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PGIM India Mutual Fund

PGIM India Aggressive Hybrid Equity Fund - Direct Plan - Annual Dividend Option

Open Ended Schemes(Hybrid Scheme - Aggressive Hybrid Fund)High Risk★★★★★ISIN INF663L01ZC6
NAV · 05-Mar-2021
13.2700
1M
+3.19%
6M
+25.07%
1Y (CAGR)
+25.33%
3Y (CAGR)
5Y (CAGR)
Since inception (CAGR)
+10.16%

NAV history

9.0010.5812.1622-03-201805-03-202113.27
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Risk & SIP analytics

Volatility (3y)
17.82%
Downside dev (3y)
18.23%
Max drawdown (3y)
-31.2%
Calendar-year returns
2019 +8.2%2020 +13.1%

Fund facts

AUM₹2,018 Cr
Expense ratio0.8% · 2026-05-31
TER · AMFI officialDirect 0.92% · Regular 2.50% (2026-06-30)
Launch date15-Jan-2004
Plan typeOpen Ended · Hybrid
Min lumpsumRs. 5000/- and in multiples of Re. 1/- thereafter.
Lock-inNone
Volatility17.24
AMCPGIM India Asset Management Private Limite

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.

scheme documents ↗