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PGIM India Aggressive Hybrid Equity Fund - Growth Option

(Erstwhile DHFL Pramerica Balanced Advantage Fund - Growth Option)

Category: Hybrid: Aggressive
Launch Date: 29-01-2004
Asset Class: Mixed Asset
Benchmark: CRISIL Hybrid 35+65 - Aggressive Index
Expense Ratio: 2.38% As on (30-04-2026)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 189.91 Cr As on (31-03-2026)
Turn over: 0.22
NAV (₹): 126.45 ₹ -1.05 ( -0.8304%)
as on 11-05-2026
CAGR Since Inception - 12.05%
CRISIL Hybrid 35+65 - Aggressive Index - 11.92%

Fund Managers

Vivek Sharma, Anandha Padmanabhan Anjeneyan, Vinay Paharia, Puneet Pal


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.

PERFORMANCE of PGIM India Aggressive Hybrid Equity Fund - Growth Option

Scheme Performance (%) Data as on - 11-05-2026

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
PGIM India Aggressive Hybrid Equity Fund - Growth Option 1.3 9.3 7.95 8.77 12.05
Benchmark - - - - -
Hybrid: Aggressive 4.87 12.86 11.66 11.76 12.28

RETURNS CALCULATOR for PGIM India Aggressive Hybrid Equity Fund - Growth Option

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Key Performance and Risk Statistics of PGIM India Aggressive Hybrid Equity Fund - Growth Option

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
PGIM India Aggressive Hybrid Equity Fund - Growth Option 9.33 0.42 3.51 0.35 6.99 1.03
Hybrid: Aggressive - - - - - -

PEER COMPARISION

Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
PGIM India Aggr Hybrid Equity Fund Gr 29-01-2004 1.3 5.5 9.3 7.95 8.77
Bank of India Mid & Small Cap Equity & Debt Reg Gr 05-07-2016 16.93 9.75 20.25 17.15 0.0
quant Aggressive Hybrid Fund Gr Reg Plan 21-03-2001 13.81 5.76 14.51 13.46 15.75
HSBC Aggressive Hybrid Fund Reg Gr 01-01-2013 11.81 7.69 14.26 11.27 11.19
Bandhan Aggr Hyb Fund Reg Gr 05-12-2016 11.3 11.26 14.81 12.84 0.0
Kotak Aggressive Hybrid Fund Reg Gr 25-11-1999 9.59 9.11 14.25 12.95 13.01
Navi Aggressive Hybrid Reg Gr 23-04-2018 9.17 7.83 11.97 11.03 0.0
Mirae Asset Aggressive Hybrid Reg Gr 02-07-2015 7.21 8.14 12.41 11.14 12.55
ICICI Pru Equity & Debt Gr 05-11-1999 6.45 8.3 16.95 17.05 15.89
SBI Equity Hybrid Reg Gr 01-12-1995 6.42 9.44 13.62 11.63 12.28

Asset Allocation (%)

PORTFOLIO ANALYSIS of PGIM India Aggressive Hybrid Equity Fund - Growth Option

Portfolio as on

Top 10 Sectors in portfolio (%)

Top 10 Stocks in portfolio (%)