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PGIM India Aggressive Hybrid Equity Fund - Growth Option

(Erstwhile DHFL Pramerica Balanced Advantage Fund - Growth Option)

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Category: Hybrid: Aggressive
Launch Date: 29-01-2004
Asset Class: Mixed Asset
Benchmark: CRISIL Hybrid 35+65 Aggressive Index
Expense Ratio: 2.33% As on (30-06-2025)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 219.74 Cr As on (30-06-2025)
Turn over: 38
NAV as on 10-07-2025

131.22

-0.43 (-0.3277%)

CAGR Since Inception

12.74%

CRISIL Hybrid 35+65 Aggressive Index 12.22%

PERFORMANCE of PGIM India Aggressive Hybrid Equity Fund - Growth Option

Scheme Performance (%) Data as on - 11-07-2025

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
PGIM India Aggressive Hybrid Equity Fund - Growth Option 5.95 15.22 15.16 8.52 12.74
Benchmark - - - - -
Hybrid: Aggressive 3.95 17.19 18.72 11.7 13.19

Yearly Performance (%)

Nav Movement

Fund Managers

Mr. Vivek Sharma, Mr. Anandha Padmanabhan, Mr. Vinay Paharia, Mr. 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.

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 1.09 1.13 0.94 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 Aggressive Hybrid Equity Fund - Growth Option 29-01-2004 5.95 13.61 15.22 15.16 8.52
SBI Equity Hybrid Fund - Regular Plan -Growth 01-12-1995 9.83 18.01 16.34 17.44 12.22
Bandhan Aggressive Hybrid Fund-Regular Plan Growth 05-12-2016 9.03 17.51 17.05 19.62 0.0
DSP Aggressive Hybrid Fund- Regular Plan - Growth 26-05-1999 8.42 18.92 18.68 18.15 12.56
ICICI Prudential Equity & Debt Fund - Growth 05-11-1999 7.05 21.89 21.72 25.53 15.52
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth 19-07-2019 5.82 19.94 19.41 20.94 0.0
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option 12-08-2009 5.69 19.16 20.09 20.82 12.49
Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option 16-06-2009 5.69 19.21 20.17 20.88 12.54
Axis Aggressive Hybrid Fund - Regular Plan - Growth Option 05-08-2018 5.66 13.55 12.94 14.34 0.0
Invesco India Aggressive Hybrid Fund - Regular Plan - Growth 15-06-2018 5.55 20.41 18.92 17.33 0.0

Asset Allocation (%)

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

Portfolio as on