Aeterna Wealth
Aggressive Hybrid · Regular plan · Growth

PGIM India Aggressive Hybrid Equity Fund (Regular)

PGIM India Mutual Fund · benchmark: 65% Nifty 50 TRI + 35% bond funds · 10.7 years old · AMFI code 138382

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%.

C
Track-record rating: 24 of 28 in Aggressive Hybrid

C (bottom 30%), score 27.4 out of 100. Describes the past, not a forecast.

Returns against the index

PeriodFundIndex (TRI)DifferenceRank in category
6 months3.4%3.8%-0.4%14 / 28
1 year0.4%1.1%-0.7%19 / 28
3 years (a year)8.6%9.1%-0.4%20 / 28
5 years (a year)5.5%7.5%-2.0%25 / 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, 3Y10.8%
Max fall, 5Y-20.0%
Up capture, 3Y107
Down capture, 3Y117
Information ratio, 3Y-0.05
Jensen's alpha, 3Y-0.6%
Beta, 3Y1.13
Sharpe, 3Y0.20

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 (Regular plan)?

₹131.83 on 6 Nov 2026 (Growth option).

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

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

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

8.6% a year (Regular plan) over the 3 years to 6 Nov 2026, against 9.1% 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?

C: 24 of 28 Regular 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.