Should I invest in PGIM India Aggressive Hybrid Equity Fund?

We don't give personal investment advice. PGIM India Aggressive Hybrid Equity Fund - Growth 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: 21.2%. 5-year CAGR: 6.93%.

PGIM India

PGIM India Aggressive Hybrid Equity Fund - Growth Option

Latest NAV

₹129.8300

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	+0.42%	+0.25%	+0.17	1 / 12	Q1
1W	-0.17%	+0.03%	-0.20	10 / 12	Q4
2W	+0.11%	+0.12%	-0.02	5 / 12	Q2
1M	+1.09%	+0.45%	+0.64	3 / 10	Q2
3M	+2.91%	+0.82%	+2.09	1 / 10	Q1
6M	+0.37%	-0.67%	+1.04	5 / 10	Q2
YTD	-0.98%	-2.03%	+1.05	5 / 10	Q2
1Y	-0.92%	-1.60%	+0.68	6 / 10	Q3
2Y	+2.08%	+1.13%	+0.95	5 / 10	Q2
3Y	+7.82%	+8.82%	-1.00	7 / 10	Q3
4Y	+10.90%	+11.90%	-1.00	6 / 9	Q3
5Y	+6.93%	+9.75%	-2.82	6 / 7	Q4
7Y	+9.90%	+11.30%	-1.41	6 / 7	Q4
10Y	+8.56%	+9.53%	-0.97	6 / 7	Q4
Inception	+9.22%	+7.96%	+1.26	7 / 12	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
2026 YTD	-0.98%	-2.48%	+1.49	4 / 9
2025	+3.74%	+4.25%	-0.52	7 / 9
2024	+14.50%	+16.22%	-1.73	7 / 9
2023	+16.72%	+19.93%	-3.22	7 / 9
2022	-3.86%	+3.88%	-7.74	8 / 8
2021	+22.20%	+24.49%	-2.29	6 / 7
2020	+11.27%	+9.22%	+2.04	5 / 7
2019	+9.64%	+5.77%	+3.87	4 / 8
2018	-3.50%	-5.93%	+2.43	4 / 8
2017	+17.96%	+24.12%	-6.16	7 / 8
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

+9.89%

115 windows

min -17.8% · max 47.7%

78% positive

3-Year rolling

+9.56%

90 windows

min -3.7% · max 21.1%

96% positive

5-Year rolling

+10.19%

66 windows

min 5.8% · max 18.0%

100% positive

7-Year rolling

+9.33%

42 windows

min 7.6% · max 11.1%

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

9.57%

3-year · annualised

Sharpe ratio

0.16

vs risk-free 6.5%

Sortino ratio

0.29

Downside-only deviation

Max drawdown

-13.22%

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 Premier Multi-Cap Fund-Dividend	HDFC	₹15.2580	17 Jul 2026
Nippon India Aggressive Hybrid Fund - Growth Plan	Nippon India	₹107.0611	17 Jul 2026
Edelweiss Nifty Enhancer Fund- Plan A-Growth Option	Edelweiss	₹64.6400	17 Jul 2026
Baroda BNP Paribas Aggressive Hybrid Fund- REGULAT PLAN -GROWTH OPTION	Baroda BNP Paribas	₹28.0480	17 Jul 2026
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Sundaram	₹159.5201	17 Jul 2026
WhiteOak Capital Aggressive Hybrid Fund Direct Plan Growth		₹10.3010	17 Jul 2026

Recent NAVs

Date	NAV
17 Jul 2026	₹129.8300
16 Jul 2026	₹129.2900
15 Jul 2026	₹129.5100
14 Jul 2026	₹129.2300
13 Jul 2026	₹129.7200
10 Jul 2026	₹130.0500
9 Jul 2026	₹129.1800
8 Jul 2026	₹128.3800
7 Jul 2026	₹130.0100
6 Jul 2026	₹130.5400

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 - Growth Option is ₹129.8300. It's a Aggressive Hybrid Fund from PGIM India, run as a Unknown plan Growth option. NAVs update once per business day from the AMFI feed.

PGIM India Aggressive Hybrid Equity Fund - Growth 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 - Growth 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 - Growth Option has delivered a absolute return of -0.92% — +0.68 pp ahead of the Aggressive Hybrid Fund category average of -1.60%. The fund ranks #6 of 10 in its category — the third (Q3) quartile.

Over the trailing 3-year window, PGIM India Aggressive Hybrid Equity Fund - Growth Option has delivered a CAGR of 7.82% — -1 pp behind the Aggressive Hybrid Fund category average of 8.82%. The fund ranks #7 of 10 in its category — the third (Q3) quartile.

Over the trailing 5-year window, PGIM India Aggressive Hybrid Equity Fund - Growth Option has delivered a CAGR of 6.93% — -2.82 pp behind the Aggressive Hybrid Fund category average of 9.75%. The fund ranks #6 of 7 in its category — the bottom (Q4) quartile.

₹1 lakh invested in PGIM India Aggressive Hybrid Equity Fund - Growth Option exactly 10 years ago would be worth approximately ₹227,413 today — a multiplier of 2.27×, based on the 10-year CAGR of 8.56%. The category average over the same window would have grown ₹1 lakh to ₹248,543.

A ₹10,000 monthly SIP in PGIM India Aggressive Hybrid Equity Fund - Growth Option over the last 5 years — total invested ₹600,000 — would be worth ₹723,373 today. That's an XIRR (money-weighted annualised return) of 7.41%.

A ₹10,000 monthly SIP for 10 years in PGIM India Aggressive Hybrid Equity Fund - Growth Option = ₹1,200,000 invested. It would currently be worth ₹1,896,157 (multiplier 1.58×). XIRR: 8.85%. 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 - Growth Option ranks #6 out of 7 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 9.75%; this fund delivered 6.93%.

The worst peak-to-trough decline PGIM India Aggressive Hybrid Equity Fund - Growth Option has experienced over the last 5-year window is 21.21% — 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 - Growth Option averaged 10.19% (best 17.98%, worst 5.77%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.07 — weak risk-adjusted performance.

In calendar year 2025, PGIM India Aggressive Hybrid Equity Fund - Growth Option returned 3.74% — lagging the Aggressive Hybrid Fund category average of 4.25% by 0.52 pp. It ranked #7 of 9 in its category that year.

PGIM India Aggressive Hybrid Equity Fund - Growth 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 - Growth 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: 21.2%. 5-year CAGR: 6.93%.

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