PGIM India Aggressive Hybrid Equity Fund
Open in live screener →Key metrics
Further reading: Median maximum drawdown by fund category, measured across 1,767 funds
Trailing returns
| Period | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
|---|---|---|---|---|---|---|---|---|---|
| Return | -1.54% | -3.87% | -5.16% | -3.03% | -6.90% | 8.24% | 5.77% | 10.30% | 9.05% |
NAV history
About this fund
PGIM India Aggressive Hybrid Equity Fund is a hybrid fund offered by PGIM India Mutual Fund, classified under Hybrid as Hybrid Scheme - Aggressive Hybrid Fund. Hybrid funds sit between pure-equity and pure-debt funds on risk. Its latest NAV is ₹148.74, with assets under management of about ₹193 Cr (April - June 2026).
Further reading: What a category rank actually tells you
Performance analysis
Over the trailing one year, PGIM India Aggressive Hybrid Equity Fund has recorded a return of about -6.9%, with a three-year return of 8.2% and a five-year return of 5.8%. Its annualised volatility is 11.8% — moderate fluctuations — and its Sharpe ratio is -1.14, a measure of return per unit of risk taken. The direct-plan base expense ratio is 0.84%, deducted daily from the NAV.
Further reading: Reading a fund page: what each number does and doesn't say
Rolling returns
| Window | Avg | Median | Min | Max | % Pos | % >12 |
|---|---|---|---|---|---|---|
| 1Y | 10.97 | 8.63 | -24.83 | 69.42 | 80% | 39% |
| 3Y | 11.14 | 11.56 | -5.69 | 24.79 | 97% | 43% |
| 5Y | 11.74 | 11.80 | 5.52 | 21.62 | 100% | 47% |
| 7Y | 11.16 | 11.12 | 9.03 | 13.32 | 100% | 14% |
| 10Y | 9.88 | 10.04 | 9.05 | 10.50 | 100% | 0% |
Further reading: Why a single trailing return misleads, measured across 830 funds
Frequently asked questions
Compare with peers
Further reading: Every fund measured against the best performer in its own category
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | TER % |
|---|---|---|---|---|---|---|---|---|
| BANK OF INDIA AGGRESSIVE HYBRID FUND Hybrid Scheme - Aggressive Hybrid Fund | -5.92 | -2.40 | 1.83 | 8.36 | 14.77 | 13.59 | 15.30 | – |
| Bandhan Aggressive Hybrid Fund Hybrid Scheme - Aggressive Hybrid Fund | -3.62 | -2.50 | 0.35 | 0.42 | 13.23 | 10.36 | – | 0.46 |
| Navi Aggressive Hybrid Fund Hybrid Scheme - Aggressive Hybrid Fund | -2.81 | 0.79 | 4.60 | 5.15 | 11.72 | 10.43 | – | 0.49 |
| Invesco India Aggressive Hybrid Fund Hybrid Scheme - Aggressive Hybrid Fund | -2.08 | -2.70 | -2.13 | -8.49 | 10.12 | 8.72 | – | 0.66 |
| Axis Aggressive Hybrid Fund Hybrid Scheme - Aggressive Hybrid Fund | -3.15 | -3.11 | -1.73 | -3.95 | 8.64 | 5.68 | – | 0.93 |
| Groww Aggressive Hybrid Fund Hybrid Scheme - Aggressive Hybrid Fund | -3.36 | -3.63 | -3.13 | -6.37 | 7.92 | 6.70 | – | 1.23 |
| Mahindra Manulife Aggressive Hybrid Fund Hybrid Scheme - Aggressive Hybrid Fund | -4.77 | -6.04 | -5.81 | -8.42 | 9.85 | 9.93 | – | 0.51 |
| Union Aggressive Hybrid Fund Hybrid Scheme - Aggressive Hybrid Fund | -4.35 | -3.76 | -1.71 | -3.07 | 9.19 | 7.82 | – | 1.04 |
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | TER % |
|---|---|---|---|---|---|---|---|---|
| PGIM India Small Cap Fund Equity Scheme - Small Cap Fund | -8.16 | -1.94 | 7.17 | 4.59 | 13.45 | 11.23 | – | 0.55 |
| PGIM India Global Select Real Estate Securities Fund of Fund Other Scheme - FoF Overseas | -3.64 | -10.12 | -4.64 | 9.18 | 16.38 | – | – | 0.66 |
| PGIM India CRISIL IBX Gilt Index - Apr 2028 Fund Other Scheme - Index Funds | -0.12 | 0.55 | 1.81 | 4.30 | 7.17 | – | – | 0.39 |
| PGIM India Large and Midcap Fund Equity Scheme - Large & Mid Cap Fund | -5.04 | -4.68 | -1.82 | -6.12 | – | – | – | 0.59 |
| PGIM India Retirement Fund Solution Oriented Scheme - Retirement Fund | -6.04 | -5.38 | -0.17 | -4.92 | – | – | – | 0.83 |
| PGIM India Multi Cap Fund Equity Scheme - Multi Cap Fund | -6.44 | -3.37 | 1.47 | -0.86 | – | – | – | 0.66 |
| PGIM India Healthcare Fund Sectoral/Thematic - Pharma/Healthcare | -7.72 | -3.26 | 13.63 | 12.85 | – | – | – | 0.69 |
| PGIM India Multi Asset Allocation Fund Hybrid Scheme - Multi Asset Allocation Fund | -4.90 | -4.27 | -3.63 | – | – | – | – | 0.54 |
