Should I invest in PGIM India Aggressive Hybrid Equity Fund-Quarterly Divdend Option?

We don't give personal investment advice. PGIM India Aggressive Hybrid Equity Fund-Direct Plan-Quarterly Divdend 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.

PGIM India

PGIM India Aggressive Hybrid Equity Fund-Direct Plan-Quarterly Divdend Option

Latest NAV

₹21.5500

As of

5 Mar 2021

1,117 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	-0.78%	+6.60%	-7.38	57 / 58	Q4
1W	+1.99%	+5.20%	-3.21	5 / 58	Q1
2W	+0.80%	+6.18%	-5.39	14 / 58	Q1
1M	+3.21%	+5.07%	-1.86	4 / 58	Q1
3M	+8.07%	+4.49%	+3.58	6 / 58	Q1
6M	+22.72%	+1.53%	+21.20	5 / 58	Q1
YTD	+5.48%	+1.04%	+4.44	5 / 58	Q1
1Y	+22.93%	+5.41%	+17.53	5 / 58	Q1
2Y	+13.87%	+4.56%	+9.31	7 / 57	Q1
3Y	+9.09%	+10.78%	-1.69	32 / 58	Q3
4Y	+8.40%	+10.80%	-2.41	34 / 55	Q3
5Y	—	—	—	—	—
7Y	—	—	—	—	—
10Y	—	—	—	—	—
Inception	+8.66%	+8.46%	+0.20	31 / 58	Q3

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
2021 YTD	+5.48%	+21.02%	-15.54	51 / 54
2020	+12.97%	+13.62%	-0.65	24 / 52
2019	+11.22%	+3.69%	+7.53	13 / 47
2018	-2.83%	-8.13%	+5.30	10 / 35
2017	+16.19%	+15.92%	+0.26	21 / 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

+4.43%

44 windows

min -13.9% · max 22.9%

70% positive

Limited basis — fund is young, so this average may be skewed by which 1Y windows happen to be available.

3-Year rolling

+3.88%

19 windows

min -2.6% · max 9.1%

84% positive

Limited basis — fund is young, so this average may be skewed by which 3Y windows happen to be available.

5-Year rolling

—

Insufficient history

7-Year rolling

—

Insufficient history

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

17.65%

3-year · annualised

Sharpe ratio

0.21

vs risk-free 6.5%

Sortino ratio

0.26

Downside-only deviation

Max drawdown

-31.26%

Jan 2020 → Mar 2020

% positive months

66.7%

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
5 Mar 2021	₹21.5500
4 Mar 2021	₹21.7200
3 Mar 2021	₹21.7700
2 Mar 2021	₹21.4600
1 Mar 2021	₹21.3600
26 Feb 2021	₹21.1300
25 Feb 2021	₹21.5900
24 Feb 2021	₹21.3900
23 Feb 2021	₹21.1300
22 Feb 2021	₹21.1000

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 05 Mar 2021, the NAV of PGIM India Aggressive Hybrid Equity Fund-Direct Plan-Quarterly Divdend Option is ₹21.5500. 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-Quarterly Divdend 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-Quarterly Divdend 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-Quarterly Divdend Option has delivered a absolute return of 22.93% — +17.53 pp ahead of the Aggressive Hybrid Fund category average of 5.41%. The fund ranks #5 of 58 in its category — the top (Q1) quartile.

Over the trailing 3-year window, PGIM India Aggressive Hybrid Equity Fund-Direct Plan-Quarterly Divdend Option has delivered a CAGR of 9.09% — -1.69 pp behind the Aggressive Hybrid Fund category average of 10.78%. The fund ranks #32 of 58 in its category — the third (Q3) quartile.

PGIM India Aggressive Hybrid Equity Fund-Direct Plan-Quarterly Divdend Option doesn't have a complete 5-year window yet (we need at least 5 year of NAVs). Check the shorter-window returns above.

₹1 lakh invested in PGIM India Aggressive Hybrid Equity Fund-Direct Plan-Quarterly Divdend Option exactly 3 years ago would be worth approximately ₹129,819 today — a multiplier of 1.30×, based on the 3-year CAGR of 9.09%. The category average over the same window would have grown ₹1 lakh to ₹135,938.

A ₹10,000 monthly SIP in PGIM India Aggressive Hybrid Equity Fund-Direct Plan-Quarterly Divdend Option over the last 3 years — total invested ₹360,000 — would be worth ₹452,043 today. That's an XIRR (money-weighted annualised return) of 15.35%.

PGIM India Aggressive Hybrid Equity Fund-Direct Plan-Quarterly Divdend Option doesn't yet have 10 years of NAVs. Over the longest available window (3-year SIP), ₹10,000/month would have grown to ₹452,043 — XIRR 15.35%.

On a 3-year basis, PGIM India Aggressive Hybrid Equity Fund-Direct Plan-Quarterly Divdend Option ranks #32 out of 58 funds in the Aggressive Hybrid Fund category — that places it in the third quartile (Q3) — below the median. The category average return over the same window is 10.78%; this fund delivered 9.09%.

The worst peak-to-trough decline PGIM India Aggressive Hybrid Equity Fund-Direct Plan-Quarterly Divdend Option has experienced over the last 3-year window is 31.26% — its NAV fell from a high on 17 Jan 2020 to a low on 23 Mar 2020. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 3-year rolling windows, PGIM India Aggressive Hybrid Equity Fund-Direct Plan-Quarterly Divdend Option averaged 3.88% (best 9.09%, worst -2.63%). 84% of rolling windows ended positive. The 3-year Sharpe ratio is 0.21 — weak risk-adjusted performance.

In calendar year 2020, PGIM India Aggressive Hybrid Equity Fund-Direct Plan-Quarterly Divdend Option returned 12.97% — lagging the Aggressive Hybrid Fund category average of 13.62% by 0.65 pp. It ranked #24 of 52 in its category that year.

PGIM India Aggressive Hybrid Equity Fund-Direct Plan-Quarterly Divdend 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-Quarterly Divdend 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.

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