Aeterna Wealth
Aggressive Hybrid · Direct plan · Growth

PGIM India Aggressive Hybrid Equity Fund (Direct)

PGIM India Mutual Fund · benchmark: 65% Nifty 50 TRI + 35% bond funds · 10.7 years old · AMFI code 138386

Tax: Taxed as an equity fund: gains on units held over a year at 12.5% beyond ₹1.25 lakh a year; within a year, 20%.

B
Track-record rating: 19 of 28 in Aggressive Hybrid

B (middle of the peer group), score 37.5 out of 100. Describes the past, not a forecast.

Returns against the index

PeriodFundIndex (TRI)DifferenceRank in category
6 months4.2%3.9%+0.3%9 / 28
1 year1.9%1.2%+0.8%16 / 28
3 years (a year)10.3%9.2%+1.1%16 / 28
5 years (a year)7.1%7.6%-0.4%24 / 25

Growth option, point to point to 6 Nov 2026; periods over a year are annualised (CAGR). Index returns use the total-return index, which includes dividends.

Risk

Volatility, 3Y10.9%
Max fall, 5Y-19.3%
Up capture, 3Y111
Down capture, 3Y111
Information ratio, 3Y0.32
Jensen's alpha, 3Y+1.0%
Beta, 3Y1.14
Sharpe, 3Y0.36

Portfolio

Holdings for this scheme are not available yet; its rating uses the track record only.

Common questions

What is the NAV of PGIM India Aggressive Hybrid Equity Fund (Direct plan)?

₹160.61 on 6 Nov 2026 (Growth option).

What is the expense ratio of PGIM India Aggressive Hybrid Equity Fund (Direct)?

1.07% a year; the Regular plan's is 2.54%.

What return has PGIM India Aggressive Hybrid Equity Fund given over 3 years?

10.3% a year (Direct plan) over the 3 years to 6 Nov 2026, against 9.2% for its composite benchmark (65% Nifty 50 TRI + 35% bond funds).

How is PGIM India Aggressive Hybrid Equity Fund taxed?

Taxed as an equity fund: gains on units held over a year at 12.5% beyond ₹1.25 lakh a year; within a year, 20%.

How is PGIM India Aggressive Hybrid Equity Fund rated?

B: 19 of 28 Direct plans in Aggressive Hybrid, on its track record. This describes the past and is not a recommendation.

Data as of 8 Nov 2026: NAVs from AMFI, index data from NSE Indices, portfolios from PGIM India Mutual Fund's monthly disclosure. Updated every weekday. Read the scheme documents before investing.