Edelweiss Aggressive Hybrid Fund vs PGIM India Aggressive Hybrid Equity Fund
Direct Plan, Growth option · Data as on 30-10-2026
Edelweiss Aggressive Hybrid Fund and PGIM India Aggressive Hybrid Equity Fund are both Aggressive Hybrid funds. In the 3 years to 30-10-2026, Edelweiss Aggressive Hybrid Fund (Direct) returned 12.8% a year and PGIM India Aggressive Hybrid Equity Fund (Direct) returned 9.1% a year. Edelweiss Aggressive Hybrid Fund charges 0.69% a year and PGIM India Aggressive Hybrid Equity Fund 1.08% (Direct plans). Their portfolios overlap 34.0%: they hold 29 of the same securities.
Edelweiss Aggressive Hybrid Fund
Aggressive Hybrid
- 3 year return
- 12.8%
- Expense ratio
- 0.69%
- NAV
- ₹73.75
PGIM India Aggressive Hybrid Equity Fund
Aggressive Hybrid
- 3 year return
- 9.1%
- Expense ratio
- 1.08%
- NAV
- ₹150.56
Which is better, Edelweiss Aggressive Hybrid or PGIM India Aggressive Hybrid Equity? Key differences
It depends on what you want from the fund. These are the differences in numbers, from the data on this page.
- Edelweiss Aggressive Hybrid returned more over 5 years: 12.6% a year against 6.3%.
- Edelweiss Aggressive Hybrid returned more over 3 years: 12.8% a year against 9.1%.
- Edelweiss Aggressive Hybrid costs less: 0.69% a year against 1.08% (Direct plans).
- PGIM India Aggressive Hybrid Equity swung less over 3 years: a standard deviation of 9.8% a year against 10.6%.
- Edelweiss Aggressive Hybrid fell less in its worst fall since 08-03-2016: −28.6% against −31.2%.
- Edelweiss Aggressive Hybrid is the larger fund: ₹3,875 Cr against ₹193 Cr.
- Their portfolios overlap 34.0%: 29 of the same holdings.
Past returns do not promise future returns. This page is information, not investment advice.
Key facts
From each fund's scheme summary document and AMFI
| Fact | Edelweiss Aggressive Hybrid Fund | PGIM India Aggressive Hybrid Equity Fund |
|---|---|---|
| Fund house | Edelweiss Mutual Fund | PGIM India Mutual Fund |
| Category | Aggressive Hybrid | Aggressive Hybrid |
| AUM | ₹3,875 Cr (30-09-2026) | ₹193 Cr (30-09-2026) |
| NAV | ₹73.75 (Direct) | ₹150.56 (Direct) |
| Expense ratio (Direct) | 0.69% | 1.08% |
| Expense ratio (Regular) | 2.07% | 2.55% |
| Riskometer | Very High | Very High |
| Benchmark | CRISIL Hybrid 35+65 - Aggressive Index | CRISIL Hybrid 35+65 - Aggressive Index |
| Launch date | 12-08-2009 | 05-02-2004 |
| Minimum investment | ₹100 | ₹5,000 |
| Lock in | None | None |
| Fund managers | Bharat Lahoti, Bhavesh Jain, Kedar Karnik, Rahul Dedhia | Vivek Sharma, Anandha Padmanabhan Anjeneyan, Vinay Paharia, Puneet Pal |
| Exit load | Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 90 days. | Exit load of 0.5%, if redeemed within 90 days. |
Edelweiss Aggressive Hybrid vs PGIM India Aggressive Hybrid Equity: Returns Comparison
Returns as on 30-10-2026. Up to one year they are absolute returns. Longer periods are a rate per year.
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y |
|---|---|---|---|---|---|---|---|
| Edelweiss Aggressive Hybrid Fund (Direct) | −0.12% | −3.09% | +0.07% | −1.98% | +12.76% | +12.64% | +13.16% |
| PGIM India Aggressive Hybrid Equity Fund (Direct) | −0.29% | −4.36% | −1.28% | −5.77% | +9.12% | +6.31% | +9.20% |
| Aggressive Hybrid average | −0.88% | −3.67% | −0.27% | −3.33% | +10.77% | +9.35% | +11.60% |
Category average: the average of the 29 Aggressive Hybrid funds, same plan type.
Edelweiss Aggressive Hybrid vs PGIM India Aggressive Hybrid Equity: Year-wise Returns
| Year | Edelweiss Aggressive HybridEdelweiss Aggressive Hybrid | PGIM India Aggressive Hybrid EquityPGIM India Aggressive Hybrid Equity |
|---|---|---|
| 2026to date | −2.20% | −4.49% |
| 2025 | +7.61% | +5.89% |
| 2024 | +22.20% | +16.18% |
| 2023 | +27.70% | +19.15% |
| 2022 | +7.44% | −2.30% |
| 2021 | +29.45% | +24.81% |
Edelweiss Aggressive Hybrid vs PGIM India Aggressive Hybrid Equity: Rolling Returns
Every holding period of both funds
Rolling returns
Every 3-year holding period, 1,884 of them, one for each trading day from 08-03-2019 to 30-10-2026: the yearly return (CAGR) of each, plotted on the day it ended. One lucky or unlucky start day cannot flatter or hide a fund.
Edelweiss Aggressive Hybrid Fund (Direct)
PGIM India Aggressive Hybrid Equity Fund (Direct)
to
Oct 2019Feb 2018
to
Feb 2021May 2019
to
May 2022Sept 2020
to
Sept 2023Dec 2021
to
Dec 2024Mar 2023
to
Mar 2026
How the periods spread
| Fund | Below 0% | 0-5% | 5-10% | 10-15% | 15-20% | 20-25% | Above 25% | Mean | Median | Lowest | Highest |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Edelweiss Aggressive Hybrid | 0.3 | 7.0 | 10.2 | 20.5 | 38.1 | 22.1 | 1.8 | 15.7% | 17.1% | −1.8% | 28.8% |
| PGIM India Aggressive Hybrid Equity | 3.0 | 6.6 | 25.5 | 47.8 | 15.2 | 1.9 | 0.0 | 11.1% | 11.4% | −5.7% | 24.9% |
The table shows the % of periods in each return band; a darker cell holds more of them. Lumpsum: the yearly rate (CAGR) from a period's first NAV to its last. SIP: the XIRR of the monthly instalments. Every fund is measured over the days all of them have, from 08-03-2016. Past returns do not promise future returns.
Edelweiss Aggressive Hybrid vs PGIM India Aggressive Hybrid Equity: SIP and Lumpsum Returns
What the same monthly or one-time investment would be worth in each fund today, from their own NAV history
Growth of an investment
₹10,000 on the first trading day of every month, from 01-03-2016 to 30-10-2026: 128 instalments, ₹12,80,000 in all.
| Investment | Invested | Value now | Gain | Return a year |
|---|---|---|---|---|
| Edelweiss Aggressive HybridEdelweiss Aggressive Hybrid Fund (Direct) | ₹12,80,000 | ₹27,79,938 | ₹14,99,938 | 13.9% |
| PGIM India Aggressive Hybrid EquityPGIM India Aggressive Hybrid Equity Fund (Direct) | ₹12,80,000 | ₹21,42,403 | ₹8,62,403 | 9.3% |
Edelweiss Aggressive HybridEdelweiss Aggressive Hybrid Fund (Direct)
PGIM India Aggressive Hybrid EquityPGIM India Aggressive Hybrid Equity Fund (Direct)
Amount invested
From each plan's published NAV (Growth option), over the same days. Return a year: XIRR for a SIP, CAGR for a lumpsum, shown for a year or more. It does not include exit load, stamp duty or tax. Past returns do not promise future returns.
Edelweiss Aggressive Hybrid vs PGIM India Aggressive Hybrid Equity: Risk and Drawdowns
How much each fund swings, and the worst fall over the same days
Risk and return
| Measure | Edelweiss Aggressive Hybrid Fund (Direct) | PGIM India Aggressive Hybrid Equity Fund (Direct) |
|---|---|---|
| Return (CAGR) | −1.98% | −5.77% |
| Standard deviation | 10.63% | 10.24% |
| Sharpe ratio | -0.68 | -1.08 |
| Sortino ratio | -0.91 | -1.44 |
| Maximum drawdown | −9.9% (30-03-2026) | −12.3% (30-03-2026) |
| Beta | -- | -- |
| Alpha | -- | -- |
From daily NAVs, 30-10-2025 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
| Measure | Edelweiss Aggressive Hybrid Fund (Direct) | PGIM India Aggressive Hybrid Equity Fund (Direct) |
|---|---|---|
| Return (CAGR) | +12.76% | +9.12% |
| Standard deviation | 10.61% | 9.83% |
| Sharpe ratio | 0.63 | 0.32 |
| Sortino ratio | 0.86 | 0.44 |
| Maximum drawdown | −12.0% (28-02-2025) | −12.7% (30-03-2026) |
| Beta | -- | -- |
| Alpha | -- | -- |
From daily NAVs, 30-10-2023 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
| Measure | Edelweiss Aggressive Hybrid Fund (Direct) | PGIM India Aggressive Hybrid Equity Fund (Direct) |
|---|---|---|
| Return (CAGR) | +12.64% | +6.31% |
| Standard deviation | 10.59% | 10.38% |
| Sharpe ratio | 0.65 | 0.05 |
| Sortino ratio | 0.88 | 0.07 |
| Maximum drawdown | −12.0% (28-02-2025) | −19.3% (20-06-2022) |
| Beta | -- | -- |
| Alpha | -- | -- |
From daily NAVs, 29-10-2021 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
| Measure | Edelweiss Aggressive Hybrid Fund (Direct) | PGIM India Aggressive Hybrid Equity Fund (Direct) |
|---|---|---|
| Return (CAGR) | +13.43% | +10.15% |
| Standard deviation | 12.38% | 11.49% |
| Sharpe ratio | 0.60 | 0.41 |
| Sortino ratio | 0.81 | 0.54 |
| Maximum drawdown | −28.6% (23-03-2020) | −31.2% (23-03-2020) |
| Beta | -- | -- |
| Alpha | -- | -- |
From daily NAVs, 08-01-2013 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
Drawdowns
How far below its previous high each one was on every day: the falls an investor had to sit through. 0% means it was at a new high.
Edelweiss Aggressive Hybrid Fund (Direct)
PGIM India Aggressive Hybrid Equity Fund (Direct)
| Fund | Worst fall | High before it | Bottom | Back at the high | Time to climb back | Below its high today |
|---|---|---|---|---|---|---|
| Edelweiss Aggressive Hybrid Fund (Direct) | −28.6% | 20-02-2020 | 23-03-2020 | 09-11-2020 | 8 months | −4.7% |
| PGIM India Aggressive Hybrid Equity Fund (Direct) | −31.2% | 17-01-2020 | 23-03-2020 | 06-11-2020 | 7 months | −6.3% |
From daily values since 08-03-2016, the first day every fund has.
Rolling standard deviation
Whether the swings have grown or calmed over time: the standard deviation of daily changes over every 1-year window, scaled to a year, plotted on the window's last day. Higher means a bumpier ride.
Edelweiss Aggressive Hybrid Fund (Direct)
PGIM India Aggressive Hybrid Equity Fund (Direct)
Whether the swings have grown or calmed over time: the standard deviation of daily changes over every 3-year window, scaled to a year, plotted on the window's last day. Higher means a bumpier ride.
Edelweiss Aggressive Hybrid Fund (Direct)
PGIM India Aggressive Hybrid Equity Fund (Direct)
Whether the swings have grown or calmed over time: the standard deviation of daily changes over every 5-year window, scaled to a year, plotted on the window's last day. Higher means a bumpier ride.
Edelweiss Aggressive Hybrid Fund (Direct)
PGIM India Aggressive Hybrid Equity Fund (Direct)
Edelweiss Aggressive Hybrid vs PGIM India Aggressive Hybrid Equity: Portfolio Overlap
From each fund's latest monthly portfolio: Edelweiss Aggressive Hybrid Fund, September 2026; PGIM India Aggressive Hybrid Equity Fund, September 2026
Holdings in common
- Overlap
- 34.0%
- Held by both
- 29
- Only in Edelweiss Aggressive Hybrid
- 79
- Only in PGIM India Aggressive Hybrid Equity
- 41
| Security | % of Edelweiss Aggressive Hybrid | % of PGIM India Aggressive Hybrid Equity |
|---|---|---|
| ICICI Bank Ltd. | 4.16% | 6.41% |
| HDFC Bank Ltd. | 3.05% | 6.74% |
| Bharti Airtel Ltd. | 3.05% | 3.69% |
| Reliance Industries Ltd. | 2.73% | 3.43% |
| State Bank of India | 2.64% | 2.26% |
| Infosys Ltd. | 1.62% | 2.69% |
| Larsen & Toubro Ltd. | 1.62% | 2.97% |
| Titan Company Ltd. | 1.59% | 2.14% |
| Bajaj Finance Ltd. | 1.27% | 2.09% |
| Mahindra & Mahindra Ltd. | 1.39% | 1.21% |
| Eternal Ltd. | 0.90% | 1.39% |
| Solar Industries India Ltd. | 0.87% | 1.24% |
| Multi Commodity Exchange Of India Ltd. | 0.85% | 1.17% |
| TVS Motor Company Ltd. | 0.75% | 0.95% |
| Ultratech Cement Ltd. | 0.74% | 1.36% |
| GE Vernova T&D India Limited | 0.77% | 0.69% |
| ITC Ltd. | 1.30% | 0.63% |
| Tech Mahindra Ltd. | 1.79% | 0.59% |
| InterGlobe Aviation Ltd. | 0.88% | 0.59% |
| Hindalco Industries Ltd. | 0.88% | 0.57% |
| VARUN BEVERAGES LIMITED | 0.56% | 0.77% |
| Tata Consultancy Services Ltd. | 1.11% | 0.55% |
| Craftsman Automation Ltd. | 1.15% | 0.52% |
| CG Power and Industrial Solutions Ltd. | 0.51% | 0.98% |
| Shriram Finance Ltd. | 0.71% | 0.47% |
| Tata Steel Ltd. | 0.46% | 1.02% |
| UNO Minda Ltd. | 0.43% | 1.36% |
| Muthoot Finance Ltd. | 0.74% | 0.38% |
| Ashok Leyland Ltd. | 0.37% | 0.49% |
Overlap: for each holding both funds own, the smaller of its two weights, added up. 34.0% means 34.0% of each fund's money sits in positions the other also holds. Matched by ISIN. Cash and hedged positions are left out.
Largest holdings only in Edelweiss Aggressive Hybrid Fund
| Security | % of fund |
|---|---|
| EDELWEISS MONEY MARKET FUND - DIRECT PL | 5.20% |
| EDELWEISS ULTRA SHORT TERM FUND | 5.19% |
| Sun Pharmaceutical Industries Ltd. | 2.12% |
| NTPC Ltd. | 1.95% |
| 7.65% HDB FIN SERV NCD 10-09-27 | 1.93% |
Largest holdings only in PGIM India Aggressive Hybrid Equity Fund
| Security | % of fund |
|---|---|
| 7.26% Government of India | 4.70% |
| Axis Bank Ltd. | 4.10% |
| 7.1% Government of India | 2.58% |
| 7.26% Government of India | 1.98% |
| Sona BLW Precision Forgings Ltd. | 1.86% |
Asset and sector split
Share of each fund, from its latest monthly portfolio
Asset allocation
| Asset | Edelweiss Aggressive Hybrid | PGIM India Aggressive Hybrid Equity |
|---|---|---|
| Equity | 74.3% | 76.3% |
| Debt | 8.2% | 20.4% |
| Cash and others | 17.4% | 3.3% |
Market cap of stocks
| Market cap | Edelweiss Aggressive Hybrid | PGIM India Aggressive Hybrid Equity |
|---|---|---|
| Large Cap | 48.3% | 50.8% |
| Mid Cap | 13.9% | 17.9% |
| Small Cap | 10.7% | 6.9% |
| Not on AMFI's list | 1.5% | 0.6% |
Share of the whole fund. Groups follow AMFI's latest list: Large Cap is the 100 largest companies, Mid Cap the next 150, Small Cap the rest.
Largest sectors
| Sector | Edelweiss Aggressive Hybrid | PGIM India Aggressive Hybrid Equity |
|---|---|---|
| Banks | 12.8% | 15.4% |
| Pharmaceuticals & Biotechnology | 6.0% | 5.4% |
| Auto Components | 5.5% | 4.2% |
| IT - Software | 4.5% | 4.6% |
| Finance | 4.6% | 4.1% |
| Consumer Durables | 1.6% | 4.0% |
| Retailing | 4.0% | 2.2% |
The six largest sectors of each fund's stocks, % of the fund.
Edelweiss Aggressive Hybrid vs PGIM India Aggressive Hybrid Equity: Expense Ratio
What each plan charges a year, from AMFI's expense ratio file
| Charge | Edelweiss Aggressive Hybrid Fund | PGIM India Aggressive Hybrid Equity Fund |
|---|---|---|
| Total expense ratio (Direct) | 0.69% | 1.08% |
| Base expense ratio (Direct) | 0.36% | 0.85% |
| Total expense ratio (Regular) | 2.07% | 2.55% |
| Base expense ratio (Regular) | 1.55% | 2.10% |
The expense ratio comes out of the fund's assets every day, so every return on this page is already after it. Base expense ratio: the fund house's own fee. The total adds brokerage, transaction costs, and levies with GST.
More comparisons
Each fund against the others of its category
Compare Edelweiss Aggressive Hybrid with
Compare PGIM India Aggressive Hybrid Equity with
Edelweiss Aggressive Hybrid Fund vs PGIM India Aggressive Hybrid Equity Fund: Frequently Asked Questions
What is the difference between Edelweiss Aggressive Hybrid Fund and PGIM India Aggressive Hybrid Equity Fund?
Both are Aggressive Hybrid funds, run by Edelweiss Mutual Fund and PGIM India Mutual Fund. Their portfolios overlap 34.0%. Edelweiss Aggressive Hybrid Fund charges 0.69% a year and PGIM India Aggressive Hybrid Equity Fund 1.08%.
Which has given higher returns, Edelweiss Aggressive Hybrid Fund or PGIM India Aggressive Hybrid Equity Fund?
Over 1 year: Edelweiss Aggressive Hybrid Fund −1.98%, PGIM India Aggressive Hybrid Equity Fund −5.77%. Over 3 years: Edelweiss Aggressive Hybrid Fund +12.76% a year, PGIM India Aggressive Hybrid Equity Fund +9.12% a year. Over 5 years: Edelweiss Aggressive Hybrid Fund +12.64% a year, PGIM India Aggressive Hybrid Equity Fund +6.31% a year. As on 30-10-2026. Past returns do not promise future returns.
Which has the lower expense ratio, Edelweiss Aggressive Hybrid Fund or PGIM India Aggressive Hybrid Equity Fund?
Edelweiss Aggressive Hybrid Fund charges less: 0.69% a year against 1.08%. These are the Direct plans' total expense ratios reported to AMFI.
How much do Edelweiss Aggressive Hybrid Fund and PGIM India Aggressive Hybrid Equity Fund overlap?
34.0%. They hold 29 of the same securities, the largest shared ones being ICICIBANK, HDFCBANK, BHARTIARTL. From each fund's latest monthly portfolio.
Which is riskier, Edelweiss Aggressive Hybrid Fund or PGIM India Aggressive Hybrid Equity Fund?
On SEBI's riskometer, Edelweiss Aggressive Hybrid Fund is rated Very High and PGIM India Aggressive Hybrid Equity Fund Very High. Over 3 years, the standard deviation of daily returns was 10.61% and 9.83% a year.
Which is better for SIP, Edelweiss Aggressive Hybrid Fund or PGIM India Aggressive Hybrid Equity Fund?
Over the last 5 years, a monthly SIP of ₹10,000 from 01-10-2021 to 30-10-2026 grew to ₹8,07,220 in Edelweiss Aggressive Hybrid Fund (XIRR 11.0% a year) and ₹7,22,056 in PGIM India Aggressive Hybrid Equity Fund (XIRR 6.6% a year). Both received 61 instalments. Past returns do not promise future returns.
Can I invest in both Edelweiss Aggressive Hybrid Fund and PGIM India Aggressive Hybrid Equity Fund?
Yes. 34.0% of each fund's money sits in the same holdings, so some of the two investments would move together.
Who manages Edelweiss Aggressive Hybrid Fund and PGIM India Aggressive Hybrid Equity Fund?
Edelweiss Aggressive Hybrid Fund: Bharat Lahoti, Bhavesh Jain, Kedar Karnik, Rahul Dedhia. PGIM India Aggressive Hybrid Equity Fund: Vivek Sharma, Anandha Padmanabhan Anjeneyan, Vinay Paharia, Puneet Pal.
Sources: NAV and expense ratio from AMFI. Holdings from each fund house's monthly portfolio statement. Fund facts from each scheme summary document.
This page is information, not investment advice. Mutual fund investments are subject to market risks; read all scheme related documents carefully. Past returns do not promise future returns. Figures come from AMFI, NSE, BSE and each fund house's own documents.