Should I invest in PGIM India Aggressive Hybrid Equity Fund Wealth Plan?

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

PGIM India

PGIM India Aggressive Hybrid Equity Fund Wealth Plan- Growth Option

Latest NAV

₹30.0200

As of

28 Jul 2019

836 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	+0.00%	+11.67%	-11.67	11 / 11	Q4
1W	-0.37%	+10.37%	-10.73	2 / 11	Q1
2W	-2.02%	+11.13%	-13.15	11 / 11	Q4
1M	-3.35%	+9.95%	-13.30	11 / 11	Q4
3M	-2.94%	+9.16%	-12.10	8 / 11	Q3
6M	+2.74%	+7.07%	-4.33	2 / 11	Q1
YTD	+1.97%	+7.19%	-5.22	2 / 11	Q1
1Y	-3.13%	+8.97%	-12.10	8 / 11	Q3
2Y	+0.86%	+6.49%	-5.63	9 / 11	Q4
3Y	+4.46%	+11.47%	-7.01	10 / 11	Q4
4Y	—	—	—	—	—
5Y	—	—	—	—	—
7Y	—	—	—	—	—
10Y	—	—	—	—	—
Inception	+7.45%	+9.59%	-2.14	9 / 11	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
2019 YTD	+1.97%	+5.77%	-3.80	7 / 8
2018	-3.58%	-5.93%	+2.35	5 / 8
2017	+17.96%	+24.12%	-6.16	8 / 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

+6.62%

30 windows

min -6.7% · max 18.4%

80% positive

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

3-Year rolling

+7.13%

5 windows

min 4.5% · max 8.4%

100% 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

9.16%

3-year · annualised

Sharpe ratio

-0.19

vs risk-free 6.5%

Sortino ratio

-0.29

Downside-only deviation

Max drawdown

-11.28%

Aug 2018 → Oct 2018

% positive months

58.3%

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
PGIM India Aggressive Hybrid Equity Fund - Growth Option	PGIM India	₹125.4000	2 Jun 2026
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Sundaram	₹153.7561	3 Jun 2026

Recent NAVs

Date	NAV
28 Jul 2019	₹30.0200
26 Jul 2019	₹30.0200
25 Jul 2019	₹29.9800
24 Jul 2019	₹29.9900
23 Jul 2019	₹30.1300
22 Jul 2019	₹30.1300
19 Jul 2019	₹30.2900
18 Jul 2019	₹30.6700
17 Jul 2019	₹30.8600
16 Jul 2019	₹30.7900

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 28 Jul 2019, the NAV of PGIM India Aggressive Hybrid Equity Fund Wealth Plan- Growth Option is ₹30.0200. 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 Wealth Plan- 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 Wealth Plan- 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 Wealth Plan- Growth Option has delivered a absolute return of -3.13% — -12.1 pp behind the Aggressive Hybrid Fund category average of 8.97%. The fund ranks #8 of 11 in its category — the third (Q3) quartile.

Over the trailing 3-year window, PGIM India Aggressive Hybrid Equity Fund Wealth Plan- Growth Option has delivered a CAGR of 4.46% — -7.01 pp behind the Aggressive Hybrid Fund category average of 11.47%. The fund ranks #10 of 11 in its category — the bottom (Q4) quartile.

PGIM India Aggressive Hybrid Equity Fund Wealth Plan- Growth 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 Wealth Plan- Growth Option exactly 3 years ago would be worth approximately ₹113,971 today — a multiplier of 1.14×, based on the 3-year CAGR of 4.46%. The category average over the same window would have grown ₹1 lakh to ₹138,507.

A ₹10,000 monthly SIP in PGIM India Aggressive Hybrid Equity Fund Wealth Plan- Growth Option over the last 3 years — total invested ₹360,000 — would be worth ₹372,203 today. That's an XIRR (money-weighted annualised return) of 2.18%.

PGIM India Aggressive Hybrid Equity Fund Wealth Plan- Growth Option doesn't yet have 10 years of NAVs. Over the longest available window (3-year SIP), ₹10,000/month would have grown to ₹372,203 — XIRR 2.18%.

On a 3-year basis, PGIM India Aggressive Hybrid Equity Fund Wealth Plan- Growth Option ranks #10 out of 11 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 11.47%; this fund delivered 4.46%.

The worst peak-to-trough decline PGIM India Aggressive Hybrid Equity Fund Wealth Plan- Growth Option has experienced over the last 3-year window is 11.28% — its NAV fell from a high on 28 Aug 2018 to a low on 26 Oct 2018. 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 Wealth Plan- Growth Option averaged 7.13% (best 8.37%, worst 4.46%). 100% of rolling windows ended positive. The 3-year Sharpe ratio is -0.19 — negative risk-adjusted performance.

In calendar year 2018, PGIM India Aggressive Hybrid Equity Fund Wealth Plan- Growth Option returned -3.58% — beating the Aggressive Hybrid Fund category average of -5.93% by 2.35 pp. It ranked #5 of 8 in its category that year.

PGIM India Aggressive Hybrid Equity Fund Wealth Plan- 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 Wealth Plan- 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.

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