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PGIM India Aggressive Hybrid Equity Fund - Wealth Fund Growth Return

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  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
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Showing Funds Performance since Sep 07, 2020

PGIM India Aggressive Hybrid Equity Fund - Wealth Fund Growth Fund Overview

Min. investment

SIP ₹ & Lump. ₹25000

AUM (Fund size)

₹163 Cr

Lock In Period

N/A

Expense Ratio

2.85

Exit Load

1 per cent for redemption within 1 year of allotment.

Benchmark

Crisil Balanced Fund Index

PGIM India Aggressive Hybrid Equity Fund - Wealth Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.000.13126.76
6M0.002.29126.76
1Y0.004.86126.76
3Y0.0012.67126.76

Portfolio Analysis

  • Equity: 79.50%
  • Debt: 20.50%
  • Others
As on: 2019-06-30
View allocation % by

1. HDFC Bank Ltd.9.77%
2. ICICI Bank Ltd.6.72%
3. State Bank of India5.78%
4. Axis Bank Ltd.5.12%
5. Bajaj Finance Ltd.2.94%
6. Kotak Mahindra Bank Ltd.2.82%
7. City Union Bank Ltd.2.51%
8. HDFC Life Insurance Co Ltd.2.14%
9. Housing Development Finance Corporation Ltd.1.01%

1. Infosys Ltd.5.18%
2. Tata Consultancy Services Ltd.3.01%
3. Oracle Financial Services Software Ltd.1.19%
4. MAJESCO LTD0.20%

1. Reliance Industries Ltd.8.25%

1. ITC Ltd.4.55%

1. L&T Technology Services Ltd.1.99%
2. Thermax Ltd.1.05%

1. Larsen & Toubro Ltd.2.96%

1. Divi's Laboratories Ltd.1.18%
2. Aurobindo Pharma Ltd.0.82%

1. The Indian Hotels Company Ltd.1.08%
2. EIH Ltd.0.84%

1. Hindustan Unilever Ltd.0.99%
2. Asian Paints Ltd.0.84%

1. Shree Cements Ltd.1.34%
2. Ambuja Cements Ltd.0.39%

About Fund PGIM India Aggressive Hybrid Equity Fund - Wealth Fund Growth

PGIM India Aggressive Hybrid Equity Fund - Wealth Fund Growth managed by PGIM India Mutual Fund,is a Equity - Hybridscheme with Assets Under Management of ₹163 Crore. The fund benchmarks its performance against the Crisil Balanced Fund Index while maintaining an expense ratio of 2.85. Under the expert guidance of Kumaresh Ramakrishnan ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Kumaresh Ramakrishnan

Mr. Kumaresh did his Engineering from Mumbai University and MBA from NMIMS (Mumbai). He has work experience of more than 13 years in Indian Fixed Income Markets. Prior to this, he has worked with Society General (SG) as Senior Credit Analyst and also as Senior Rating Analyst with Credit Analysis & Research Ltd.(CARE).

Peer Comparison

Fund NameRatingsAUMExpense Ratio
Mahindra Manulife Balanced Advantage Fund Growth1903 CR2.47
WhiteOak Capital Balanced Advantage Fund Growth02,201 CR2.3
Quant Dynamic Asset Allocation Fund Growth0905 CR2.86
Union Multicap Fund Growth31,420 CR2.53
Fund Name1Y3Y
This FundMahindra Manulife Balanced Advantage Fund Growth2.592534.3303
This FundWhiteOak Capital Balanced Advantage Fund Growth3.085736.2428
This FundQuant Dynamic Asset Allocation Fund Growth-1.050846.4248
This FundUnion Multicap Fund Growth8.62451.0582

PGIM India Aggressive Hybrid Equity Fund - Wealth Fund Growth FAQs

PGIM India Aggressive Hybrid Equity Fund - Wealth Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of PGIM India Aggressive Hybrid Equity Fund - Wealth Fund Growth is 2.85. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

PGIM India Aggressive Hybrid Equity Fund - Wealth Fund Growth’s fund performance is as follows:
  • 1 Month : 0.00%
  • 6 Months : 0.00%
  • 1 Year : 0.00%
  • 3 Years : 0.00%
Returns of PGIM India Aggressive Hybrid Equity Fund - Wealth Fund Growth are updated daily based on NAV of ₹ as on undefined NaN,NaN. Since inception, the return has been 0.00%.

You can invest in PGIM India Aggressive Hybrid Equity Fund - Wealth Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of PGIM India Aggressive Hybrid Equity Fund - Wealth Fund Growth is ₹163 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in PGIM India Aggressive Hybrid Equity Fund - Wealth Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.