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 - Growth 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: 20.4%. 5-year CAGR: 8.66%.

PGIM India

PGIM India Aggressive Hybrid Equity Fund - Direct Plan - Growth

Latest NAV

₹157.4600

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.

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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	+0.42%	+0.29%	+0.14	5 / 29	Q1
1W	-0.14%	+0.03%	-0.16	18 / 29	Q3
2W	+0.17%	+0.22%	-0.05	13 / 29	Q2
1M	+1.22%	+1.54%	-0.31	19 / 29	Q3
3M	+3.31%	+2.64%	+0.68	7 / 29	Q1
6M	+1.16%	+1.49%	-0.33	10 / 29	Q2
YTD	-0.13%	+0.06%	-0.19	11 / 29	Q2
1Y	+0.65%	+2.38%	-1.72	19 / 29	Q3
2Y	+3.69%	+3.64%	+0.06	16 / 29	Q3
3Y	+9.54%	+12.52%	-2.98	27 / 29	Q4
4Y	+12.69%	+14.19%	-1.49	20 / 28	Q3
5Y	+8.66%	+11.95%	-3.29	26 / 26	Q4
7Y	+11.68%	+14.38%	-2.70	22 / 25	Q4
10Y	+10.26%	+12.69%	-2.44	18 / 19	Q4
Inception	+10.92%	+13.04%	-2.13	27 / 29	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	-0.13%	+0.06%	-0.19	11 / 29
2025	+5.36%	+6.34%	-0.98	20 / 29
2024	+16.32%	+18.61%	-2.29	18 / 29
2023	+18.62%	+22.63%	-4.01	23 / 29
2022	-2.30%	+4.02%	-6.32	25 / 27
2021	+24.26%	+27.65%	-3.39	18 / 26
2020	+13.08%	+15.77%	-2.69	18 / 25
2019	+11.34%	+9.11%	+2.23	11 / 24
2018	-2.17%	-1.88%	-0.29	12 / 20
2017	+19.69%	+25.86%	-6.18	18 / 20
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

+11.62%

115 windows

min -16.5% · max 50.2%

83% positive

3-Year rolling

+11.30%

90 windows

min -2.2% · max 23.1%

96% positive

5-Year rolling

+11.95%

66 windows

min 7.4% · max 19.9%

100% positive

7-Year rolling

+11.07%

42 windows

min 9.2% · max 12.9%

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

9.59%

3-year · annualised

Sharpe ratio

0.33

vs risk-free 6.5%

Sortino ratio

0.61

Downside-only deviation

Max drawdown

-12.65%

Oct 2025 → Mar 2026

% positive months

52.8%

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 - Growth Option - Direct Plan	HDFC	₹125.0360	17 Jul 2026
Nippon India Aggressive Hybrid Fund - Segregated Portfolio 2 - Direct Plan - Growth Plan	Nippon India	₹0.0000	17 Jul 2026
SBI EQUITY HYBRID FUND - DIRECT PLAN - Growth	SBI	₹351.1088	17 Jul 2026
ICICI Prudential Equity & Debt Fund - Direct Plan - Growth	ICICI Prudential	₹455.6100	17 Jul 2026
Invesco India Aggressive Hybrid Fund - Direct Plan - Growth	Invesco	₹24.3811	17 Jul 2026
Bandhan Aggressive Hybrid Fund-Direct Plan Growth	Bandhan	₹31.6700	17 Jul 2026
quant Aggressive Hybrid Fund-Growth Option-Direct Plan	Quant	₹522.6806	17 Jul 2026
Aditya Birla Sun Life Equity Hybrid'95 Fund - Direct Plan-Growth	Aditya Birla Sun Life	₹1,741.4600	17 Jul 2026
Franklin India Aggressive Hybrid Fund - Direct - Growth	Franklin India	₹310.4604	17 Jul 2026
Mirae Asset Aggressive Hybrid Fund - Direct Plan - Growth	Mirae Asset	₹39.4540	17 Jul 2026

Recent NAVs

Date	NAV
17 Jul 2026	₹157.4600
16 Jul 2026	₹156.8000
15 Jul 2026	₹157.0600
14 Jul 2026	₹156.7100
13 Jul 2026	₹157.3000
10 Jul 2026	₹157.6800
9 Jul 2026	₹156.6100
8 Jul 2026	₹155.6400
7 Jul 2026	₹157.6100
6 Jul 2026	₹158.2400

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 - Growth is ₹157.4600. It's a Aggressive Hybrid Fund from PGIM India, run as a Direct plan Growth option. NAVs update once per business day from the AMFI feed.

PGIM India Aggressive Hybrid Equity Fund - Direct Plan - Growth 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 - Growth 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 - Growth has delivered a absolute return of 0.65% — -1.72 pp behind the Aggressive Hybrid Fund category average of 2.38%. The fund ranks #19 of 29 in its category — the third (Q3) quartile.

Over the trailing 3-year window, PGIM India Aggressive Hybrid Equity Fund - Direct Plan - Growth has delivered a CAGR of 9.54% — -2.98 pp behind the Aggressive Hybrid Fund category average of 12.52%. The fund ranks #27 of 29 in its category — the bottom (Q4) quartile.

Over the trailing 5-year window, PGIM India Aggressive Hybrid Equity Fund - Direct Plan - Growth has delivered a CAGR of 8.66% — -3.29 pp behind the Aggressive Hybrid Fund category average of 11.95%. The fund ranks #26 of 26 in its category — the bottom (Q4) quartile.

₹1 lakh invested in PGIM India Aggressive Hybrid Equity Fund - Direct Plan - Growth exactly 10 years ago would be worth approximately ₹265,486 today — a multiplier of 2.65×, based on the 10-year CAGR of 10.26%. The category average over the same window would have grown ₹1 lakh to ₹330,370.

A ₹10,000 monthly SIP in PGIM India Aggressive Hybrid Equity Fund - Direct Plan - Growth over the last 5 years — total invested ₹600,000 — would be worth ₹755,626 today. That's an XIRR (money-weighted annualised return) of 9.16%.

A ₹10,000 monthly SIP for 10 years in PGIM India Aggressive Hybrid Equity Fund - Direct Plan - Growth = ₹1,200,000 invested. It would currently be worth ₹2,079,899 (multiplier 1.73×). XIRR: 10.60%. 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 - Growth ranks #26 out of 26 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 11.95%; this fund delivered 8.66%.

The worst peak-to-trough decline PGIM India Aggressive Hybrid Equity Fund - Direct Plan - Growth has experienced over the last 5-year window is 20.38% — 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 - Growth averaged 11.95% (best 19.92%, worst 7.42%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.21 — weak risk-adjusted performance.

In calendar year 2025, PGIM India Aggressive Hybrid Equity Fund - Direct Plan - Growth returned 5.36% — lagging the Aggressive Hybrid Fund category average of 6.34% by 0.98 pp. It ranked #20 of 29 in its category that year.

PGIM India Aggressive Hybrid Equity Fund - Direct Plan - Growth 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 - Growth 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: 20.4%. 5-year CAGR: 8.66%.

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