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: 8.91%.

PGIM India

PGIM India Aggressive Hybrid Equity Fund - Direct Plan - Growth

Latest NAV

₹151.7900

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	+0.52%	+4.36%	-3.85	4 / 30	Q1
1W	-1.04%	+2.94%	-3.98	6 / 30	Q1
2W	+0.26%	+4.15%	-3.89	9 / 30	Q2
1M	-0.73%	+3.24%	-3.97	10 / 30	Q2
3M	+0.35%	+3.65%	-3.30	9 / 30	Q2
6M	-4.64%	+0.91%	-5.55	18 / 30	Q3
YTD	-3.73%	+0.57%	-4.30	12 / 30	Q2
1Y	-0.27%	+5.12%	-5.39	17 / 30	Q3
2Y	+5.22%	+6.03%	-0.81	11 / 30	Q2
3Y	+10.03%	+13.60%	-3.58	27 / 30	Q4
4Y	+11.33%	+13.47%	-2.13	22 / 29	Q4
5Y	+8.91%	+12.07%	-3.16	26 / 27	Q4
7Y	+10.66%	+13.22%	-2.57	21 / 25	Q4
10Y	+10.07%	+12.69%	-2.62	19 / 19	Q4
Inception	+10.66%	+12.86%	-2.20	27 / 30	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	-3.73%	-3.75%	+0.02	11 / 29
2025	+5.36%	+10.33%	-4.97	21 / 30
2024	+16.32%	+17.99%	-1.67	18 / 30
2023	+18.62%	+21.88%	-3.25	23 / 30
2022	-2.30%	+3.88%	-6.18	26 / 28
2021	+24.26%	+26.63%	-2.36	18 / 27
2020	+13.08%	+15.17%	-2.09	18 / 26
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

+11.58%

113 windows

min -21.3% · max 55.4%

82% positive

3-Year rolling

+11.00%

89 windows

min -4.3% · max 21.7%

98% positive

5-Year rolling

+11.93%

64 windows

min 6.7% · max 18.3%

100% positive

7-Year rolling

+11.02%

40 windows

min 9.8% · max 12.8%

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

9.80%

3-year · annualised

Sharpe ratio

0.36

vs risk-free 6.5%

Sortino ratio

0.61

Downside-only deviation

Max drawdown

-12.65%

Oct 2025 → Mar 2026

% positive months

63.9%

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	₹119.4090	3 Jun 2026
Nippon India Aggressive Hybrid Fund - Segregated Portfolio 2 - Direct Plan - Growth Plan	Nippon India	₹0.0000	3 Jun 2026
SBI EQUITY HYBRID FUND - DIRECT PLAN - Growth	SBI	₹341.4430	3 Jun 2026
ICICI Prudential Equity & Debt Fund - Direct Plan - Growth	ICICI Prudential	₹436.8700	3 Jun 2026
Invesco India Aggressive Hybrid Fund - Direct Plan - Growth	Invesco	₹23.2255	3 Jun 2026
Bandhan Aggressive Hybrid Fund-Direct Plan Growth	Bandhan	₹30.2350	3 Jun 2026
quant Aggressive Hybrid Fund-Growth Option-Direct Plan	Quant	₹503.5497	3 Jun 2026
Aditya Birla Sun Life Equity Hybrid'95 Fund - Direct Plan-Growth	Aditya Birla Sun Life	₹1,656.1400	3 Jun 2026
Franklin India Aggressive Hybrid Fund - Direct - Growth	Franklin India	₹297.9456	3 Jun 2026
Mirae Asset Aggressive Hybrid Fund - Direct Plan - Growth	Mirae Asset	₹37.9930	3 Jun 2026

Recent NAVs

Date	NAV
2 Jun 2026	₹151.7900
1 Jun 2026	₹151.0100
29 May 2026	₹152.2200
27 May 2026	₹153.6300
26 May 2026	₹153.3800
25 May 2026	₹153.4700
22 May 2026	₹152.2800
21 May 2026	₹152.1500
20 May 2026	₹152.0800
19 May 2026	₹151.3900

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 - Growth is ₹151.7900. 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 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 - 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 -0.27% — -5.39 pp behind the Aggressive Hybrid Fund category average of 5.12%. The fund ranks #17 of 30 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 10.03% — -3.58 pp behind the Aggressive Hybrid Fund category average of 13.60%. The fund ranks #27 of 30 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 8.91% — -3.16 pp behind the Aggressive Hybrid Fund category average of 12.07%. The fund ranks #26 of 27 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 ₹261,122 today — a multiplier of 2.61×, based on the 10-year CAGR of 10.07%. The category average over the same window would have grown ₹1 lakh to ₹330,355.

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 ₹737,152 today. That's an XIRR (money-weighted annualised return) of 8.16%.

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 ₹2,026,507 (multiplier 1.69×). XIRR: 10.11%. 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 27 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 12.07%; this fund delivered 8.91%.

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 11.93% (best 18.34%, worst 6.74%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.26 — 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 10.33% by 4.97 pp. It ranked #21 of 30 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: 8.91%.

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