Should I invest in PGIM India Aggressive Hybrid Equity Fund?

We don't give personal investment advice. PGIM India Aggressive Hybrid Equity Fund - 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: 26.8%. 5-year CAGR: -1.90%.

PGIM India

PGIM India Aggressive Hybrid Equity Fund - Dividend Option

Latest NAV

₹13.9200

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	+0.36%	+0.27%	+0.09	14 / 34	Q2
1W	-0.22%	+0.10%	-0.32	23 / 34	Q3
2W	+0.07%	+0.11%	-0.04	20 / 34	Q3
1M	+1.09%	+1.33%	-0.24	23 / 34	Q3
3M	+2.88%	+1.78%	+1.10	6 / 34	Q1
6M	-8.30%	-1.13%	-7.17	32 / 33	Q4
YTD	-9.49%	-2.97%	-6.52	32 / 33	Q4
1Y	-9.43%	-2.16%	-7.28	29 / 33	Q4
2Y	-6.76%	-1.24%	-5.52	30 / 33	Q4
3Y	-1.53%	+7.06%	-8.59	30 / 33	Q4
4Y	+1.41%	+9.03%	-7.62	30 / 32	Q4
5Y	-1.90%	+7.52%	-9.42	30 / 30	Q4
7Y	+1.56%	+9.73%	-8.17	28 / 30	Q4
10Y	-0.41%	+7.68%	-8.10	29 / 29	Q4
Inception	+0.35%	+6.55%	-6.20	30 / 34	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	-9.49%	-3.27%	-6.22	30 / 31
2025	-5.24%	+2.10%	-7.34	30 / 31
2024	+4.46%	+12.84%	-8.38	31 / 31
2023	+7.14%	+17.18%	-10.04	30 / 31
2022	-10.62%	+1.09%	-11.71	29 / 31
2021	+19.97%	+23.51%	-3.54	22 / 31
2020	+7.09%	+10.62%	-3.52	20 / 31
2019	-0.86%	+3.54%	-4.40	25 / 32
2018	-15.72%	-7.66%	-8.06	31 / 32
2017	+8.69%	+16.43%	-7.75	30 / 32
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

+1.11%

115 windows

min -25.7% · max 37.9%

50% positive

3-Year rolling

+0.91%

90 windows

min -13.3% · max 12.1%

63% positive

5-Year rolling

+1.86%

66 windows

min -3.0% · max 10.6%

67% positive

7-Year rolling

+0.75%

42 windows

min -0.9% · max 2.9%

74% 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

10.52%

3-year · annualised

Sharpe ratio

-0.71

vs risk-free 6.5%

Sortino ratio

-0.98

Downside-only deviation

Max drawdown

-25.24%

Sep 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
NIPPON INDIA AGGRESSIVE HYBRID FUND - SEGREGATED PORTFOLIO 2 - IDCW Option	Nippon India	₹0.0000	17 Jul 2026
SBI Magnum Balanced Fund - Dividend	SBI	₹66.9211	17 Jul 2026
ICICI Prudential Balanced Plan-Dividend	ICICI Prudential	₹43.5700	17 Jul 2026
FT India Balanced Fund-Dividend Plan	Franklin Templeton	₹28.4960	17 Jul 2026
Kotak Balance	Kotak Mahindra	₹38.2850	17 Jul 2026
DSP BlackRock Balanced Fund-Dividend	DSP BlackRock	₹27.0800	17 Jul 2026
Canara Robeco Balance - Dividend Plan	Canara Robeco	₹92.1900	17 Jul 2026
UTI â€“ Balanced Fund-Growth	UTI	₹408.2704	17 Jul 2026
PGIM India Aggressive Hybrid Equity Fund-Monthly Dividend Option	PGIM India	₹22.3600	17 Jul 2026
Birla Sun Life 95 Fund-Plan A (Dividend)	Birla Sun Life	₹172.1500	17 Jul 2026

Recent NAVs

Date	NAV
17 Jul 2026	₹13.9200
16 Jul 2026	₹13.8700
15 Jul 2026	₹13.8900
14 Jul 2026	₹13.8600
13 Jul 2026	₹13.9100
10 Jul 2026	₹13.9500
9 Jul 2026	₹13.8500
8 Jul 2026	₹13.7700
7 Jul 2026	₹13.9400
6 Jul 2026	₹14.0000

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 - Dividend Option is ₹13.9200. It's a Aggressive Hybrid Fund from PGIM India, run as a Unknown plan IDCW (dividend) option. NAVs update once per business day from the AMFI feed.

PGIM India Aggressive Hybrid Equity Fund - Dividend Option 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 - 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 - Dividend Option has delivered a absolute return of -9.43% — -7.28 pp behind the Aggressive Hybrid Fund category average of -2.16%. The fund ranks #29 of 33 in its category — the bottom (Q4) quartile.

Over the trailing 3-year window, PGIM India Aggressive Hybrid Equity Fund - Dividend Option has delivered a CAGR of -1.53% — -8.59 pp behind the Aggressive Hybrid Fund category average of 7.06%. The fund ranks #30 of 33 in its category — the bottom (Q4) quartile.

Over the trailing 5-year window, PGIM India Aggressive Hybrid Equity Fund - Dividend Option has delivered a CAGR of -1.90% — -9.42 pp behind the Aggressive Hybrid Fund category average of 7.52%. The fund ranks #30 of 30 in its category — the bottom (Q4) quartile.

₹1 lakh invested in PGIM India Aggressive Hybrid Equity Fund - Dividend Option exactly 10 years ago would be worth approximately ₹95,933 today — a multiplier of 0.96×, based on the 10-year CAGR of -0.41%. The category average over the same window would have grown ₹1 lakh to ₹209,676.

A ₹10,000 monthly SIP in PGIM India Aggressive Hybrid Equity Fund - Dividend Option over the last 5 years — total invested ₹600,000 — would be worth ₹561,622 today. That's an XIRR (money-weighted annualised return) of -2.60%.

A ₹10,000 monthly SIP for 10 years in PGIM India Aggressive Hybrid Equity Fund - Dividend Option = ₹1,200,000 invested. It would currently be worth ₹1,183,966 (multiplier 0.99×). XIRR: -0.27%. 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 - Dividend Option ranks #30 out of 30 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 7.52%; this fund delivered -1.90%.

The worst peak-to-trough decline PGIM India Aggressive Hybrid Equity Fund - Dividend Option has experienced over the last 5-year window is 26.75% — 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 - Dividend Option averaged 1.86% (best 10.60%, worst -3.04%). 67% of rolling windows ended positive. The 5-year Sharpe ratio is -0.63 — negative risk-adjusted performance.

In calendar year 2025, PGIM India Aggressive Hybrid Equity Fund - Dividend Option returned -5.24% — lagging the Aggressive Hybrid Fund category average of 2.10% by 7.34 pp. It ranked #30 of 31 in its category that year.

PGIM India Aggressive Hybrid Equity Fund - 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 - 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: 26.8%. 5-year CAGR: -1.90%.

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