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OmniAsset › Mutual funds › PGIM India Aggressive Hybrid Equity Fund

PGIM India Aggressive Hybrid Equity Fund

Aggressive Hybrid fund benchmarked to CRISIL Hybrid 35+65 - Aggresive Index. Every figure below is read from one dated snapshot; what the snapshot cannot prove is left out, never estimated.

Latest NAV2 Sep 2026129.05
CategoryAggressive Hybrid
PlanRegular · Growth
Launched15 Jan 2004
Risk labelthe scheme's own riskometerVery High
Legal benchmarkSEBI Tier-1CRISIL Hybrid 35+65 - Aggresive Index
Expense ratiodirect plan, a year2.56%
AUM₹175 Cr
Growth of ₹10,000₹13,3432 Sep 2021 to 2 Sep 2026
₹13,779₹12,429₹11,079₹9,729₹8,379Sep 2021Nov 2022Mar 2024Jun 2025Sep 2026
₹13,343 (+5.9% a year) PGIM India Aggressive Hybrid Equity Fund

Performance (trailing, annualised)

1Y annualised-0.41%
3Y annualised7.87%
5Y annualised5.94%
10Y annualised8.06%

Point-to-point from the fund's own published NAV; a period the history does not span is left out.

SIP returns

SIP 1Y (₹10,000 a month)invested ₹1,20,000 → worth ₹1,20,8081.25%
SIP 3Y (₹10,000 a month)invested ₹3,60,000 → worth ₹3,83,9034.22%
SIP 5Y (₹10,000 a month)invested ₹6,00,000 → worth ₹7,13,5076.86%

₹10,000 on the first of every month, valued at the latest NAV, as an annualised rate (XIRR).

Calendar years

Calendar 202122.74%
Calendar 2022-3.86%
Calendar 202317.22%
Calendar 202414.34%
Calendar 20254.25%

Rolling returns

Rolling 1Y · average490 windows since 14 Mar 20179.65%
Rolling 1Y · median7.40%
Rolling 1Y · worst window-22.43%
Rolling 1Y · best window60.22%
Rolling 1Y · windows positive78%
Rolling 3Y · average387 windows since 12 Mar 20199.40%
Rolling 3Y · median9.65%
Rolling 3Y · worst window-5.70%
Rolling 3Y · best window21.23%
Rolling 3Y · windows positive96%
Rolling 5Y · average284 windows since 10 Mar 202110.08%
Rolling 5Y · median10.09%
Rolling 5Y · worst window4.57%
Rolling 5Y · best window19.16%
Rolling 5Y · windows positive100%

Every window of that length in the published history, so one lucky start date cannot flatter the fund.

Risk

Volatility (3Y)9.84%
Downside deviation (3Y)6.98%
Maximum drawdown-13.22%

Management

Fund managerMr. Vivek Sharma, Mr. Anandha Padmanabhan Anjeneyan, Mr. Vinay Paharia, Mr. Puneet Pal
Managing since15 Apr 2024

Related

Source: the OmniAsset signed reference snapshot, as of 4 Sep 2026. Figures are deterministic; missing data is withheld, never estimated. See methodology and data sources. Not investment advice.

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