- Mutual Funds
- PGIM India Mutual Fund
- PGIM India Balanced Advantage Fund (G)
PGIM India Balanced Advantage Fund (G)
₹ 15.35
NAV (Sep 30)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 15.35
NAV (Sep 30)
Fund Returns
Last 1Y | 22.1% |
Last 3Y | 10.8% |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 12.4% |
6 Month CAGR | 13.5% |
Scheme Information
The scheme seeks to provide capital appreciation and income distribution to the investors by dynamically managing the asset allocation between equity and fixed income using equity derivatives strategies, arbitrage opportunities and pure equity investments. The scheme seeks to reduce the volatility by diversifying the assets across equity and fixed income.
Expense Ratio | 2.14 |
Launched (0y ago) | 2.14 |
AUM in Crores | 1123.7 |
ISIN | INF663L01V72 |
Lock-in | - |
Benchmark | CRISIL Hybrid 50+50 Moderate Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | - |
Standard Deviation | 8.4 |
Beta | 0.7 |
Sharpe Ratio | 0.6 |
YTM | - |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| PGIM India Balanced Advantage Fund (G) | 9,54,068 | 2,21,456 | 10.8% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Stock Holdings
GOI
5.4%HDFC Bank Ltd.
5.4%ICICI Bank Ltd.
5.4%Reliance Industries Ltd.
5.2%GOI
4.2%Allocation by Sector
Financial
16.84%Energy
7.94%Technology
7.38%Services
6.66%Consumer Staples
4.19%Comparison with Others Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 3,124 cr | ||
₹ 1,977 cr | ||
₹ 26,041 cr | ||
₹ 9,577 cr | ||
₹ 2,294 cr |
About the AMC
PGIM India Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
5.053% | 10.606% | ||
16.345% | 19.115% | ||
11.753% | 14.676% | ||
5.584% | 7.682% | ||
15.511% | 15.49% |
PGIM India Balanced Advantage Fund (G) Review
PGIM India Balanced Advantage Fund (G) is a Others Others fund and has delivered an annualised return of 12.44% over a period of 3 years. The fund is managed by PGIM India Mutual Fund. The fund managers are Anandha Padmanabhan Anjeneyan, Chetan Chavan, Chetan Gindodia, Hitash Dang, Ojasvi Khicha, Puneet Pal, Utsav Mehta, Vinay Paharia.
Nav of PGIM India Balanced Advantage Fund (G) as of 9/30/2024 is ₹15.35 with the total AUM as of 10/1/2024 is ₹1123.6873. With Scripbox you can compare and check the latest nav for all mutual funds in India. PGIM India Balanced Advantage Fund (G) was launched on 2021-02-04. The category risk of the fund is Above Average.
The minimum SIP amount for PGIM India Balanced Advantage Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
Frequently Asked Questions
What is PGIM India Balanced Advantage Fund (G)?
How to invest in PGIM India Balanced Advantage Fund (G)?
You can invest in PGIM India Balanced Advantage Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of PGIM India Balanced Advantage Fund (G)?
The minimum sip amount for PGIM India Balanced Advantage Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is PGIM India Balanced Advantage Fund (G) good to invest in?
As per Scripbox experts, PGIM India Balanced Advantage Fund (G) is a fund. You can investPGIM India Balanced Advantage Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the PGIM India Balanced Advantage Fund (G)?
The expense ratio of the PGIM India Balanced Advantage Fund (G) is 2.14% for regular plan.