Should I invest in PGIM India Aggressive Hybrid Equity Fund-Monthly Dividend Option?

We don't give personal investment advice. PGIM India Aggressive Hybrid Equity Fund-Direct Plan-Monthly Dividend Option 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: 24.3%. 5-year CAGR: 0.35%.

PGIM India

PGIM India Aggressive Hybrid Equity Fund-Direct Plan-Monthly Dividend Option

Latest NAV

₹24.5500

As of

2 Jun 2026

2,403 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	+0.53%	+6.60%	-6.07	8 / 58	Q1
1W	-1.05%	+5.20%	-6.25	20 / 58	Q2
2W	-0.41%	+6.18%	-6.59	29 / 58	Q2
1M	-1.41%	+5.07%	-6.47	25 / 58	Q2
3M	-1.68%	+4.49%	-6.17	25 / 58	Q2
6M	-8.53%	+1.53%	-10.06	43 / 58	Q3
YTD	-7.01%	+1.04%	-8.05	37 / 58	Q3
1Y	-8.22%	+5.41%	-13.63	52 / 58	Q4
2Y	-3.37%	+4.56%	-7.93	50 / 57	Q4
3Y	+0.98%	+10.78%	-9.79	56 / 58	Q4
4Y	+2.35%	+10.80%	-8.45	51 / 55	Q4
5Y	+0.35%	+9.86%	-9.52	51 / 52	Q4
7Y	+1.71%	+10.11%	-8.40	47 / 48	Q4
10Y	—	—	—	—	—
Inception	+0.68%	+8.46%	-7.78	57 / 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	-7.01%	-6.04%	-0.97	32 / 50
2025	-3.19%	+7.92%	-11.11	47 / 56
2024	+6.48%	+14.90%	-8.42	51 / 56
2023	+8.99%	+18.81%	-9.82	48 / 56
2022	-9.37%	+1.96%	-11.34	51 / 53
2021	+15.40%	+21.02%	-5.63	47 / 54
2020	+3.59%	+13.62%	-10.02	44 / 52
2019	+0.00%	+3.69%	-3.69	33 / 47
2018	-11.95%	-8.13%	-3.82	27 / 35
2017	+9.77%	+15.92%	-6.16	33 / 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

+1.94%

107 windows

min -29.1% · max 43.2%

48% positive

3-Year rolling

+1.89%

83 windows

min -13.6% · max 12.6%

73% positive

5-Year rolling

+2.70%

59 windows

min -2.8% · max 9.1%

76% positive

Limited basis — fund is young, so this average may be skewed by which 5Y windows happen to be available.

7-Year rolling

+1.81%

34 windows

min 0.5% · max 3.4%

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

9.73%

3-year · annualised

Sharpe ratio

-0.52

vs risk-free 6.5%

Sortino ratio

-0.73

Downside-only deviation

Max drawdown

-19.35%

Sep 2024 → Mar 2026

% positive months

55.6%

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	₹24.5500
1 Jun 2026	₹24.4200
29 May 2026	₹24.6200
27 May 2026	₹24.8500
26 May 2026	₹24.8100
25 May 2026	₹24.8200
22 May 2026	₹24.6300
21 May 2026	₹24.6100
20 May 2026	₹24.6000
19 May 2026	₹24.6500

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-Monthly Dividend Option is ₹24.5500. 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-Monthly Dividend Option has NAV history starting from 26 Aug 2016, a track record of about 9 years 9 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-Monthly Dividend Option 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-Monthly Dividend Option has delivered a absolute return of -8.22% — -13.63 pp behind the Aggressive Hybrid Fund category average of 5.41%. The fund ranks #52 of 58 in its category — the bottom (Q4) quartile.

Over the trailing 3-year window, PGIM India Aggressive Hybrid Equity Fund-Direct Plan-Monthly Dividend Option has delivered a CAGR of 0.98% — -9.79 pp behind the Aggressive Hybrid Fund category average of 10.78%. The fund ranks #56 of 58 in its category — the bottom (Q4) quartile.

Over the trailing 5-year window, PGIM India Aggressive Hybrid Equity Fund-Direct Plan-Monthly Dividend Option has delivered a CAGR of 0.35% — -9.52 pp behind the Aggressive Hybrid Fund category average of 9.86%. The fund ranks #51 of 52 in its category — the bottom (Q4) quartile.

₹1 lakh invested in PGIM India Aggressive Hybrid Equity Fund-Direct Plan-Monthly Dividend Option exactly 5 years ago would be worth approximately ₹101,740 today — a multiplier of 1.02×, based on the 5-year CAGR of 0.35%. The category average over the same window would have grown ₹1 lakh to ₹160,059.

A ₹10,000 monthly SIP in PGIM India Aggressive Hybrid Equity Fund-Direct Plan-Monthly Dividend Option over the last 5 years — total invested ₹600,000 — would be worth ₹588,430 today. That's an XIRR (money-weighted annualised return) of -0.77%.

PGIM India Aggressive Hybrid Equity Fund-Direct Plan-Monthly Dividend Option doesn't yet have 10 years of NAVs. Over the longest available window (7-year SIP), ₹10,000/month would have grown to ₹878,053 — XIRR 1.25%.

On a 5-year basis, PGIM India Aggressive Hybrid Equity Fund-Direct Plan-Monthly Dividend Option ranks #51 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 0.35%.

The worst peak-to-trough decline PGIM India Aggressive Hybrid Equity Fund-Direct Plan-Monthly Dividend Option has experienced over the last 5-year window is 24.25% — 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-Monthly Dividend Option averaged 2.70% (best 9.10%, worst -2.78%). 76% of rolling windows ended positive. The 5-year Sharpe ratio is -0.52 — negative risk-adjusted performance.

In calendar year 2025, PGIM India Aggressive Hybrid Equity Fund-Direct Plan-Monthly Dividend Option returned -3.19% — lagging the Aggressive Hybrid Fund category average of 7.92% by 11.11 pp. It ranked #47 of 56 in its category that year.

PGIM India Aggressive Hybrid Equity Fund-Direct Plan-Monthly Dividend Option 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-Monthly Dividend Option 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: 24.3%. 5-year CAGR: 0.35%.

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