PGIM India Aggressive Hybrid Equity Fund-Monthly Dividend Option

PGIM India Aggressive Hybrid Equity Fund-Monthly Dividend Option sits in the middle of the pack for Aggressive Hybrid Fund funds, currently carrying a 2-star rating. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 57/100.

Cost: At 0.8%, the expense ratio is roughly in line with the Aggressive Hybrid Fund category average of 0.83% — cost isn't a standout factor either way for this fund.

Risk-adjusted performance: Over the trailing 1-year period, the fund shows a negative Sharpe ratio of -1.81 — over the past year, returns haven't kept pace with the volatility involved, even before accounting for the risk-free rate. Separately, annualised volatility of 10.41% is on the lower side, suggesting a comparatively smoother ride.

Who should invest: This fund is best suited to investors who want a single fund blending equity growth with debt-driven stability. The High risk rating means near-term volatility should be expected — this isn't a fund to check daily.