InvestVerdict
PGIM India Aggressive Hybrid Equity Fund
Regular Plan · Regular IDCW · Aggressive Hybrid · Scheme code 139821
Fund housePGIM India Mutual Fund
CategoryAggressive Hybrid
Plan & optionRegular · Regular IDCW
History9.9 years
Returns (%)
| 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | Launch | |
|---|---|---|---|---|---|---|---|---|---|
| This scheme | -0.14 | 1.38 | -1.38 | -7.45 | -0.36 | -1.67 | 1.71 | — | -0.66 |
| Nifty 100 benchmark |
0.25 | 3.49 | -1.52 | 1.84 | 10.52 | 9.38 | — | — | 12.79 |
| Aggressive Hybrid category median |
— | — | — | 2.81 | 11.28 | 9.74 | — | 11.80 | — |
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% | -0.57 | -0.75 | 0.72 | -10.08% | -42.9% | 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 |
|---|---|---|---|---|
| 440 | -33.0% | -2.3% | 49.1% | 58% |
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.