ReviewDirect · Growth
PGIM India Aggressive Hybrid Equity Fund
PGIM India Mutual FundHybrid Scheme - Aggressive Hybrid Fund10.5 years
- NAV
- 152.98
- 15 Sept 2026
- 1Y
- -3.2%
- Trailing CAGR
- AUM
- ₹204.05 Cr
- 31 Aug 2026
- Volatility
- Medium
- 11.6% annualized
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-3.2%
- 3Y+8.1%
- 5Y+6.8%
- 10Y+9.5%
- SI+10.4%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y-2.6%
- 3Y+3.8%
- 5Y+7.5%
- 10Y+9.8%
- Since inception
- +10.4%
- Calendar-day CAGR
- Excess 1Y
- -6.7%
- Category median, same plan and option
- 3Y win rate
- +6%
- Windows beating the median
- 3Y percentile
- 0
- Vs comparable share classes
- Worst rolling 3Y
- -5.7%
- 1854 daily-ending windows
- Median rolling 3Y
- +11.4%
- Calendar-day CAGR
- Positive rolling 5Y
- +100%
- 1361 daily-ending windows
- SIP 3Y XIRR
- +3.8%
- Simulated monthly SIP
Drawdown
Peak to trough from a running NAV high. Move across the path to read a date.
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 12 days
- 147 recovered episodes
- Longest recovery
- 359 days
- Trough to prior peak
- Current spell
- 321 days
- Days below latest peak
- Time below peak
- +86%
- NAV observations
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
0
Vs category
8
Consistency
19
Risk-adjusted
49
Drawdown
22
Mean
20
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.
11 Sept 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
10 Sept 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
9 Sept 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
8 Sept 2026
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 15 Sept 2026
Review
Engine status
Review
Closer look
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.
- Three-year return sits below the 25th percentile of comparable share classes.
Supporting reads
No supporting reads in the current evidence set.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
Franklin India Aggressive Hybrid Fund
Franklin Templeton Mutual Fund
- 1Y
- -0.8%
- 3Y
- +9.4%
- Vol
- 11.1%
- Max DD
- -27.8%
- Sharpe
- 0.74
- 3Y win
- +80%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher TER
DSP Aggressive Hybrid Fund
DSP Mutual Fund
- 1Y
- -4.7%
- 3Y
- +9.0%
- Vol
- 12.0%
- Max DD
- -28.8%
- Sharpe
- 0.65
- 3Y win
- +75%
- Shallower drawdown
- Higher win rate vs category
- Lower TER
- Higher trailing returns
Caveat: Higher volatility
Edelweiss Aggressive Hybrid Fund
Edelweiss Mutual Fund
- 1Y
- +1.3%
- 3Y
- +12.3%
- Vol
- 12.5%
- Max DD
- -28.6%
- Sharpe
- 0.69
- 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
- +7.9%
- 3Y
- +11.3%
- Vol
- 13.0%
- Max DD
- -30.7%
- Sharpe
- 0.53
- 3Y win
- +14%
- Shallower drawdown
- Higher win rate vs category
- Lower TER
- Higher trailing returns
Caveat: Higher volatility
LIC MF Aggressive Hybrid Fund
LIC Mutual Fund
- 1Y
- +1.3%
- 3Y
- +10.3%
- Vol
- 12.2%
- Max DD
- -28.2%
- Sharpe
- 0.45
- 3Y win
- +19%
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility · Higher TER