PGIM India Aggresive Hybrid Equity Fund Direct Growth

PGIM India Aggresive Hybrid Equity Fund Direct Growth is a hybrid fund. This fund was started on 1 January, 2013. The fund is managed by Anandha Padmanabhan Anjeneyan, Puneet Pal, Vinay Paharia. This fund gives you the benefit of diversification.

1. PGIM India Aggresive Hybrid Equity Fund Direct Growth has ₹214 Cr worth of assets under management (AUM) as on May 2025 and is more than category average.
2. The fund has an expense ratio 0.8.
   

PGIM India Aggresive Hybrid Equity Fund Direct Growth has given a CAGR return of 12.04% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 7.03%, 18.10% and 17.24% respectively.

PGIM India Aggresive Hybrid Equity Fund Direct Growth has allocated its funds majorly in Government, Financial Services, Cash Equivalent, Tech, Consumer Cyclical, Industrial, Health, Communication, Consumer Defensive, Energy, Basic Materials.

As it is a aggressive allocation mutual fund the taxation is as follows:
If the fund is equity oriented i.e. asset allocation of more than 65% in equity instruments:
For short term (less than a year) capital gains will be taxed at 20%
For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefit
Long term gains up to Rs 1 lakh are exempt from taxation (more than 12 months).

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.

Minimum investment for lump sum payment is INR 5000.00 and for SIP is INR 1000.00. PGIM India Aggresive Hybrid Equity Fund Direct Growth has no lock in period.