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Aggressive Hybrid📊 NIFTY 50 Hybrid Composite Debt 65:35 Index(SEBI default)

PGIM India Aggressive Hybrid Equity Fund · Regular · Growth

PGIM India Mutual Fund

#18 of 30 (1Y)

NAV

₹127.7500

as of 16 Jun 2026

Expense Ratio

2.34%

AUM

₹206 Cr

Viewing Regular · Growth
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Lumpsum returns (CAGR)

1Y
-0.06%
3Y
+8.24%
5Y
+7.02%
Since Inception
+12.06%

SIP returns (XIRR)

1Y
-0.77%
3Y
+4.80%
5Y
+7.03%
Since Inception
+10.00%

SIP since inception — what ₹500/month became

Real NAV backtest from day one

₹1,34,000

Invested

₹4,52,139

Value today

9.8%

XIRR (p.a.)

500/month SIP from fund inception · Current value as of today

Try SIP Calculator with this fund's history

1,000 lumpsum at launch — value today

Invested on the fund's first NAV date

₹1,000

Invested

₹12,444

Value today

11.9%

CAGR (p.a.)

One-time investment at fund inception · Growth purely from NAV appreciation

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₹10L corpus with ₹5,000/month withdrawals since inception

Corpus is still growing despite monthly payouts

₹10,00,000

Initial corpus

₹13,40,000

Withdrawn

₹79,22,610

Corpus left

+₹82,62,610 net gain — withdrew ₹13,40,000 AND corpus grew

Plan your SWP with real NAV

₹6L corpus via 12-month STP from a liquid fund at inception

₹50K/month transferred from HDFC Liquid → this fund at launch

₹6,00,000

Invested

₹73,11,068

Value today

-2.1%

vs lumpsum

Direct lumpsum would have beaten STP by 2.1% — but STP reduced timing risk

Model your own STP with real NAV

₹1 lakh on the worst crash day — 22 Mar 2020

Worst single-day Nifty drop during this fund's life

₹1,00,000

Invested

₹2,50,030

Value today

2.5×

Multiple

Staying invested through that crash turned ₹1L into ₹2,50,030 — a 2.5× return

Read: Staying invested through crashes

Risk Metrics

Trailing 1 year, annualised

-0.50

Sharpe Ratio

Alpha

Beta

-0.48

Sortino

10.53%

Std Dev

-13.22%

Max Drawdown

Performance Comparison

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Fund Details

Fund HousePGIM India Mutual Fund
CategoryAggressive Hybrid
BenchmarkNIFTY 50 Hybrid Composite Debt 65:35 Index
Launch Date05 Feb 2004
AMFI Code138382
Transaction facts
Min. Lumpsum₹5,000
Min. SIP₹1,000
Exit LoadNA

Available transactions

PurchaseSIPRedeemSWPSwitchSTPDemat

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 ₹206 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