Previously Known As : Pgim India Balanced Advantage Fund

Pgim India Hybrid Equity Fund Overview
Category		Aggressive Hybrid Fund
BMSMONEY	Rank	17
BMSMONEY	Rating
Growth Option 21-02-2025
NAV		₹120.65_(R)		-0.76%	₹143.15_(D)	-0.75%
Returns		1Y	3Y	5Y	7Y	10Y
Lumpsum	Regular	8.41%	9.92%	10.98%	8.93%	-%
	Direct	10.14%	11.71%	12.8%	10.66%	-%
	Benchmark
SIP (XIRR)	Regular	0.88%	11.14%	11.67%	10.83%	-%
SIP (XIRR)	Direct	2.51%	12.96%	13.53%	12.62%	-%
Ratio		Sharpe Ratio	Sortino Ratio	Sterling Ratio	Jensen's Alpha	Treynor Ratio
Ratio		0.21	0.11	0.42	-1.57%	0.02
Risk		STD. Dev	VaR 1Y95%	Max DD	Beta	Semi Devi.
Risk		10.09%	-12.74%	-11.79%	1.04	7.18%

Top Aggressive Hybrid Fund
Fund Name	Rank	Rating
Invesco India Aggressive Hybrid Fund	1
UTI Aggressive Hybrid Fund	2
Icici Prudential Equity & Debt Fund	3
Edelweiss Aggressive Hybrid Fund	4
Dsp Equity & Bond Fund	5
JM Aggressive Hybrid Fund	6

NAV Date: 21-02-2025

Scheme Name	NAV	Rupee Change	Percent Change
PGIM India Hybrid Equity Fund - Dividend Option	15.5	-0.1200	-0.7700%
PGIM India Hybrid Equity Fund-Monthly Dividend Option	23.19	-0.1800	-0.7700%
PGIM India Hybrid Equity Fund-Direct Plan-Monthly Dividend Option	25.7	-0.1900	-0.7300%
PGIM India Hybrid Equity Fund - Direct Plan - Dividend	27.25	-0.2000	-0.7300%
PGIM India Hybrid Equity Fund - Growth Option	120.65	-0.9200	-0.7600%
PGIM India Hybrid Equity Fund - Direct Plan - Growth	143.15	-1.0800	-0.7500%

Review Date: 21-02-2025

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KPIs^*	Fund	Cat. Avg	Min \| Max	Rank _{(In Cat.)}	Performance
1M Return %	-1.28	-2.74	-7.78 \| -0.02	3 \| 28	Very Good
3M Return %	-0.85	-4.03	-9.27 \| 0.43	2 \| 28	Very Good
6M Return %	-3.36	-7.41	-15.24 \| -1.99	3 \| 28	Very Good
1Y Return %	8.41	6.31	-3.70 \| 13.64	8 \| 28	Good
3Y Return %	9.92	11.88	7.45 \| 18.91	21 \| 27	Average
5Y Return %	10.98	14.31	9.49 \| 21.37	21 \| 25	Average
7Y Return %	8.93	11.70	8.38 \| 16.49	19 \| 20	Poor
1Y SIP Return %	0.88	-4.52	-16.40 \| 3.80	3 \| 28	Very Good
3Y SIP Return %	11.14	12.28	7.85 \| 18.88	15 \| 27	Average
5Y SIP Return %	11.67	14.64	10.02 \| 21.48	21 \| 25	Average
7Y SIP Return %	10.83	14.09	9.85 \| 19.44	18 \| 20	Poor
Standard Deviation	10.09	10.53	9.08 \| 14.74	15 \| 26	Average
Semi Deviation	7.18	7.48	6.29 \| 11.05	14 \| 26	Good
Max Drawdown %	-11.79	-9.73	-16.14 \| -7.11	22 \| 26	Poor
VaR 1 Y %	-12.74	-13.16	-25.77 \| -9.77	15 \| 26	Average
Average Drawdown %	-3.85	-4.78	-7.35 \| -2.75	6 \| 26	Very Good
Sharpe Ratio	0.21	0.46	0.04 \| 0.98	24 \| 26	Poor
Sterling Ratio	0.42	0.62	0.33 \| 0.98	25 \| 26	Poor
Sortino Ratio	0.11	0.24	0.04 \| 0.52	24 \| 26	Poor
Jensen Alpha %	-1.57	0.85	-5.18 \| 8.78	24 \| 26	Poor
Treynor Ratio	0.02	0.04	0.00 \| 0.11	24 \| 26	Poor
Modigliani Square Measure %	7.90	10.04	5.75 \| 15.29	24 \| 26	Poor
Alpha %	-1.15	1.75	-3.02 \| 8.94	24 \| 26	Poor

_{Return data last Updated On :
Feb. 21, 2025.

Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On :

Jan. 31, 2025

KPIs: Key Performance Indicators}

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KPIs^*	Fund	Cat. Avg	Min \| Max	Rank _{(In Cat.)}
1M Return %	-1.14	-2.64	-7.66 \| 0.04	3 \| 28
3M Return %	-0.45	-3.74	-8.95 \| 0.60	2 \| 28
6M Return %	-2.60	-6.85	-14.67 \| -1.66	3 \| 28
1Y Return %	10.14	7.61	-2.45 \| 14.83	8 \| 28
3Y Return %	11.71	13.23	8.73 \| 20.54	18 \| 27
5Y Return %	12.80	15.68	10.73 \| 22.75	22 \| 25
7Y Return %	10.66	12.92	9.30 \| 17.74	16 \| 20
1Y SIP Return %	2.51	-3.32	-15.26 \| 4.92	3 \| 28
3Y SIP Return %	12.96	13.66	9.66 \| 20.77	14 \| 27
5Y SIP Return %	13.53	16.06	11.84 \| 22.40	21 \| 25
7Y SIP Return %	12.62	15.34	11.59 \| 20.11	17 \| 20
Standard Deviation	10.09	10.53	9.08 \| 14.74	15 \| 26
Semi Deviation	7.18	7.48	6.29 \| 11.05	14 \| 26
Max Drawdown %	-11.79	-9.73	-16.14 \| -7.11	22 \| 26
VaR 1 Y %	-12.74	-13.16	-25.77 \| -9.77	15 \| 26
Average Drawdown %	-3.85	-4.78	-7.35 \| -2.75	6 \| 26
Sharpe Ratio	0.21	0.46	0.04 \| 0.98	24 \| 26
Sterling Ratio	0.42	0.62	0.33 \| 0.98	25 \| 26
Sortino Ratio	0.11	0.24	0.04 \| 0.52	24 \| 26
Jensen Alpha %	-1.57	0.85	-5.18 \| 8.78	24 \| 26
Treynor Ratio	0.02	0.04	0.00 \| 0.11	24 \| 26
Modigliani Square Measure %	7.90	10.04	5.75 \| 15.29	24 \| 26
Alpha %	-1.15	1.75	-3.02 \| 8.94	24 \| 26

Investment Period	Regular		Direct
Investment Period	Return %	Current Value of ₹ 10000	Return %	Current Value of ₹ 10000
1D	-0.76	₹ 9,924.00	-0.75	₹ 9,925.00
1W	-0.80	₹ 9,920.00	-0.76	₹ 9,924.00
1M	-1.28	₹ 9,872.00	-1.14	₹ 9,886.00
3M	-0.85	₹ 9,915.00	-0.45	₹ 9,955.00
6M	-3.36	₹ 9,664.00	-2.60	₹ 9,740.00
1Y	8.41	₹ 10,841.00	10.14	₹ 11,014.00
3Y	9.92	₹ 13,282.00	11.71	₹ 13,941.00
5Y	10.98	₹ 16,836.00	12.80	₹ 18,261.00
7Y	8.93	₹ 18,198.00	10.66	₹ 20,325.00
10Y		₹		₹
15Y		₹		₹

Disclaimer: Past performance may or may not be sustained in future and should not be used as a basis for comparison with other investments. Returns for periods above 1 year are annualised.

Investment Period	Invested Amount	Regular		Direct
Investment Period	Invested Amount	XIRR %	Current Value of Invested Amount	XIRR %	Current Value of Invested Amount
1Y	₹ 12000	0.88	₹ 12,057.42	2.51	₹ 12,163.44
3Y	₹ 36000	11.14	₹ 42,561.94	12.96	₹ 43,709.00
5Y	₹ 60000	11.67	₹ 80,486.46	13.53	₹ 84,278.76
7Y	₹ 84000	10.83	₹ 123,603.98	12.63	₹ 131,800.62
10Y	₹ 120000		₹		₹
15Y	₹ 180000		₹		₹

Date	Pgim India Hybrid Equity Fund NAV Regular Growth	Pgim India Hybrid Equity Fund NAV Direct Growth
21-02-2025	120.65	143.15
20-02-2025	121.57	144.23
19-02-2025	121.65	144.32
18-02-2025	121.37	143.98
17-02-2025	121.6	144.24
14-02-2025	121.62	144.25
13-02-2025	122.6	145.41
12-02-2025	122.61	145.41
11-02-2025	122.7	145.52
10-02-2025	124.49	147.63
07-02-2025	125.23	148.49
06-02-2025	125.49	148.79
05-02-2025	125.69	149.02
03-02-2025	123.79	146.75
31-01-2025	123.51	146.4
30-01-2025	122.89	145.67
29-01-2025	122.39	145.07
28-01-2025	121.12	143.56
27-01-2025	120.61	142.94
24-01-2025	122.76	145.47
23-01-2025	123.46	146.29
22-01-2025	122.43	145.07
21-01-2025	122.21	144.8

Fund Launch Date: 15/Jan/2004
Fund Category: Aggressive Hybrid Fund
Investment Objective: The investment objective of the scheme is to seek to generate long term capital appreciation and income from a portfolio of equity and equity related securities as well as fixed income securities.
Fund Description: An open ended hybrid scheme investing predominantly in equity and equity related instruments
Fund Benchmark: CRISIL Hybrid 35+65 - Aggresive Index

_{Source: Fund FactSheet}

Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.

Pgim India Hybrid Equity Fund

Previously Known As : Pgim India Balanced Advantage Fund

Pgim India Hybrid Equity Fund NAV

Pgim India Hybrid Equity Fund Review

Pgim India Hybrid Equity Fund Performance Comparison with Peers (Regular Plan Chart)

Pgim India Hybrid Equity Fund Review Dashboard (Regular Plan)

Pgim India Hybrid Equity Fund Review Dashboard (Direct Plan)

Pgim India Hybrid Equity Fund Lumpsum Returns and Investment Value

Pgim India Hybrid Equity Fund SIP Return and Investment Value

Pgim India Hybrid Equity Fund NAV History

Pgim India Hybrid Equity Fund Information