InvestVerdict
PGIM India Aggressive Hybrid Equity Fund
· · Aggressive Hybrid · Scheme code 139822
Fund housePGIM India Mutual Fund
CategoryAggressive Hybrid
Plan & optionRegular ·
History4.5 years
Returns (%)
| 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | Launch | |
|---|---|---|---|---|---|---|---|---|---|
| This scheme | 3.04 | 7.81 | 22.03 | 21.33 | 7.60 | — | — | — | 17.85 |
| 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 | 26.2% | 0.04 | 0.11 | 0.79 | -2.61% | -31.4% | 97.62 |
| Nifty 100 benchmark |
17.1% | 0.23 | 0.32 | — | — | -37.0% | — |
Risk-free rate 6.5%. Beta, alpha and R² are regressed on the 17 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 |
|---|---|---|---|---|
| 175 | -21.6% | 4.2% | 22.7% | 30% |
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.