PGIM India Aggressive Hybrid Equity Fund vs Shriram Aggressive Hybrid Fund
PGIM India Aggressive Hybrid Equity Fund and Shriram Aggressive Hybrid Fund are both Aggressive Hybrid funds. As of 5 Nov 2026 (Direct plan, Growth option): 3-year CAGR +10.35% vs +10.07%, 5-year CAGR +7.20% vs +8.34%, volatility 10.98% vs 11.83%, maximum drawdown −31.22% vs −25.72%. Their portfolios overlap by 31.9% (24 stocks held by both).
Showing the Direct plan, Growth option. Portfolio, sector and market-cap figures are the same for every plan and option of a fund.
Key facts
| PGIM India Aggressive Hybrid Equity | Shriram Aggressive Hybrid | |
|---|---|---|
| Fund house | PGIM India Mutual Fund | Shriram Mutual Fund |
| Compared as | Aggressive Hybrid | Aggressive Hybrid |
| NAV | ₹158.6300 | ₹37.4404 |
| NAV date | 5 Nov 2026 | 5 Nov 2026 |
| Launched (first NAV) | 8 Mar 2016 | 6 Dec 2013 |
| Track record | 10.7 yrs | 12.9 yrs |
| Fund size (AUM) | ₹193 Cr | ₹50 Cr |
| Securities held | 70 | 88 |
| Portfolio as of | 30 Sep 2026 | 30 Sep 2026 |
| Fund page | Full record → | Full record → |
Returns
| PGIM India Aggressive Hybrid Equity | Shriram Aggressive Hybrid | |
|---|---|---|
| 1 month | +4.64% | +3.62% |
| 3 months | −0.41% | −0.97% |
| 6 months | +2.45% | +1.99% |
| 1 year | +0.06% | +1.31% |
| 3 years (CAGR) | +10.35% | +10.07% |
| 5 years (CAGR) | +7.20% | +8.34% |
| 7 years (CAGR) | +10.96% | +10.69% |
| 10 years (CAGR) | +9.90% | +10.31% |
| Since launch (CAGR) | +10.67% | +10.77% |
| SIP return (XIRR, 5 years) ⓘ | +8.61% | +8.26% |
Up to one year: absolute return. Beyond one year: CAGR. Computed from each fund's own NAV history (AMFI), measured to the latest NAV.
Calendar-year returns
| PGIM India Aggressive Hybrid Equity | Shriram Aggressive Hybrid | |
|---|---|---|
| 2026 (year to date) | +0.63% | −0.15% |
| 2025 | +5.89% | +4.02% |
| 2024 | +16.18% | +15.06% |
| 2023 | +19.15% | +22.83% |
| 2022 | −2.30% | +3.16% |
| 2021 | +24.81% | +16.74% |
Risk
| PGIM India Aggressive Hybrid Equity | Shriram Aggressive Hybrid | |
|---|---|---|
| Volatility (annualised) ⓘ | 10.98% | 11.83% |
| Downside volatility ⓘ | 7.43% | 8.83% |
| Sharpe ratio ⓘ | 0.35 | 0.30 |
| Sortino ratio ⓘ | 0.52 | 0.41 |
| Maximum drawdown ⓘ | −31.22% | −25.72% |
| Recovery from that fall | 7 months | 7 months |
| Current fall from peak | −1.24% | −2.16% |
| Rolling 1-year return: worst | −24.83% | −18.93% |
| Rolling 1-year return: median | +9.07% | +8.57% |
| Rolling 1-year return: best | +69.42% | +55.68% |
| Share of 1-year periods with a loss | 19.21% | 14.88% |
Against each fund's benchmark
| PGIM India Aggressive Hybrid Equity | Shriram Aggressive Hybrid | |
|---|---|---|
| Beta ⓘ | 0.70 | 0.75 |
| Alpha (Jensen's, annualised) ⓘ | +0.93% | +0.49% |
| R² ⓘ | 88.25 | 86.86 |
| Upside capture | 77.83% | 85.41% |
| Downside capture | 63.35% | 77.60% |
| Tracking error | 5.84% | 5.68% |
| Information ratio | 0.11 | 0.04 |
| Treynor ratio | 3.72 | 2.88 |
Portfolio
Asset mix
| PGIM India Aggressive Hybrid Equity | Shriram Aggressive Hybrid | |
|---|---|---|
| Equity | 76.26% | 74.03% |
| Debt | 20.43% | 24.24% |
| Cash & equivalents | 3.31% | 1.73% |
Market-cap split (share of fund assets)
| PGIM India Aggressive Hybrid Equity | Shriram Aggressive Hybrid | |
|---|---|---|
| Large Cap | 50.84% | 53.35% |
| Mid Cap | 17.95% | 8.45% |
| Small Cap | 6.87% | 11.96% |
| Unclassified | 0.60% | 0.27% |
Concentration
| PGIM India Aggressive Hybrid Equity | Shriram Aggressive Hybrid | |
|---|---|---|
| Top 10 holdings | 39.57% | 45.25% |
| Effective number of stocks ⓘ | 40.8 | 36.1 |
| Securities held | 70 | 88 |
Portfolio overlap: 31.9%
24 companies are held by both funds; by weight, 31.9% of the two portfolios is the same. That is a moderate overlap.
| Held by both | PGIM India Aggressive Hybrid Equity | Shriram Aggressive Hybrid |
|---|---|---|
| HDFC Bank Limited | 6.74% | 4.32% |
| ICICI Bank Limited | 6.41% | 3.92% |
| Reliance Industries Limited | 3.43% | 3.41% |
| Bharti Airtel Limited | 3.69% | 3.14% |
| State Bank of India | 2.26% | 2.31% |
| Larsen & Toubro Limited | 2.97% | 1.56% |
| Eternal Limited | 1.39% | 1.37% |
| 6.54% GOVT OF INDIA RED 17-01-2032 | 1.27% | 5.99% |
| Mahindra & Mahindra Limited | 1.21% | 2.53% |
| Infosys Limited | 2.69% | 1.10% |
| TVS Motor Company Ltd. | 0.95% | 1.14% |
| Marico Limited | 1.03% | 0.84% |
| Bharat Electronics Limited | 0.90% | 0.80% |
| Tata Steel Ltd. | 1.02% | 0.77% |
| Varun Beverages Limited | 0.77% | 1.22% |
Top 10 holdings
PGIM India Aggressive Hybrid Equity
- HDFC Bank Limited6.74%
- ICICI Bank Limited6.41%
- 7.26% Government of India (22/08/2032)4.70%
- Axis Bank Limited4.10%
- Bharti Airtel Limited3.69%
- Reliance Industries Limited3.43%
- Larsen & Toubro Limited2.97%
- Infosys Limited2.69%
- 7.1% Government of India (08/04/2034)2.58%
- State Bank of India2.26%
Shriram Aggressive Hybrid
- Bank of Baroda6.87%
- 6.54% GOVT OF INDIA RED 17-01-20325.99%
- Union Bank of India (22/02/2027)5.88%
- 8.54% REC Limited5.50%
- HDFC Bank Limited4.32%
- ICICI Bank Limited3.92%
- Axis Bank Limited3.69%
- Reliance Industries Limited3.41%
- Bharti Airtel Limited3.14%
- Mahindra & Mahindra Limited2.53%
Sector exposure
| PGIM India Aggressive Hybrid Equity | Shriram Aggressive Hybrid | |
|---|---|---|
| Banks | 15.41% | 15.20% |
| Sovereign | 11.77% | 0.00% |
| CARE A1+ | 0.00% | 6.87% |
| SOVEREIGN | 3.03% | 5.99% |
| ICRA A1+ | 0.00% | 5.88% |
| Automobiles | 2.16% | 5.59% |
| CRISIL AAA | 1.03% | 5.50% |
| Pharmaceuticals & Biotechnology | 5.39% | 4.22% |
| CRISIL A1+ | 4.60% | 0.00% |
| IT - Software | 4.60% | 4.38% |
| Auto Components | 4.21% | 0.81% |
| Finance | 4.13% | 2.45% |
| Consumer Durables | 3.97% | 0.03% |
| Petroleum Products | 3.43% | 3.89% |
Questions people ask
What is the difference between PGIM India Aggressive Hybrid Equity and Shriram Aggressive Hybrid returns?
As of 5 Nov 2026, Direct plan Growth option: 1-year return +0.06% vs +1.31%; 3-year CAGR +10.35% vs +10.07%; 5-year CAGR +7.20% vs +8.34%; 10-year CAGR +9.90% vs +10.31%. Past returns do not indicate future returns.
How do PGIM India Aggressive Hybrid Equity and Shriram Aggressive Hybrid compare on risk?
Volatility (36 monthly returns, annualised) 10.98% vs 11.83%; Sharpe ratio 0.35 vs 0.30; Sortino ratio 0.52 vs 0.41; maximum drawdown −31.22% vs −25.72%; beta 0.70 vs 0.75.
How much do PGIM India Aggressive Hybrid Equity and Shriram Aggressive Hybrid overlap?
By weight, 31.9% of the two portfolios is invested in the same companies; 24 stocks are held by both, the largest shared positions being HDFC Bank Limited, ICICI Bank Limited, Reliance Industries Limited. Based on the portfolios disclosed for Sep 2026 and Sep 2026.
What is the large, mid and small cap split of PGIM India Aggressive Hybrid Equity and Shriram Aggressive Hybrid?
PGIM India Aggressive Hybrid Equity: large cap 50.8%, mid cap 18.0%, small cap 6.9%. Shriram Aggressive Hybrid: large cap 53.4%, mid cap 8.5%, small cap 12.0% (share of the fund's assets, from its latest disclosed portfolio).
Is this a recommendation to choose one of these funds?
No. This page places the published figures of both funds side by side. It does not rank, rate or recommend either fund; which one suits an investor depends on their goals, horizon and risk tolerance.
More comparisons
PGIM India Aggressive Hybrid Equity vs
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Sources: NAV from AMFI; returns, risk and ratios computed by MF Analyser from each fund's NAV history (risk on 36 monthly returns, risk-free rate 6.5%); benchmark ratios against each fund's benchmark total-return index; portfolios from each fund house's monthly disclosure. Returns and ratios as of 5 Nov 2026. IDCW options show no return or risk figures because payouts reduce the NAV and AMFI's file carries no payout history to add back. This page compares published figures only — it does not rank, rate or recommend either fund. Past performance does not indicate future returns; mutual fund investments are subject to market risks.