pgim-india-hybrid-equity-fund-dir-g

PGIM India Aggressive Hybrid Equity Fund - Dir (G)

  1. Equity
  2. Balanced
  • NAV as on Jul 08, 2025 ₹156.8
  • Total Returns 12.21% p.a.

Historical NAV, Returns and Performance

  • High
  • Low
  • CAGR
pgim-india-hybrid-equity-fund-dir-g

Overview of PGIM India Aggressive Hybrid Equity Fund - Dir (G)

  • Fund House
    PGIM India Aggressive Hybrid Equity Fund
  • Fund Size
    ₹214 Cr
  • Expense Ratio
    0.77%
  • Benchmark
    CRISIL Hybrid 35+65 - Aggressive Index
  • Risk Level
    Very High
  • Inception Date
    Jan 02, 2013
  • Lock-in period
    0
  • Exit Load
    For Exits within 90 days from date of allotment of units : 0.50%. For Exits beyond 90 days from date of allotment of units : Nil
  • Minimum SIP Investment
    ₹1000
  • Minimum Lump sum Investment
    ₹5000
  • Short Term Capital Gains
    20% (if redeemed within 1 year)
  • Long Term Capital Gains
    12.5% on profit of ₹1,25,000 if redeemed after 1 year

PGIM India Aggressive Hybrid Equity Fund - Dir (G) Returns Calculator

Investment type

Years
Total Invested Amount
₹ 12,00,000
Profit
₹ 12,00,000
Total Projected Returns
₹ 12,00,000
Annualised Returns
p.a.
Years
Total Invested Amount
Profit
₹1,00,000
Total Projected Returns
₹1,00,000
Annualised Returns
% p.a.

PGIM India Aggressive Hybrid Equity Fund - Dir (G) Performance vs Category

Time Period

  • 1 month
  • 3 months
  • 6 months
  • 1 year
  • 3 years
  • 5 years

This Fund

  • 1.55%
  • 13.29%
  • 4.85%
  • 7.65%
  • 17.49%
  • 17.13%

Category Average

  • 1.43%
  • 13.13%
  • 4.38%
  • 5.01%
  • 17.76%
  • 18.99%

Fund Asset Allocation

Top holdings

Top Sectors

  • Debt
    23.91%
  • Banks
    15.7%
  • Others
    8.25%
  • IT-Software
    5.68%
  • Petroleum Products
    4.94%
  • Consumer Durables
    4.91%

More about PGIM India Aggressive Hybrid Equity Fund - Dir (G)

PGIM India Aggressive Hybrid Equity Fund - Dir (G) is a mutual fund under the Balanced category, managed by PGIM India Mutual Fund. It was launched on 24 Sep 2008, and has been active for over 17 years. As of 30 Jun 2025 the fund manages assets worth ₹214 Crores. The expense ratio is 0.77%.

This fund generated returns of 7.65% in the last 1 year. Since its inception, it has provided an average annual return of 12.21%.

The fund's investments are mainly concentrated in sectors like Debt, Banks, Others, IT-Software and Petroleum Products.

The top five holdings in this fund include prominent companies such as PGIM Jennison Global Equity Opportunities Fund, HDFC Bank, ICICI Bank, GSEC and GSEC.

Fund Managers

  • Vivek Sharma
  • Anandha Padmanabhan Anjen
  • Puneet Pal
  • Vinay Paharia

Investment Objective

The investment objective of the scheme is to seek to generate long term capital appreciation and income from a portfolio of equity and equity related securities as well as fixed income securities. However, there can be no assurance that the investment objective of the Scheme will be achieved. The Scheme does not guarantee/ indicate any returns.

pgim-india-hybrid-equity-fund-dir-g

Frequently Asked Questions about PGIM India Aggressive Hybrid Equity Fund - Dir (G)

  1. Are {{fund_type}} risky?

    Balanced funds have moderate risk as they invest in both stocks and bonds, providing a mix of growth and stability.

  2. Should I invest in {{fund_type}}?

    Yes, if you seek a balanced approach with a mix of growth potential and income.

  3. How long should I stay invested in {{fund_type}}?

    Medium to long-term holding (3 to 5 years) is recommended to balance growth and income.

  4. Can I withdraw my investment from {{fund_type}} anytime?

    Yes, but for steady returns, holding for a few years is best.

  5. What are the expenses involved in {{fund_type}}?

    Expense ratios typically range from 1% to 1.5%, depending on the fund's mix.

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