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: -0.38%.

PGIM India

PGIM India Aggressive Hybrid Equity Fund - Direct Plan - Dividend

Latest NAV

₹25.0000

As of

17 Jul 2026

2,551 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	+0.44%	+0.20%	+0.24	7 / 55	Q1
1W	-0.12%	-0.16%	+0.04	29 / 55	Q3
2W	+0.20%	+0.10%	+0.11	24 / 55	Q2
1M	+1.21%	+0.84%	+0.37	28 / 55	Q3
3M	+3.31%	+1.61%	+1.70	10 / 55	Q1
6M	-7.54%	-0.75%	-6.79	51 / 55	Q4
YTD	-8.73%	-2.54%	-6.18	51 / 55	Q4
1Y	-8.05%	-0.18%	-7.87	52 / 55	Q4
2Y	-5.32%	+1.30%	-6.62	51 / 54	Q4
3Y	-0.03%	+9.24%	-9.27	55 / 55	Q4
4Y	+2.99%	+11.12%	-8.13	50 / 52	Q4
5Y	-0.38%	+9.61%	-9.99	49 / 49	Q4
7Y	+3.03%	+11.18%	-8.16	47 / 48	Q4
10Y	+1.07%	+7.86%	-6.79	32 / 33	Q4
Inception	+1.87%	+8.35%	-6.48	53 / 55	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	-8.73%	-2.48%	-6.24	49 / 50
2025	-3.86%	+1.24%	-5.10	45 / 53
2024	+6.10%	+15.74%	-9.64	52 / 53
2023	+8.80%	+19.87%	-11.07	50 / 53
2022	-9.27%	+2.08%	-11.35	47 / 50
2021	+21.71%	+22.26%	-0.55	30 / 51
2020	+8.34%	+14.45%	-6.11	33 / 49
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%

115 windows

min -24.4% · max 39.6%

53% positive

3-Year rolling

+2.35%

90 windows

min -12.1% · max 13.6%

70% positive

5-Year rolling

+3.29%

66 windows

min -1.8% · max 12.2%

88% positive

7-Year rolling

+2.18%

42 windows

min 0.5% · max 4.3%

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

10.51%

3-year · annualised

Sharpe ratio

-0.56

vs risk-free 6.5%

Sortino ratio

-0.81

Downside-only deviation

Max drawdown

-23.62%

Dec 2024 → Mar 2026

% positive months

44.4%

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	₹17.7700	17 Jul 2026
NIPPON INDIA AGGRESSIVE HYBRID FUND - SEGREGATED PORTFOLIO 2 - DIRECT Plan - IDCW Option	Nippon India	₹0.0000	17 Jul 2026
SBI Equity Hybrid Fund - Direct Plan - Income Distribution cum Capital Withdrawal Option (IDCW)	SBI	₹102.7411	17 Jul 2026
ICICI Prudential Equity & Debt Fund - Direct Plan - Annual IDCW	ICICI Prudential	₹29.1200	17 Jul 2026
Invesco India Aggressive Hybrid Fund - Direct Plan - IDCW (Payout / Reinvestment)	Invesco	₹24.2754	17 Jul 2026
Bandhan Aggressive Hybrid Fund-Direct Plan IDCW	Bandhan	₹21.9550	17 Jul 2026
quant Aggressive Hybrid Fund-IDCW Option-Direct Plan	Quant	₹72.3931	17 Jul 2026
Aditya Birla Sun Life Equity Hybrid'95 Fund -DIRECT - IDCW	Aditya Birla Sun Life	₹296.3500	17 Jul 2026
Franklin India Aggressive Hybrid Fund - Direct - IDCW	Franklin India	₹34.1499	17 Jul 2026
Mirae Asset Aggressive Hybrid Fund - Direct Plan - IDCW	Mirae Asset	₹21.2090	17 Jul 2026

Recent NAVs

Date	NAV
17 Jul 2026	₹25.0000
16 Jul 2026	₹24.8900
15 Jul 2026	₹24.9300
14 Jul 2026	₹24.8800
13 Jul 2026	₹24.9700
10 Jul 2026	₹25.0300
9 Jul 2026	₹24.8600
8 Jul 2026	₹24.7100
7 Jul 2026	₹25.0200
6 Jul 2026	₹25.1200

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 17 Jul 2026, the NAV of PGIM India Aggressive Hybrid Equity Fund - Direct Plan - Dividend is ₹25.0000. 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 4 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 -8.05% — -7.87 pp behind the Aggressive Hybrid Fund category average of -0.18%. The fund ranks #52 of 55 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 -0.03% — -9.27 pp behind the Aggressive Hybrid Fund category average of 9.24%. The fund ranks #55 of 55 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 -0.38% — -9.99 pp behind the Aggressive Hybrid Fund category average of 9.61%. The fund ranks #49 of 49 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 ₹111,210 today — a multiplier of 1.11×, based on the 10-year CAGR of 1.07%. The category average over the same window would have grown ₹1 lakh to ₹213,017.

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 ₹584,098 today. That's an XIRR (money-weighted annualised return) of -1.06%.

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 ₹1,276,734 (multiplier 1.06×). XIRR: 1.22%. 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 #49 out of 49 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 9.61%; this fund delivered -0.38%.

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 12.16%, worst -1.79%). 88% of rolling windows ended positive. The 5-year Sharpe ratio is -0.51 — 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 1.24% by 5.10 pp. It ranked #45 of 53 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: -0.38%.

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