Asset Sadhu
Funds/PGIM India Aggressive Hybrid Equity Fund

PGIM India Aggressive Hybrid Equity Fund

PGIM Mutual Fund·Aggressive Hybrid Fund·vs Nifty 500 TRI

The fund maintains a conservative tilt within the aggressive hybrid mandate, anchoring nearly 16 percent in sovereign debt while concentrating 46 percent across just ten holdings, dominated by banking and financials. The manager's recent pivot toward shorter-duration government securities and tactical T-bill additions, paired with selective equity exits like Persistent Systems, suggests a cautious stance on duration and valuation. This repositioning signals conviction to lock in yields while staying defensively positioned within core sectors, prioritizing stability over growth-oriented bets.

Portfolio analysis · April 2026

NAV & Returns

PlanNAV1M1Y3Y CAGR5Y CAGR
Primary₹126.3300+0.73%-2.46%+9.14%+8.36%
Returns above 1Y are CAGR. Direct plan rows highlighted. NAV from AMFI.

Portfolio Metrics(latest month)

Holdings
62
Top 5 Weight
30.86%
Top 10 Weight
46.10%
Max Position
11.16%
Conviction Bets
11
Gini
0.432
Large Cap
48.95%
Mid Cap
8.14%
Small Cap
6.65%
Top Sector
SOVEREIGN
Sector Count
31
HHI (bps)
33,867

vs Category Peers

Active Stock Picker
Active Share
64.15%
vs peer portfolio
Weight Overlap
33.32%
with avg peer
Cosine Similarity
0.572
portfolio angle
Peer Count
28
funds in category

Active Share = ½Σ|wfund − wpeer|, computed using leave-one-out peer portfolio within SEBI category.

Similar Funds in Category

Quant Aggressive Hybrid Fund
quant Mutual Fund
Holdings
28
Top 5
40.00%
Gini
0.441
Franklin India Aggressive Hybrid Fund
Franklin Templeton Mutual Fund
Holdings
68
Top 5
22.48%
Gini
0.419
Mahindra Manulife Aggressive Hybrid Fund
Mahindra Manulife Mutual Fund
Holdings
109
Top 5
20.04%
Gini
0.414
Nippon India Aggressive Hybrid Fund
Nippon India Mutual Fund
Holdings
119
Top 5
19.23%
Gini
0.455
Canara Robeco Equity Hybrid Fund
Canara Robeco Mutual Fund
Holdings
129
Top 5
17.31%
Gini
0.461
Groww Aggressive Hybrid Fund
Groww Mutual Fund
Holdings
96
Top 5
22.85%
Gini
0.469

What Changed2026-03-31 → 2026-04-30

Holdings: 65 → 66+4 added−3 removed25 weight shifts ≥ 0.1%
StockWeight
Tech Mahindra Ltd.0.54%
8.33% Government of India0.99%
91 DAYS TBILL RED 07-05-20261.22%
182 DAYS TBILL RED 09-07-20260.49%

Full Holdings

#Holding% to NAV
1
PGIM Jennison Global Equity Opportunities Fund
IE00BYV6MS67
11.16%
2
ICICI Bank Ltd.
INE090A01021
5.80%
3
HDFC Bank Ltd.
INE040A01034
5.52%
4
7.26% Government of India
IN0020220060
4.47%
5
Reliance Industries Ltd.
INE002A01018
3.91%
6
Union Bank of India ** #
INE692A16LF0
3.90%
7
Bharti Airtel Ltd.
INE397D01024
3.75%
8
Larsen & Toubro Ltd.
INE018A01030
3.00%
9
7.1% Government of India
IN0020240019
2.46%
10
Clearing Corporation of India Ltd.
nan
2.13%
11
State Bank of India
INE062A01020
2.07%
12
VARUN BEVERAGES LIMITED
INE200M01039
1.99%
13
Titan Company Ltd.
INE280A01028
1.94%
14
Bajaj Finance Ltd.
INE296A01032
1.93%
15
7.26% Government of India
IN0020220151
1.89%
16
Power Grid Corporation of India Ltd.
INE752E01010
1.71%
17
6.01% Government of India
IN0020250067
1.68%
18
Dixon Technologies (India) Ltd.
INE935N01020
1.65%
19
Infosys Ltd.
INE009A01021
1.36%
20
Ultratech Cement Ltd.
INE481G01011
1.36%

Sector Allocation

SOVEREIGN15.6%
nan13.7%
Banks13.4%
Consumer Durables4.6%
Petroleum Products3.9%
ICRA A1+3.9%
Telecom - Services3.8%
Finance3.2%
Pharmaceuticals & Biotechnology3.1%
IT - Software3.0%

Top 10 sectors by % to NAV. Excludes derivatives.

Frequently Asked Questions

How many stocks does PGIM India Aggressive Hybrid Equity Fund hold?

PGIM India Aggressive Hybrid Equity Fund holds 62 stocks as per the latest AMFI portfolio disclosure. The top 5 positions account for 30.86% of NAV.

What is the largest holding in PGIM India Aggressive Hybrid Equity Fund?

The largest position in PGIM India Aggressive Hybrid Equity Fund is PGIM Jennison Global Equity Opportunities Fund, accounting for 11.16% of NAV in the nan sector.

Is PGIM India Aggressive Hybrid Equity Fund a concentrated or diversified fund?

With a Gini coefficient of 0.432, PGIM India Aggressive Hybrid Equity Fund is well-diversified. The HHI concentration index is 33,867 bps, which is above the 2500 bps threshold for high concentration. The top 5 holdings together make up 30.86% of the portfolio.

What is the market cap allocation of PGIM India Aggressive Hybrid Equity Fund?

Based on SEBI's AMFI classification, PGIM India Aggressive Hybrid Equity Fund's equity portfolio is split as: Large Cap: 48.95%, Mid Cap: 8.14%, Small Cap: 6.65%. This reflects the fund's positioning within the market cap spectrum.

Which sectors does PGIM India Aggressive Hybrid Equity Fund invest in most?

PGIM India Aggressive Hybrid Equity Fund has the highest allocation to SOVEREIGN (15.57%), nan (13.70%), Banks (13.39%). The fund is invested across 31 sectors in total.

How actively managed is PGIM India Aggressive Hybrid Equity Fund compared to other Aggressive Hybrid Fund funds?

PGIM India Aggressive Hybrid Equity Fund has an Active Share of 64.15%, classifying it as "Active Stock Picker" among 28 Aggressive Hybrid Fund peers. This indicates a moderate level of differentiation from category peers.

What changed in PGIM India Aggressive Hybrid Equity Fund's portfolio in the latest month?

Between 2026-03-31 and 2026-04-30, PGIM India Aggressive Hybrid Equity Fund added 4 new stocks (including Tech Mahindra Ltd.) and exited 3 stocks (including 6.33% Government of India). Total holding count increased from 65 to 66 stocks.