InvestVerdict
PGIM India Aggressive Hybrid Equity Fund
Direct Plan · Direct IDCW · Aggressive Hybrid · Scheme code 139820
Fund housePGIM India Mutual Fund
CategoryAggressive Hybrid
Plan & optionDirect · Direct IDCW
History10.0 years
Returns (%)
| 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | Launch | |
|---|---|---|---|---|---|---|---|---|---|
| This scheme | 0.00 | 1.75 | -0.67 | -6.11 | 1.16 | -0.21 | 3.01 | 0.87 | 0.87 |
| Nifty 100 benchmark |
0.25 | 3.49 | -1.52 | 1.84 | 10.52 | 9.38 | — | — | 12.79 |
| Aggressive Hybrid category median |
— | — | — | 4.22 | 12.51 | 11.11 | — | 12.23 | — |
Over a year annualised (CAGR), under a year absolute. Computed from AMFI's published NAV history for this scheme.
Risk
| Volatility | Sharpe | Sortino | Beta | Alpha | Max fall | R² | |
|---|---|---|---|---|---|---|---|
| This scheme | 12.0% | -0.45 | -0.59 | 0.72 | -8.49% | -41.6% | 88.73 |
| Nifty 100 benchmark |
17.1% | 0.23 | 0.32 | — | — | -37.0% | — |
Risk-free rate 6.5%. Beta, alpha and R² are regressed on the 82 months this scheme and its benchmark share.
Growth of ₹100 since launch
Drawdown from peak (%)
Every one-year period it has lived through
| Windows | Worst | Median | Best | Periods that lost money |
|---|---|---|---|---|
| 444 | -29.9% | -0.6% | 46.5% | 52% |
Every one-year holding period in this scheme's history, not just the last one — the spread a real investor would have met depending only on when they started.