by Puneet Pal, Vinay Paharia, Anandha Padmanabhan Anjeneyan and Vivek Sharma. The fund has an expense ratio of 2.38% with an overall AUM (Assets Under Management) of ₹204 Cr.
PGIM India Hybrid Equity Fund invests 65-80 per cent of its assets in equity stocks and the remaining 20-35 per cent in bonds. The fund allows minimum lumpsum investment of ₹1,000 and minimum SIP of ₹1,000.
Investment Strategy
The scheme aims to generate capital appreciation and income from a portfolio of equity and equity related securities as well as fixed income securities.
Suitability
Aggressive Hybrid funds are suitable for investors:
- Looking to invest mostly in equity (~75%) with a small debt allocation (~25%) for moderately high returns
- Aiming for long-term wealth creation
- With a 5-8 year investment horizon
- Who are new/unfamiliar with market's ups and downs
Note:
- Invest only through SIP
Capital Gains Taxation
- If the mutual fund units are sold after 1 year from the date of investment, gains upto Rs 1.25 lakh in a financial year are exempt from tax. Gains over Rs 1.25 lakh are taxed at the rate of 12.5%.
- If the mutual fund units are sold within 1 year from the date of investment, entire amount of gain is taxed at the rate of 20%.
- No tax is to be paid as long as you continue to hold the units.
Disclaimer: The tax information has been prepared on a best-effort basis using information available in the public domain and other sources that Value Research considers reliable. This is not meant as tax advice, and we advise you to consult your tax advisor before making any decision. Value Research takes no responsibility and assumes no liability for any loss or damage arising from any investment or redemption decision based on this information.
Dividend Taxation
- Dividends are added to the income of the investors and taxed according to their respective tax slabs. Further, if an investor's dividend income exceeds Rs. 10,000 in a financial year, the fund house also deducts a TDS of 10% before distributing the dividend.
Latest news on PGIM India Aggressive Hybrid Equity Fund
FAQ for PGIM India Aggressive Hybrid Equity Fund
How to Invest in PGIM India Aggressive Hybrid Equity Fund?
Subscribers of Value Research Fund Advisor can conveniently invest in the low-cost direct plan of PGIM India Aggressive Hybrid Equity Fund through the Value Research Fund Advisor website.
Alternatively, mutual funds can also be purchased directly from the respective fund house’s website. For example, PGIM India Aggressive Hybrid Equity Fund can be bought from the PGIM India Mutual Fund website. In such a case, if you are investing in multiple funds from different fund houses, you will need to transact separately on each fund house’s website.
The third option is to invest offline, by seeking assistance from a mutual fund distributor. Most banks also act as mutual fund distributors, and you can approach your bank for help in completing your investment.
What is the current NAV of PGIM India Aggressive Hybrid Equity Fund Today?
The latest declared NAV of PGIM India Aggressive Hybrid Equity Fund, is ₹126.4500 as of 12-May-2026.
What are the top holdings of PGIM India Aggressive Hybrid Equity Fund?
| Company | Percentage of Portfolio |
|---|---|
|
GOI Sec 7.26 22/08/2032 |
4.47
|
|
Union Bank of India CD 03/06/2026 |
3.90
|
|
GOI Sec 7.10 08/04/2034 |
2.46
|
|
GOI Sec 7.26 06/02/2033 |
1.89
|
|
GOI Sec 6.01 21/07/2030 |
1.68
|
What is the return of PGIM India Aggressive Hybrid Equity Fund in the last 5 years?
Over the past five years, PGIM India Aggressive Hybrid Equity Fund has delivered an annualised return of 7.95% as of 12-May-2026.
What is the minimum investment required in PGIM India Aggressive Hybrid Equity Fund?
The minimum investment required to start investing in PGIM India Aggressive Hybrid Equity Fund is ₹5,000 for the lump sum option and ₹1,000 for the SIP (Systematic Investment Plan) option.
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