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MF_138386

PGIM India Aggressive Hybrid Equity Fund - Direct Plan - Growth

Hybrid Scheme - Aggressive Hybrid Fund

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End Amount
₹27,985.13
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
10.14%
MF_138386 Return
Benchmark CAGR
12.53%
Nifty 50
Inflation Adj. CAGR
5.20%
Real Annualized Return
Alpha
-0.01
Excess Return vs Benchmark
Beta
0.72
Volatility vs Benchmark
Sharpe Ratio
0.36
Risk-Adjusted Return
Sortino Ratio
0.50
Downside Risk-Adjusted
Parameters (amount, dates, benchmark) can be changed by clicking the Change Settings button or dropdown above. Click to expand
₹
Capital is parked in this source symbol and transferred monthly into the target.
Interval in months to rebalance portfolio constituents (for portfolio strategies).
Calculate and show 3Yr, 5Yr, 7Yr, and 10Yr rolling monthly return correlations across symbols (disabled by default for faster backtests).
Performance Chart
Win Ratios against Benchmark: Nifty 50
Period Win Ratio (%) Avg Win over Benchmark (%) Avg Loss over Benchmark (%)
30 days 45% 13% 27%
60 days 40% 10% 16%
90 days 39% 8% 13%
180 days 35% 6% 8%
1Yr 31% 3% 6%
3Yr 15% 1% 4%
5Yr 1% 0% 3%
7Yr 0% 0% 3%
10Yr 0% 0% 2%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period PGIM India Aggressive Hybrid Equity Fund - Direct Plan - Growth Nifty 50
30 days -3.5% | -54.3% | 13.9% | 123.3% 26.6% | -61.9% | 15.9% | 179.4%
60 days -24.9% | -43.3% | 14.2% | 83.8% -23.0% | -47.8% | 17.8% | 122.6%
90 days -20.6% | -36.3% | 12.6% | 72.2% -25.0% | -41.2% | 16.9% | 108.6%
1 Year -5.8% | -10.0% | 9.0% | 47.6% -10.0% | -14.5% | 12.5% | 58.0%
3 Years 9.1% | -0.8% | 11.4% | 19.7% 7.7% | 1.7% | 14.5% | 25.5%
5 Years 6.1% | 6.9% | 11.6% | 18.5% 6.4% | 7.6% | 15.0% | 22.5%
7 Years 10.1% | 9.6% | 11.0% | 12.7% 11.2% | 11.5% | 14.0% | 16.1%
10 Years 9.2% | 9.1% | 10.1% | 10.6% 11.7% | 11.3% | 12.4% | 13.5%
Periods of Negative Return (Drawdowns) 11 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Oct. 5, 2016 Feb. 4, 2017 122 days 7% Nifty 50: 9% 11673 10831 11680
Jan. 24, 2018 July 31, 2018 188 days 6% Nifty 50: 9% 13669 12810 13703
Aug. 28, 2018 May 24, 2019 269 days 11% Nifty 50: 14% 13922 12383 13931
June 3, 2019 Oct. 26, 2019 145 days 8% Nifty 50: 11% 14152 12967 14177
Jan. 17, 2020 Nov. 6, 2020 294 days 31% Nifty 50: 38% 14734 10134 14844
Jan. 12, 2021 Feb. 6, 2021 25 days 5% Nifty 50: 6% 17024 16093 17165
Oct. 18, 2021 June 14, 2023 604 days 20% Nifty 50: 16% 21493 17113 21504
Sept. 11, 2023 Nov. 22, 2023 72 days 6% Nifty 50: 6% 22559 21277 22586
Sept. 26, 2024 Dec. 14, 2024 79 days 7% Nifty 50: 11% 28457 26571 28478
Dec. 16, 2024 May 15, 2025 150 days 10% Nifty 50: 10% 28478 25742 28643
Oct. 29, 2025 Oct. 30, 2026 366 days 13% Nifty 50: 14% 29855 26078 27985