PGIM India Aggressive Hybrid Equity Fund - Direct Plan - Growth
PGIM India Mutual Fund · Hybrid · mandate: 65–80% equity, rest debt · benchmark: —
AUM (all plans)
202 cr
TER direct / regular
0.89% / 2.47%
CAGR (full)
10.6%
Sharpe (full)
0.45
Sharpe (bull ≤Sep-24)
2.15
Sharpe (sideways Oct-24→)
-0.26
Max drawdown
-22.6%
Months of data
125
Percentile ranks this fund within its peer pool; the leaderboard Score is
the weighted average of its fiscal-year percentiles (equity: active-return-rank blended
with IR-rank).
Equity curve
Drawdown
Fiscal-year record
FY
Return
vs category
Sharpe
months
FY22
13.1%
-4.1%
0.67
12
FY23
3.9%
1.9%
-0.16
12
FY24
22.8%
-7.7%
1.88
12
FY25
9.2%
-1.0%
0.31
12
FY26
-2.5%
-1.8%
-0.74
12
FY27*
12.3%
0.1%
1.89
5
Active/Fund returns are TOTALS over the months covered — never annualized
(FY27* is year-to-date; a * row covers only part of the year).
%ile is the fund's percentile within its peer pool for that year.
Monthly returns (%)
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Year
2016
+1.3
+2.7
+0.9
+3.9
+1.5
+0.2
+1.2
-3.3
-1.2
+7.3
2017
+3.0
+3.9
+3.6
+1.2
-0.1
+0.8
+2.4
-1.6
-0.5
+3.6
+0.3
+2.1
+20.2
2018
+1.8
-2.5
-2.2
+3.5
-1.5
-0.4
+4.2
+1.1
-4.7
-3.9
+2.7
-0.3
-2.5
2019
+0.7
-1.4
+6.1
+0.7
+2.0
-1.6
-3.9
-0.1
+4.1
+3.4
+0.9
+0.6
+11.5
2020
-0.4
-3.9
-19.1
+10.2
-1.5
+5.6
+5.5
+1.9
+1.3
+2.3
+8.5
+5.4
+13.1
2021
-1.8
+5.8
+0.1
+3.7
+3.7
+3.6
+2.2
+2.7
+2.6
+0.6
-1.7
+0.9
+24.8
2022
-3.6
-5.1
+2.9
-2.0
-3.0
-3.4
+6.0
+3.4
-1.9
+4.0
+2.6
-1.5
-2.3
2023
-0.7
-0.1
+1.0
+2.0
+4.1
+2.2
+2.4
-0.9
-0.6
-1.7
+5.8
+4.5
+19.1
2024
-0.2
+2.0
+1.5
+2.0
-0.3
+6.8
+1.4
+2.2
+1.3
-4.1
+2.3
+0.4
+16.2
2025
-1.7
-4.5
+3.4
+4.0
+1.4
+3.0
-0.6
-1.0
+0.4
+2.7
+0.6
-1.4
+5.9
2026
-2.7
-0.4
-7.8
+8.3
-0.2
+2.7
+1.0
+0.2
+0.4
Quarterly average AUM & estimated net flows
Quarterly net flow estimate: AUM_q − AUM_(q−1)·(1+quarter return). AUM shown is the quarter AVERAGE (AMFI central disclosure). Positive = net inflows, ₹cr.
Source: AMFI's official all-scheme NAV history (portal report; official NAV history, net of TER by
construction). Monthly returns are month-end NAV chains; stale prints (>7 days before
month-end) drop out rather than carry. Benchmark series are the median of plain-vanilla
direct-plan index funds tracking each index (TRI minus ~10-25bp/yr tracking drag — verified
against true-TRI chains). Direct plans, growth option only. Sharpe uses rf 6%, arithmetic
monthly convention. Independence: all figures are computed from mandatory public disclosures with a
fixed methodology applied identically to every fund — no fund can pay for inclusion,
exclusion, placement, or altered presentation, and any material commercial relationship
will be disclosed on the affected pages.
Nothing here is investment advice; past performance does not
predict future returns. Generated 2026-08-25 05:37Z · data through Aug 2026 · leaderboard
· PMS leaderboard