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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 2026156.81
CategoryAggressive Hybrid
PlanDirect · Growth
Launched15 Jan 2004
Risk labelthe scheme's own riskometerVery High
Legal benchmarkSEBI Tier-1CRISIL Hybrid 35+65 - Aggresive Index
Expense ratiodirect plan, a year1.08%
AUM₹12.0 Cr
Growth of ₹10,000₹14,4532 Sep 2021 to 2 Sep 2026
₹14,726₹13,166₹11,606₹10,046₹8,486Sep 2021Nov 2022Mar 2024Jun 2025Sep 2026
₹14,453 (+7.6% a year) PGIM India Aggressive Hybrid Equity Fund

Performance (trailing, annualised)

1Y annualised1.16%
3Y annualised9.59%
5Y annualised7.64%
10Y annualised9.75%

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 ₹1,21,8222.82%
SIP 3Y (₹10,000 a month)invested ₹3,60,000 → worth ₹3,93,6555.89%
SIP 5Y (₹10,000 a month)invested ₹6,00,000 → worth ₹7,45,1988.60%

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

Calendar years

Calendar 202124.81%
Calendar 2022-2.30%
Calendar 202319.15%
Calendar 202416.18%
Calendar 20255.89%

Rolling returns

Rolling 1Y · average490 windows since 14 Mar 201711.37%
Rolling 1Y · median9.12%
Rolling 1Y · worst window-21.19%
Rolling 1Y · best window62.86%
Rolling 1Y · windows positive83%
Rolling 3Y · average387 windows since 12 Mar 201911.13%
Rolling 3Y · median11.45%
Rolling 3Y · worst window-4.31%
Rolling 3Y · best window23.24%
Rolling 3Y · windows positive97%
Rolling 5Y · average284 windows since 10 Mar 202111.84%
Rolling 5Y · median11.79%
Rolling 5Y · worst window6.20%
Rolling 5Y · best window21.11%
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)9.85%
Downside deviation (3Y)6.94%
Maximum drawdown-12.65%

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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