Previously Known As : Pgim India Hybrid Equity Fund
Pgim India Aggressive Hybrid Equity Fund Datagrid
Category Aggressive Hybrid Fund
BMSMONEY Rank 28
Rating
Growth Option 13-03-2026
NAV ₹119.9(R) -1.62% ₹144.63(D) -1.61%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular 2.05% 9.18% 7.38% 8.68% 8.64%
Direct 3.67% 10.93% 9.13% 10.44% 10.32%
Benchmark
SIP (XIRR) Regular -11.89% 2.24% 5.4% 7.84% 7.89%
Direct -10.44% 3.94% 7.15% 9.65% 9.64%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
0.55 0.28 0.6 -1.7% -0.42
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
8.67% -10.98% -8.07% 1.05 6.07%
Fund AUM As on: 30/12/2025 217 Cr
Top Aggressive Hybrid Fund
Fund Name Rank Rating
Icici Prudential Equity & Debt Fund 1
Bank of India Mid & Small Cap Equity & Debt Fund 2
Bandhan Aggressive Hybrid Fund 3
Mirae Asset Aggressive Hybrid Fund 4
Kotak Aggressive Hybrid Fund 5
UTI Aggressive Hybrid Fund 6

NAV Date: 13-03-2026

Scheme Name NAV Rupee Change Percent Change
PGIM India Hybrid Equity Fund - Dividend Option 14.07
-0.2300
-1.6100%
PGIM India Hybrid Equity Fund-Monthly Dividend Option 21.22
-0.3500
-1.6200%
PGIM India Hybrid Equity Fund-Direct Plan-Monthly Dividend Option 23.88
-0.3900
-1.6100%
PGIM India Hybrid Equity Fund - Direct Plan - Dividend 25.12
-0.4100
-1.6100%
PGIM India Hybrid Equity Fund - Growth Option 119.9
-1.9700
-1.6200%
PGIM India Hybrid Equity Fund - Direct Plan - Growth 144.63
-2.3600
-1.6100%

Review Date: 13-03-2026

Beginning of Analysis

PGIM India Aggressive Hybrid Equity Fund is the 12th ranked fund in the Aggressive Hybrid Fund category. The category has total 28 funds. The PGIM India Aggressive Hybrid Equity Fund has shown a very good past performence in Aggressive Hybrid Fund. The fund has a Jensen Alpha of -1.7% which is lower than the category average of 1.58%, showing poor performance. The fund has a Sharpe Ratio of 0.55 which is lower than the category average of 0.87.
The past performance of the fund may or may not be sustained in the future. The review is not investment advice nor is it a recommendation to buy or sell funds. The ranking is based on proprietary methodology developed by bmsmoney. The methodology is based on the past performance of the funds and does not guarantee future performance.
Aggressive Hybrid Mutual Funds

PGIM India Aggressive Hybrid Equity Fund Return Analysis

  • The fund has given a return of -6.35%, -8.4 and -8.51 in last one, three and six months respectively. In the same period the category average return was -6.34%, -7.16% and -5.42% respectively.
  • PGIM India Aggressive Hybrid Equity Fund has given a return of 3.67% in last one year. In the same period the Aggressive Hybrid Fund category average return was 6.94%.
  • The fund has given a return of 10.93% in last three years and ranked 26.0th out of twenty eight funds in the category. In the same period the Aggressive Hybrid Fund category average return was 14.15%.
  • The fund has given a return of 9.13% in last five years and ranked 26th out of twenty six funds in the category. In the same period the Aggressive Hybrid Fund category average return was 12.31%.
  • The fund has given a return of 10.32% in last ten years and ranked 18th out of eighteen funds in the category. In the same period the category average return was 12.98%.
  • The fund has given a SIP return of -10.44% in last one year whereas category average SIP return is -6.65%. The fund one year return rank in the category is 25th in 27 funds
  • The fund has SIP return of 3.94% in last three years and ranks 25th in 27 funds. Icici Prudential Equity & Debt Fund has given the highest SIP return (10.34%) in the category in last three years.
  • The fund has SIP return of 7.15% in last five years whereas category average SIP return is 9.86%.

PGIM India Aggressive Hybrid Equity Fund Risk Analysis

  • The fund has a standard deviation of 8.67 and semi deviation of 6.07. The category average standard deviation is 9.77 and semi deviation is 7.18.
  • The fund has a Value at Risk (VaR) of -10.98 and a maximum drawdown of -8.07. The category average VaR is -12.16 and the maximum drawdown is -12.77. The fund has a beta of 0.98 which shows that fund is less volatile than the benchmark.

Standard deviation measures the fund's return volatility and Semi deviation focuses on downside volatility. Value at Risk (VaR) is a measure of the risk of investments. Maximum Drawdown is the maximum loss from a peak to a trough of a portfolio. Beta measures the volatility of the fund compared to the benchmark. A beta of 1 indicates that the fund will move in line with the benchmark. A beta of more than 1 indicates that the fund will be more volatile than the benchmark and vice versa.


  • Very Good Performance in Aggressive Hybrid Fund Category
  • Good Performance in Aggressive Hybrid Fund Category
  • Poor Performance in Aggressive Hybrid Fund Category
  • Very Poor Performance in Aggressive Hybrid Fund Category

    • Investors beware: Mutual Fund investments are subject to market risks. Please read the scheme related documents carefully.

    Data Source: www.amfiindia.com

    SEBI Categorization


    KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
    1M Return % -6.46
    -6.42
    		-8.16 | -4.26 14 | 28 Good
    3M Return % -8.75
    -7.42
    		-10.77 | -3.32 25 | 28 Poor
    6M Return % -9.21
    -5.97
    		-11.16 | -3.26 26 | 28 Poor
    1Y Return % 2.05
    5.67
    		-0.78 | 11.32 26 | 28 Poor
    3Y Return % 9.18
    12.78
    		9.18 | 17.38 28 | 28 Poor
    5Y Return % 7.38
    10.99
    		7.38 | 17.29 26 | 26 Poor
    7Y Return % 8.68
    11.67
    		8.68 | 17.16 24 | 24 Poor
    10Y Return % 8.64
    11.77
    		8.64 | 15.98 18 | 18 Poor
    1Y SIP Return % -11.89
    -7.71
    		-16.16 | -2.98 26 | 28 Poor
    3Y SIP Return % 2.24
    4.95
    		2.24 | 9.66 28 | 28 Poor
    5Y SIP Return % 5.40
    8.52
    		5.40 | 13.90 26 | 26 Poor
    7Y SIP Return % 7.84
    11.26
    		7.84 | 17.17 24 | 24 Poor
    10Y SIP Return % 7.89
    11.12
    		7.89 | 15.88 18 | 18 Poor
    Standard Deviation 8.67
    9.77
    		8.29 | 14.01 4 | 28 Very Good
    Semi Deviation 6.07
    7.18
    		6.04 | 10.43 2 | 28 Very Good
    Max Drawdown % -8.07
    -12.77
    		-18.90 | -8.07 1 | 28 Very Good
    VaR 1 Y % -10.98
    -12.16
    		-18.71 | -8.35 13 | 28 Good
    Average Drawdown % -3.20
    -4.08
    		-7.65 | -2.33 4 | 28 Very Good
    Sharpe Ratio 0.55
    0.87
    		0.55 | 1.45 28 | 28 Poor
    Sterling Ratio 0.60
    0.65
    		0.46 | 0.93 19 | 28 Average
    Sortino Ratio 0.28
    0.43
    		0.25 | 0.79 27 | 28 Poor
    Jensen Alpha % -1.70
    1.58
    		-1.70 | 6.75 28 | 28 Poor
    Treynor Ratio -0.42
    -0.37
    		-0.43 | -0.31 27 | 28 Poor
    Modigliani Square Measure % 10.13
    12.65
    		10.13 | 17.28 28 | 28 Poor
    Alpha % -0.93
    2.13
    		-1.09 | 6.74 27 | 28 Poor
    Return data last Updated On : March 13, 2026.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Feb. 27, 2026
    KPIs: Key Performance Indicators

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    KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
    1M Return % -6.35 -6.34 -8.06 | -4.17 14 | 28 Good
    3M Return % -8.40 -7.16 -10.43 | -3.03 24 | 28 Poor
    6M Return % -8.51 -5.42 -10.48 | -2.67 26 | 28 Poor
    1Y Return % 3.67 6.94 0.82 | 12.83 25 | 28 Poor
    3Y Return % 10.93 14.15 10.26 | 18.66 26 | 28 Poor
    5Y Return % 9.13 12.31 9.13 | 17.96 26 | 26 Poor
    7Y Return % 10.44 12.98 10.12 | 18.54 22 | 24 Poor
    10Y Return % 10.32 12.98 10.32 | 16.89 18 | 18 Poor
    1Y SIP Return % -10.44 -6.65 -14.77 | -2.12 25 | 27 Poor
    3Y SIP Return % 3.94 6.20 3.17 | 10.34 25 | 27 Poor
    5Y SIP Return % 7.15 9.86 7.15 | 14.59 25 | 25 Poor
    7Y SIP Return % 9.65 12.65 9.62 | 17.86 22 | 23 Poor
    10Y SIP Return % 9.64 12.36 9.64 | 16.62 17 | 17 Poor
    Standard Deviation 8.67 9.77 8.29 | 14.01 4 | 28 Very Good
    Semi Deviation 6.07 7.18 6.04 | 10.43 2 | 28 Very Good
    Max Drawdown % -8.07 -12.77 -18.90 | -8.07 1 | 28 Very Good
    VaR 1 Y % -10.98 -12.16 -18.71 | -8.35 13 | 28 Good
    Average Drawdown % -3.20 -4.08 -7.65 | -2.33 4 | 28 Very Good
    Sharpe Ratio 0.55 0.87 0.55 | 1.45 28 | 28 Poor
    Sterling Ratio 0.60 0.65 0.46 | 0.93 19 | 28 Average
    Sortino Ratio 0.28 0.43 0.25 | 0.79 27 | 28 Poor
    Jensen Alpha % -1.70 1.58 -1.70 | 6.75 28 | 28 Poor
    Treynor Ratio -0.42 -0.37 -0.43 | -0.31 27 | 28 Poor
    Modigliani Square Measure % 10.13 12.65 10.13 | 17.28 28 | 28 Poor
    Alpha % -0.93 2.13 -1.09 | 6.74 27 | 28 Poor
    Return data last Updated On : March 13, 2026.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Feb. 27, 2026
    KPIs: Key Performance Indicators

    Disclaimer: Past performance may or may not be sustained in future and should not be used as a basis for comparison with other investments. Returns for periods above 1 year are annualised.


    Date Pgim India Aggressive Hybrid Equity Fund NAV Regular Growth Pgim India Aggressive Hybrid Equity Fund NAV Direct Growth
    13-03-2026 119.9 144.63
    12-03-2026 121.87 146.99
    11-03-2026 122.74 148.03
    10-03-2026 124.03 149.59
    09-03-2026 122.74 148.02
    06-03-2026 123.97 149.49
    05-03-2026 125.02 150.75
    04-03-2026 124.25 149.82
    02-03-2026 125.46 151.26
    27-02-2026 126.69 152.73
    26-02-2026 127.92 154.2
    25-02-2026 128.1 154.41
    24-02-2026 127.76 153.99
    23-02-2026 128.48 154.86
    20-02-2026 128.29 154.6
    19-02-2026 128.02 154.28
    18-02-2026 129.36 155.89
    17-02-2026 128.92 155.35
    16-02-2026 128.83 155.23
    13-02-2026 128.18 154.43

    Fund Launch Date: 15/Jan/2004
    Fund Category: Aggressive Hybrid Fund
    Investment Objective: The investment objective of the scheme is to seek to generate long term capital appreciation and income from a portfolio of equity and equity related securities as well as fixed income securities.
    Fund Description: An open ended hybrid scheme investing predominantly in equity and equity related instruments
    Fund Benchmark: CRISIL Hybrid 35+65 - Aggresive Index
    Source: Fund FactSheet

    Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.