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PGIM India Aggressive Hybrid Equity Fund-Direct Plan-Quarterly Divdend Option

PGIM India · Aggressive Hybrid
High
₹21.55
Current NAV
05 Mar 2021
19.3%
1Y Return
10.8%
3Y CAGR
13.8%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.93%.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.93).
  • Generates significant excess returns relative to benchmark index (Alpha: 2.93).
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term goals (under 3 years) where preserving the capital is the main priority.
  • Short-term trading or speculative investment horizons.
Risk Profile: High Risk
Low Moderate High Very High
Risk Metrics
1.93
Sharpe Ratio
1.53
Beta
2.93
Alpha
2.57
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Fund Details
Fund House PGIM India
Category Aggressive Hybrid
AUM ₹6480 Cr
Expense Ratio 0.93%
Min SIP ₹500
Min Lumpsum ₹1000
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