PGIM India Aggressive Hybrid Equity Fund · Regular · Growth
NAV
₹130.0900
as of 31 Jul 2026
Expense Ratio
2.34%
AUM
₹196 Cr
Lumpsum returns (CAGR)
- 1Y
- -0.26%
- 3Y
- +7.92%
- 5Y
- +6.86%
- Since Inception
- +12.09%
SIP returns (XIRR)
- 1Y
- +2.57%
- 3Y
- +5.45%
- 5Y
- +7.44%
- Since Inception
- +10.05%
What history actually did — last 10 years (Aug 2016 – Jul 2026)
A ₹5,000 monthly SIP for the last 10 years (Aug 2016 – Jul 2026)
Real NAV backtest
A ₹5,000 monthly SIP would be worth ₹9,32,318 today — ₹5,95,000 invested, 8.8% XIRR.
₹5,95,000
Invested
₹9,32,318
Value today
8.8%
XIRR (p.a.)
A ₹1,00,000 lumpsum, the last 10 years (Aug 2016 – Jul 2026)
Real NAV backtest
₹1,00,000 invested 10 years ago would be ₹2,25,108 today (8.5% CAGR).
A regular withdrawal plan (SWP)
Real NAV backtest
A ₹10,00,000 corpus withdrawing ₹5,000/month since Aug 2016 would still hold ₹13,18,764.
Buying the worst day
Real NAV backtest
₹1,00,000 invested on the worst market day of the last 10 years (Aug 2016 – Jul 2026) (22 Mar 2020) would be ₹2,61,382 today (2.61×).
Historical simulation using actual published NAVs for the stated period. Past performance may or may not be sustained in the future. Not investment advice.
Risk Metrics
Trailing 1 year, annualised-0.33
Sharpe Ratio
—
Alpha
—
Beta
-0.32
Sortino
10.19%
Std Dev
-13.22%
Max Drawdown
Performance Comparison
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Fund Details
Available transactions
Investment Objective
PGIM India Aggressive Hybrid Equity Fund · Regular · Growth aims to generate long-term capital appreciation with moderate income by investing 65-80% in equity and 20-35% in debt instruments. This asset allocation provides equity upside with a debt cushion during market downturns.
About This Fund
PGIM India Aggressive Hybrid Equity Fund · Regular · Growth is a Aggressive Hybrid mutual fund offered by PGIM India Mutual Fund. The fund has been operational for over 22 years. It manages assets worth ₹196 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY 50 Hybrid Composite Debt 65:35 Index. The current expense ratio is 2.34%.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •SIP investors who can benefit from rupee cost averaging during market fluctuations