MonitorDirect · GrowthWatch before adding
PGIM India Aggressive Hybrid Equity Fund
PGIM India Mutual FundHybrid Scheme - Aggressive Hybrid Fund10.6 years
The scheme aims to generate capital appreciation and income from a portfolio of equity and equity related securities as well as fixed income securities.
- NAV
- 150.74
- 29 Oct 2026
- 1Y
- -6.2%
- Trailing CAGR
- AUM
- ₹204.05 Cr
- 31 Aug 2026
- Volatility
- Medium
- 11.6% annualized
Buying brief
Should you add this fund?
Evidence on this desk, framed as a purchase checklist - not SEBI-registered advice.
As of 29 Oct 2026
Stance
Watch before adding
Recent evidence is mixed. Compare peers before increasing exposure.
In three lines
Fits if · Long-term category-relative performance remains stronger than the most recent rolling 1-year windows, which have deteriorated across multiple periods.
Fits if · Recent return trails the category median by 3 percentage points or more, with a weak rolling win rate.
Prefer peers if · Prefer DSP Aggressive Hybrid Fund if you want a same-category peer with stronger evidence.
Buy checklist
History depth
Pass
10.6 years of path to read.
Engine status
Watch
Recent evidence is mixed. Compare peers before increasing exposure.
Expense ratio
Pass
1.08% TER (Direct). Lower cost compounds on long SIPs.
Drawdown vs peers
Pass
Peak-to-trough -31.2%. Ask whether you can hold through a similar fall.
Vs category
Fail
6% of rolling 3Y windows beat the category median, same plan and option.
Manager tenure
Pass
Vivek Sharma · 2.5 years on the scheme.
Exit load
n/a
No exit-load summary on file.
Tax / wrapper
Pass
Direct Growth, no ELSS lock flagged. Equity LTCG rules still apply after one year - not tax advice.
Portfolio concentration
Pass
Top 10 holdings ≈ 39.8% of the portfolio.
Browse category
Same-category peers are preloaded into compare when available.
Before you buy or SIP
Behaviour and wrappers - the usual India MF failure modes - not a buy instruction.
Drawdown rehearsal
This scheme’s worst fall on file is about 31%. Before you SIP, ask whether you would keep contributing through a similar drop - pausing on fear is the usual India MF failure mode.
SIP discipline
Monitor is recent mixed evidence - keep the SIP unless the buying brief says prefer peers, then swap with intent.
NAV
Path not in current snapshots
n/a
Returns
Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.
Trailing CAGR
Point-to-point, calendar-day annualized
- 1Y-6.2%
- 3Y+9.2%
- 5Y+6.3%
- 10Y+9.2%
- SI+10.2%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y-3.7%
- 3Y+2.4%
- 5Y+6.8%
- 10Y+9.3%
- Since inception
- +10.2%
- Calendar-day CAGR
- Excess 1Y
- -3.6%
- Category median, same plan and option
- 3Y win rate
- +6%
- Windows beating the median
- 3Y percentile
- 25
- Vs comparable share classes
- SIP 3Y XIRR
- +2.4%
- Simulated monthly SIP
- Worst rolling 3Y
- -5.7%
- 1884 daily-ending windows
- Median rolling 3Y
- +11.4%
- Calendar-day CAGR
- Positive rolling 5Y
- +100%
- 1391 daily-ending windows
Drawdown
Peak to trough from a running NAV high, with the path and recovery episodes.
- Max drawdown
- -31.2%
- Worst peak-to-trough
- Current
- -6.2%
- Below last peak
- Current spell
- 365 days
- Days below latest peak
- Time below peak
- +86%
- NAV observations
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 12 days
- 147 recovered episodes
- Longest recovery
- 359 days
- Trough to prior peak
17 Jan 2020 – 6 Nov 2020
Trough 23 Mar 2020 · recovered in 228 days
-31.2%
18 Oct 2021 – 14 Jun 2023
Trough 20 Jun 2022 · recovered in 359 days
-20.4%
29 Oct 2025 – open
Trough 30 Mar 2026 · not recovered
-12.7%
28 Aug 2018 – 24 May 2019
Trough 26 Oct 2018 · recovered in 210 days
-11.1%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
25
Vs category
28
Consistency
19
Risk-adjusted
45
Drawdown
22
Mean
28
Decision
Quantitative engine reasons behind the buying stance. An explanation can only restate what is already here.
Monitor
Buying stance
Watch before adding
Recent evidence is mixed. Compare peers before increasing exposure.
Why this status
- Long-term category-relative performance remains stronger than the most recent rolling 1-year windows, which have deteriorated across multiple periods.
- Recent return trails the category median by 3 percentage points or more, with a weak rolling win rate.
Supporting reads
No supporting reads in the current evidence set.
Portfolio
31 Aug 2026 · 72 holdings · top 10 are 39.8%.
- Top 5
- 25.0%
- Top 10
- 39.8%
- Largest holding
- 6.7%
- Effective holdings
- 39.9
ICICI Bank Ltd
Financial
6.7%
HDFC Bank Ltd
Financial
6.4%
GOVERNMENT OF INDIA 31909 GOI 22AG32 7.26 FV RS 100
Entities
4.5%
AXIS BANK LIMITED CD 27NOV26
Financial
3.9%
Bharti Airtel Ltd
Technology
3.6%
What changed
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
29 Oct 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
28 Oct 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
27 Oct 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
26 Oct 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
23 Oct 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
22 Oct 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
21 Oct 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
19 Oct 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
16 Oct 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
24 Sept 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
23 Sept 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
22 Sept 2026
Worth investigating
Same-category peers with enough history to inspect beside this fund - including tradeoffs.
DSP Aggressive Hybrid Fund
DSP Mutual Fund
- 1Y
- -7.0%
- 3Y
- +9.9%
- Vol
- 12.0%
- Max DD
- -28.8%
- Sharpe
- 0.59
- 3Y win
- +74%
- Shallower drawdown
- Higher win rate vs category
- Lower TER
- Higher trailing returns
Caveat: Higher volatility
Edelweiss Aggressive Hybrid Fund
Edelweiss Mutual Fund
- 1Y
- -2.4%
- 3Y
- +12.8%
- Vol
- 12.5%
- Max DD
- -28.6%
- Sharpe
- 0.62
- 3Y win
- +71%
- Shallower drawdown
- Higher win rate vs category
- Lower TER
- Higher trailing returns
Caveat: Higher volatility
Navi Aggressive Hybrid Fund
Navi Mutual Fund
- 1Y
- +4.1%
- 3Y
- +12.4%
- Vol
- 13.0%
- Max DD
- -30.7%
- Sharpe
- 0.46
- 3Y win
- +16%
- Shallower drawdown
- Higher win rate vs category
- Lower TER
- Higher trailing returns
Caveat: Higher volatility
Franklin India Aggressive Hybrid Fund
Franklin Templeton Mutual Fund
- 1Y
- -7.3%
- 3Y
- +9.2%
- Vol
- 11.1%
- Max DD
- -27.8%
- Sharpe
- 0.64
- 3Y win
- +79%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
Caveat: Higher TER · Lower trailing returns
LIC MF Aggressive Hybrid Fund
LIC Mutual Fund
- 1Y
- -2.3%
- 3Y
- +11.0%
- Vol
- 12.2%
- Max DD
- -28.2%
- Sharpe
- 0.38
- 3Y win
- +20%
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility · Higher TER