Should I invest in PGIM India Aggressive Hybrid Equity Fund?

We don't give personal investment advice. PGIM India Aggressive Hybrid Equity Fund - Direct Plan - Dividend is suitable for an investor whose:horizon is 3-5 years — too short for pure equity, too long for pure debtwants a single fund that automatically rebalances between equity and debtis comfortable trading some upside for lower volatility vs a pure equity fundCross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 26.0%. 5-year CAGR: -0.15%.

PGIM India

PGIM India Aggressive Hybrid Equity Fund - Direct Plan - Dividend

Latest NAV

₹24.1000

As of

2 Jun 2026

2,519 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	+0.54%	+6.60%	-6.06	7 / 58	Q1
1W	-1.03%	+5.20%	-6.23	16 / 58	Q2
2W	+0.29%	+6.18%	-5.89	16 / 58	Q2
1M	-0.74%	+5.07%	-5.81	18 / 58	Q2
3M	-8.26%	+4.49%	-12.75	52 / 58	Q4
6M	-12.84%	+1.53%	-14.37	57 / 58	Q4
YTD	-12.01%	+1.04%	-13.05	57 / 58	Q4
1Y	-8.88%	+5.41%	-14.29	54 / 58	Q4
2Y	-3.94%	+4.56%	-8.50	52 / 57	Q4
3Y	+0.42%	+10.78%	-10.36	57 / 58	Q4
4Y	+1.74%	+10.80%	-9.06	52 / 55	Q4
5Y	-0.15%	+9.86%	-10.01	52 / 52	Q4
7Y	+1.71%	+10.11%	-8.40	48 / 48	Q4
10Y	+0.80%	+8.06%	-7.26	31 / 31	Q4
Inception	+1.53%	+8.46%	-6.93	56 / 58	Q4

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	-12.01%	-6.04%	-5.97	49 / 50
2025	-3.86%	+7.92%	-11.78	48 / 56
2024	+6.10%	+14.90%	-8.80	52 / 56
2023	+8.80%	+18.81%	-10.01	50 / 56
2022	-9.27%	+1.96%	-11.23	50 / 53
2021	+21.71%	+21.02%	+0.68	30 / 54
2020	+8.34%	+13.62%	-5.28	33 / 52
2019	+0.73%	+3.69%	-2.96	32 / 47
2018	-14.77%	-8.13%	-6.63	30 / 35
2017	+10.19%	+15.92%	-5.73	32 / 35
2016	—	—	—	—

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+2.58%

113 windows

min -27.0% · max 43.2%

51% positive

3-Year rolling

+2.12%

89 windows

min -13.5% · max 14.1%

71% positive

5-Year rolling

+3.29%

64 windows

min -2.6% · max 8.7%

84% positive

7-Year rolling

+2.12%

40 windows

min 0.6% · max 4.4%

100% positive

Limited basis — fund is young, so this average may be skewed by which 7Y windows happen to be available.

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

13.51%

3-year · annualised

Sharpe ratio

-0.38

vs risk-free 6.5%

Sortino ratio

-0.47

Downside-only deviation

Max drawdown

-23.62%

Dec 2024 → Mar 2026

% positive months

58.3%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in Aggressive Hybrid Fund

Scheme	Fund house	NAV	As of
HDFC Hybrid Equity Fund - IDCW Option - Direct Plan	HDFC	₹17.2110	3 Jun 2026
NIPPON INDIA AGGRESSIVE HYBRID FUND - SEGREGATED PORTFOLIO 2 - DIRECT Plan - IDCW Option	Nippon India	₹0.0000	3 Jun 2026
SBI Equity Hybrid Fund - Direct Plan - Income Distribution cum Capital Withdrawal Option (IDCW)	SBI	₹99.9127	3 Jun 2026
ICICI Prudential Equity & Debt Fund - Direct Plan - Annual IDCW	ICICI Prudential	₹27.9300	3 Jun 2026
Invesco India Aggressive Hybrid Fund - Direct Plan - IDCW (Payout / Reinvestment)	Invesco	₹23.1247	3 Jun 2026
Bandhan Aggressive Hybrid Fund-Direct Plan IDCW	Bandhan	₹21.1180	3 Jun 2026
quant Aggressive Hybrid Fund-IDCW Option-Direct Plan	Quant	₹69.7436	3 Jun 2026
Aditya Birla Sun Life Equity Hybrid'95 Fund -DIRECT - IDCW	Aditya Birla Sun Life	₹281.8300	3 Jun 2026
Franklin India Aggressive Hybrid Fund - Direct - IDCW	Franklin India	₹32.9866	3 Jun 2026
Mirae Asset Aggressive Hybrid Fund - Direct Plan - IDCW	Mirae Asset	₹20.5210	3 Jun 2026

Recent NAVs

Date	NAV
2 Jun 2026	₹24.1000
1 Jun 2026	₹23.9700
29 May 2026	₹24.1700
27 May 2026	₹24.3900
26 May 2026	₹24.3500
25 May 2026	₹24.3600
22 May 2026	₹24.1800
21 May 2026	₹24.1600
20 May 2026	₹24.1400
19 May 2026	₹24.0300

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 02 Jun 2026, the NAV of PGIM India Aggressive Hybrid Equity Fund - Direct Plan - Dividend is ₹24.1000. It's a Aggressive Hybrid Fund from PGIM India, run as a Direct plan IDCW (dividend) option. NAVs update once per business day from the AMFI feed.

PGIM India Aggressive Hybrid Equity Fund - Direct Plan - Dividend has NAV history starting from 08 Mar 2016, a track record of about 10 years 2 months. That's enough history to evaluate the fund across one or two market cycles. Look at rolling returns rather than point-to-point to judge consistency.

PGIM India Aggressive Hybrid Equity Fund - Direct Plan - Dividend is managed by PGIM India. It's classified by AMFI under the 'Aggressive Hybrid Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, PGIM India Aggressive Hybrid Equity Fund - Direct Plan - Dividend has delivered a absolute return of -8.88% — -14.29 pp behind the Aggressive Hybrid Fund category average of 5.41%. The fund ranks #54 of 58 in its category — the bottom (Q4) quartile.

Over the trailing 3-year window, PGIM India Aggressive Hybrid Equity Fund - Direct Plan - Dividend has delivered a CAGR of 0.42% — -10.36 pp behind the Aggressive Hybrid Fund category average of 10.78%. The fund ranks #57 of 58 in its category — the bottom (Q4) quartile.

Over the trailing 5-year window, PGIM India Aggressive Hybrid Equity Fund - Direct Plan - Dividend has delivered a CAGR of -0.15% — -10.01 pp behind the Aggressive Hybrid Fund category average of 9.86%. The fund ranks #52 of 52 in its category — the bottom (Q4) quartile.

₹1 lakh invested in PGIM India Aggressive Hybrid Equity Fund - Direct Plan - Dividend exactly 10 years ago would be worth approximately ₹108,266 today — a multiplier of 1.08×, based on the 10-year CAGR of 0.80%. The category average over the same window would have grown ₹1 lakh to ₹217,039.

A ₹10,000 monthly SIP in PGIM India Aggressive Hybrid Equity Fund - Direct Plan - Dividend over the last 5 years — total invested ₹600,000 — would be worth ₹565,831 today. That's an XIRR (money-weighted annualised return) of -2.30%.

A ₹10,000 monthly SIP for 10 years in PGIM India Aggressive Hybrid Equity Fund - Direct Plan - Dividend = ₹1,200,000 invested. It would currently be worth ₹1,235,297 (multiplier 1.03×). XIRR: 0.57%. Long-horizon SIP results matter more than point-to-point returns because they smooth out entry timing.

On a 5-year basis, PGIM India Aggressive Hybrid Equity Fund - Direct Plan - Dividend ranks #52 out of 52 funds in the Aggressive Hybrid Fund category — that places it in the bottom quartile (Q4) — material underperformance. The category average return over the same window is 9.86%; this fund delivered -0.15%.

The worst peak-to-trough decline PGIM India Aggressive Hybrid Equity Fund - Direct Plan - Dividend has experienced over the last 5-year window is 26.01% — its NAV fell from a high on 18 Oct 2021 to a low on 20 Jun 2022. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 5-year rolling windows, PGIM India Aggressive Hybrid Equity Fund - Direct Plan - Dividend averaged 3.29% (best 8.69%, worst -2.59%). 84% of rolling windows ended positive. The 5-year Sharpe ratio is -0.43 — negative risk-adjusted performance.

In calendar year 2025, PGIM India Aggressive Hybrid Equity Fund - Direct Plan - Dividend returned -3.86% — lagging the Aggressive Hybrid Fund category average of 7.92% by 11.78 pp. It ranked #48 of 56 in its category that year.

PGIM India Aggressive Hybrid Equity Fund - Direct Plan - Dividend is a Hybrid scheme. Tax treatment follows its actual equity allocation as disclosed by the AMC: at least 65% equity behaves like an equity fund (12.5% LTCG over 12 months, 20% STCG); 35-65% equity often gets an equity-style treatment with a 24-month threshold; under 35% equity is taxed at slab rate like a debt fund. Check the AMC's latest factsheet for the current classification.

We don't give personal investment advice. PGIM India Aggressive Hybrid Equity Fund - Direct Plan - Dividend is suitable for an investor whose:

horizon is 3-5 years — too short for pure equity, too long for pure debt
wants a single fund that automatically rebalances between equity and debt
is comfortable trading some upside for lower volatility vs a pure equity fund

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 26.0%. 5-year CAGR: -0.15%.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.