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PGIM India Aggressive Hybrid Equity Fund - Regular Plan - Regular Growth

PGIM India Mutual FundAggressive Hybrid FundsRegular · GrowthBenchmark: Nifty 50
NAV · 15 Oct 2026₹124.1000▲ 0.62% (1 day)
PGIM India Aggressive Hybrid Equity Fund is no longer active (last NAV ₹13.2700 on 05-Mar-2021). It appears to have been merged into or replaced by the scheme below, the closest active scheme from PGIM India Mutual Fund. Please check your account statement to confirm where your units went.
Fund size (AUM) —
Expense ratio —
1Y return-6.06%
3Y return (CAGR)+6.62%
5Y return (CAGR)+3.97%
Since launch (CAGR)+8.54%
Category rank (3Y) —
Volatility (3Y) 9.98%
Sharpe ratio (3Y) 0.01
Beta (3Y) 0.68
52-week range₹116.2300 – ₹133.9400
Min. SIP / lump sum—
Launched8 Mar 2016
Lock-in—
Portfolio turnover —
Max drawdown -31.4%

Performance chart

Benchmark: Nifty 50 price index (excludes dividends, so it slightly understates the index's total return). Past performance may or may not be sustained in future.

Quick take

  • Over 5 years it returned 4.0% a year, against Nifty 50 4.6%.
  • Volatility over 3 years was 10.0% a year (Nifty 50: 13.4%), with a Sharpe ratio of 0.01.
  • Its biggest fall from a peak was 31.4% (17 Jan 2020 to 23 Mar 2020).
  • It did better than the Nifty 50 in 1 of the last 9 calendar years.
  • Across all 3-year periods since launch, yearly returns ranged from -5.7% to 21.7% and were positive 96% of the time.

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Returns vs benchmark and category

Returns (%)1W1M3M6MYTD1Y2Y3Y5Y7Y10YSince launch
This fund+1.50%-1.37%-4.18%-0.97%-5.33%-6.06%-0.95%+6.62%+3.97%+8.99%+7.59%+8.54%
Nifty 50+3.44%-0.52%-4.49%-5.09%-11.99%-9.19%-4.20%+5.19%+4.63%+10.50%+10.19%+7.41%

Point-to-point NAV returns as on 15 Oct 2026; over 1 year, yearly compounded (CAGR). Category: Regular Growth plans in Aggressive Hybrid Funds. Q1 = top quarter by return over that period.

Calendar-year returns

Year2026 YTD202520242023202220212020201920182017
This fund-5.33%+4.25%+14.34%+17.22%-3.86%+22.74%+11.31%+9.84%-3.86%+18.44%
Nifty 50-11.99%+10.51%+8.80%+20.03%+4.33%+24.12%+14.90%+12.02%+3.15%+28.65%
Difference+6.66%-6.26%+5.54%-2.81%-8.19%-1.38%-3.59%-2.18%-7.01%-10.21%

January to December each year; the current year is to date.

Risk and consistency

Risk measure3 years5 years
Volatility (standard deviation) ?9.98%10.55%
Nifty 50 volatility ?13.43%13.90%
Sharpe ratio ?0.01-0.24
Sortino ratio ?0.02-0.32
Beta ?0.680.70
Alpha (yearly) ?1.02%-1.22%
R-squared ?0.850.85
Up-market capture ?78.80%74.20%
Down-market capture ?65.00%71.20%
Maximum drawdown-13.22%-21.21%

Rolling 3-year returns (yearly)

Lowest-5.70%
Median+9.73%
Highest+21.65%
Positive96% of periods
Above 12% a year23% of periods
Beat Nifty 5010% of periods

Rolling 5-year returns (yearly)

Lowest+3.96%
Median+10.05%
Highest+19.16%
Positive100% of periods
Above 12% a year22% of periods
Beat Nifty 500% of periods

Every 3- and 5-year period since launch, checked weekly. It shows how consistent returns were, whenever someone invested.

SIP returns: ₹10,000 every month

SIP forInvestedValue todayGainXIRRNifty 50 XIRR
1Y₹1,20,000₹1,16,308₹-3,692-5.63%-11.32%
3Y₹3,60,000₹3,65,686₹5,686+1.02%-1.68%
5Y₹6,00,000₹6,82,406₹82,406+5.09%+3.87%
10Y₹12,00,000₹17,78,503₹5,78,503+7.64%+9.08%

A ₹10,000 instalment on the same date every month, valued at the latest NAV. XIRR is the yearly return on those dated instalments. Try the SIP calculator.

Compare with all Aggressive Hybrid Funds (29)

About Aggressive Hybrid Funds
Scheme (Regular plans, Growth)NAV1M6M1Y3Y5Y
Aditya Birla Sun Life Aggressive Hybrid Fund - Regular Plan - GROWTHAditya Birla Sun Life Mutual Fund₹1,495.85—————
Axis Aggressive Hybrid Fund - Regular Plan - Growth OptionAxis Mutual Fund₹20.2300—————
Bandhan Aggressive Hybrid Fund - Regular Plan - GrowthBandhan Mutual Fund₹27.1600—————
BANK OF INDIA AGGRESSIVE HYBRID FUND - Regular Plan - GrowthBank of India Mutual Fund₹42.1200—————
BARODA BNP PARIBAS AGGRESSIVE HYBRID FUND - Regular Plan - Growth OptionBaroda BNP Paribas Mutual Fund₹27.0534—————
Canara Robeco Aggressive Hybrid Fund - Regular Plan - GROWTH OPTIONCanara Robeco Mutual Fund₹357.2700—————
DSP Aggressive Hybrid Fund - Regular Plan - GrowthDSP Mutual Fund₹339.5580—————
Edelweiss Aggressive Hybrid Fund - Regular Plan - GrowthEdelweiss Mutual Fund₹63.0900—————
Franklin India Aggressive Hybrid Fund - Regular Plan - GrowthFranklin Templeton Mutual Fund₹256.1595—————
Groww Aggressive Hybrid Fund - Regular Plan - GrowthGroww Mutual Fund₹19.9584—————
HDFC Aggressive Hybrid Fund - Regular Plan - Growth OptionHDFC Mutual Fund₹110.5750—————
HSBC Aggressive Hybrid Fund - Regular Plan - GrowthHSBC Mutual Fund₹58.0510—————
ICICI Prudential Aggressive Hybrid Fund - Regular Plan - GrowthICICI Prudential Mutual Fund₹391.9700—————
Invesco India Aggressive Hybrid Fund - Regular Plan - GrowthInvesco Mutual Fund₹20.9363—————
JM Aggressive Hybrid Fund - Regular Plan - Growth OptionJM Financial Mutual Fund₹116.8114—————
Kotak Aggressive Hybrid Fund - Regular Plan - GrowthKotak Mahindra Mutual Fund₹63.0270—————
LIC MF Aggressive Hybrid Fund - Regular Plan - GrowthLIC Mutual Fund₹197.2557—————
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - GrowthMahindra Manulife Mutual Fund₹25.6811—————
Mirae Asset Aggressive Hybrid Fund - Regular Plan - GrowthMirae Asset Mutual Fund₹32.4610—————
Navi Aggressive Hybrid Fund - Regular Plan - GrowthNavi Mutual Fund₹22.0636—————
PGIM India Aggressive Hybrid Equity Fund - Regular Plan - Regular GrowthPGIM India Mutual Fund₹124.1000—————
Quant Aggressive Hybrid Fund - Regular Plan - Growth Optionquant Mutual Fund₹445.1559—————
SBI AGGRESSIVE HYBRID FUND - Regular Plan - GrowthSBI Mutual Fund₹305.9566—————
Shriram Aggressive Hybrid Fund - Regular Plan - GrowthShriram Mutual Fund₹30.9197—————
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) - Regular Plan - GROWTHSundaram Mutual Fund₹153.6085—————
Tata Aggressive Hybrid Fund - Regular Plan - Growth OptionTata Mutual Fund₹421.0207—————
Union Aggressive Hybrid Fund - Regular Plan - Growth OptionUnion Mutual Fund₹18.1300—————
UTI Aggressive Hybrid Fund - Regular Plan - GrowthUTI Mutual Fund₹391.8851—————
WhiteOak Capital Aggressive Hybrid Fund - Regular Plan - Growth OptionWhiteOak Capital Mutual Fund₹10.1320—————

Sorted by 3-year return; tap a heading to sort. Sorting by past returns is a way to explore data, not a ranking of which fund to choose. 3Y and 5Y are yearly (CAGR).

Scheme details

Fund house
PGIM India Mutual Fund
Category
Aggressive Hybrid Funds · Hybrid
Benchmark used here
Nifty 50 (price index)
Plan / option
Regular · Growth
AMFI scheme code
138382
ISIN
INF663L01HC4
Exit load & portfolio
See the scheme's KIM and monthly factsheet on the fund house website.

About Aggressive Hybrid Funds

Aggressive Hybrid Funds invest 65–80% in equity and 20–35% in debt, so some of the equity risk is cushioned by bonds.

Generally used by investors wanting equity growth with somewhat smaller swings, over 3–5+ years.

Other plans of this scheme

Questions about this scheme

What is the NAV of PGIM India Aggressive Hybrid Equity Fund today?
The latest NAV of PGIM India Aggressive Hybrid Equity Fund - Regular Plan - Regular Growth is ₹124.1000 as on 15 Oct 2026, as published by AMFI. NAVs are updated every business day evening.
What returns has PGIM India Aggressive Hybrid Equity Fund given?
As on 15 Oct 2026: 1 year -6.06%, 3 years +6.62% a year, 5 years +3.97% a year. Past returns may or may not be sustained in future.
What is the expense ratio of PGIM India Aggressive Hybrid Equity Fund?
See the scheme's latest factsheet on the fund house website for its expense ratio.
How risky is this fund?
Over 3 years its volatility was 10.0% a year and its biggest fall from a peak was 13.2%. Mutual fund investments are subject to market risks.
What is the difference between Direct and Regular plans?
Both plans hold the same portfolio. A Direct plan is bought straight from the fund house and has a lower expense ratio. A Regular plan is bought through a distributor, who is paid a commission from the expense ratio, so its NAV grows slightly slower.
What are Aggressive Hybrid Funds?
Aggressive Hybrid Funds invest 65–80% in equity and 20–35% in debt, so some of the equity risk is cushioned by bonds.
Important. NAVs are from AMFI and mfapi.in; benchmark closes from Yahoo Finance; expense ratio, fund size and managers from published scheme data (Kuvera). Figures may be delayed; confirm with the fund house before transacting. Ranks and quartiles are positions by past return and are not a rating or recommendation. Mutual fund investments are subject to market risks; read all scheme-related documents carefully before investing. Plenitude Connect Private Limited is an AMFI-registered Mutual Fund Distributor (ARN-130934) and earns commission from fund houses on Regular plans (see Disclosures).
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