PGIM India Aggressive Hybrid Equity Fund - Direct Plan has delivered 30.31% absolute return over the last 5 years.
The average return for Aggressive funds is 59.52% .
This fund ranks #28 in its category based on 5-year returns.
The largest portfolio holding is TREPS with a portfolio weight of 7.00% .
The fund currently owns more than 66 stocks.
The top 10 holdings account for 44.18% of total assets.
Based on portfolio allocation, this fund appears moderately concentrated compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 4.77% | -3.09% |
| 2 Year Return | 29.79% | 8.90% |
| 3 Year Return | 43.76% | 24.89% |
| 4 Year Return | 95.35% | 44.78% |
| 5 Year Return | 108.85% | 59.52% |
| 6 Year Return | 118.64% | 94.54% |
| 7 Year Return | 171.48% | 119.15% |
| Expense Ratio | 0.68% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 |
7.00%
|
||
| 2 | Finance - Banks - Private Sector |
6.67%
|
|
| 3 | Financials |
6.52%
|
|
| 4 |
4.51%
|
||
| 5 | Communication Services |
3.88%
|
|
| 6 | Finance - Banks - Private Sector |
3.80%
|
|
| 7 | Energy |
3.54%
|
|
| 8 | Industrials |
2.91%
|
|
| 9 | Information Technology |
2.87%
|
|
| 10 |
2.48%
|
||
| 11 | Non-Banking Financial Company (NBFC) |
2.33%
|
|
| 12 | Financials |
2.27%
|
AMC: PGIMINDIA
Category: Hybrid • Aggressive
Launch Date: 01 Jan 2013
Fund Manager: Mr. Anandha Padmanabhan
Minimum Purchase: ₹5,000
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.
Lock-in: 1
Risk: Moderate Risk
PGIM India Aggressive Hybrid Equity Fund - Direct Plan is managed by PGIMINDIA and belongs to the Hybrid category.
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
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