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PGIM India Aggressive Hybrid Equity Fund - Dividend Option

PGIM India · Aggressive Hybrid
High
₹13.70
Current NAV
04 Nov 2026
-11.7%
1Y Return
-1.6%
3Y CAGR
-3.6%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Professionally managed by an established fund house with experienced fund managers.
  • Well-diversified portfolio aligned with the Aggressive Hybrid mandate.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
  • Higher expense ratio (2.23%) which can affect compounding over long horizons.
  • Lower risk-adjusted performance compared to top peers in the same category.
  • Sluggish 3-year performance, lagging behind primary equity benchmarks.
Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term goals (under 3 years) where preserving the capital is the main priority.
  • Short-term trading or speculative investment horizons.
Risk Profile: High Risk
Low Moderate High Very High
Risk Metrics
0.63
Sharpe Ratio
1.43
Beta
-2.37
Alpha
0.77
Sortino
Fund Details
Fund House PGIM India
Category Aggressive Hybrid
AUM ₹3680 Cr
Expense Ratio 2.23%
Min SIP ₹500
Min Lumpsum ₹1000
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