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: 7.17%.

PGIM India

PGIM India Aggressive Hybrid Equity Fund - Growth Option

Latest NAV

₹125.4000

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	+0.51%	+11.67%	-11.15	2 / 11	Q1
1W	-1.07%	+10.37%	-11.43	3 / 11	Q2
2W	+0.21%	+11.13%	-10.92	2 / 11	Q1
1M	-0.85%	+9.95%	-10.80	2 / 11	Q1
3M	-0.05%	+9.16%	-9.21	2 / 11	Q1
6M	-5.39%	+7.07%	-12.45	8 / 11	Q3
YTD	-4.36%	+7.19%	-11.55	8 / 11	Q3
1Y	-1.82%	+8.97%	-10.79	7 / 11	Q3
2Y	+3.58%	+6.49%	-2.91	6 / 11	Q3
3Y	+8.30%	+11.47%	-3.17	8 / 11	Q3
4Y	+9.56%	+12.05%	-2.48	8 / 10	Q4
5Y	+7.17%	+10.70%	-3.53	7 / 8	Q4
7Y	+8.89%	+10.31%	-1.42	6 / 7	Q4
10Y	+8.39%	+9.59%	-1.21	6 / 7	Q4
Inception	+8.97%	+9.59%	-0.62	8 / 11	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	-4.36%	-5.46%	+1.10	6 / 9
2025	+3.74%	+16.45%	-12.72	8 / 10
2024	+14.50%	+14.60%	-0.11	7 / 10
2023	+16.72%	+17.94%	-1.22	7 / 10
2022	-3.86%	+3.45%	-7.31	9 / 9
2021	+22.20%	+21.43%	+0.77	6 / 8
2020	+11.27%	+8.07%	+3.20	5 / 8
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

+9.86%

113 windows

min -22.6% · max 52.9%

78% positive

3-Year rolling

+9.27%

89 windows

min -5.7% · max 19.7%

96% positive

5-Year rolling

+10.18%

64 windows

min 5.1% · max 16.4%

100% positive

7-Year rolling

+9.28%

40 windows

min 8.1% · max 11.0%

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

9.78%

3-year · annualised

Sharpe ratio

0.20

vs risk-free 6.5%

Sortino ratio

0.33

Downside-only deviation

Max drawdown

-13.22%

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 Premier Multi-Cap Fund-Dividend	HDFC	₹14.8230	3 Jun 2026
Nippon India Aggressive Hybrid Fund - Growth Plan	Nippon India	₹102.9520	3 Jun 2026
Edelweiss Nifty Enhancer Fund- Plan A-Growth Option	Edelweiss	₹62.8400	3 Jun 2026
Baroda BNP Paribas Aggressive Hybrid Fund- REGULAT PLAN -GROWTH OPTION	Baroda BNP Paribas	₹27.2786	3 Jun 2026
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Sundaram	₹153.7561	3 Jun 2026

Recent NAVs

Date	NAV
2 Jun 2026	₹125.4000
1 Jun 2026	₹124.7600
29 May 2026	₹125.7800
27 May 2026	₹126.9600
26 May 2026	₹126.7500
25 May 2026	₹126.8300
22 May 2026	₹125.8700
21 May 2026	₹125.7600
20 May 2026	₹125.7100
19 May 2026	₹125.1400

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 - Growth Option is ₹125.4000. 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 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 - 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 -1.82% — -10.79 pp behind the Aggressive Hybrid Fund category average of 8.97%. The fund ranks #7 of 11 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 8.30% — -3.17 pp behind the Aggressive Hybrid Fund category average of 11.47%. The fund ranks #8 of 11 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 7.17% — -3.53 pp behind the Aggressive Hybrid Fund category average of 10.70%. The fund ranks #7 of 8 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 ₹223,730 today — a multiplier of 2.24×, based on the 10-year CAGR of 8.39%. The category average over the same window would have grown ₹1 lakh to ₹249,929.

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 ₹705,667 today. That's an XIRR (money-weighted annualised return) of 6.42%.

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 ₹1,847,764 (multiplier 1.54×). XIRR: 8.36%. 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 #7 out of 8 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 10.70%; this fund delivered 7.17%.

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 10.18% (best 16.43%, worst 5.10%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.10 — 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 16.45% by 12.72 pp. It ranked #8 of 10 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: 7.17%.

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