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- PGIM Mutual Funds
- PGIM India Balanced Advantage Fund (Growth)
PGIM India Balanced Advantage Fund (Growth)
₹ 12.56
NAV (Sep 29)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 12.56
NAV (Sep 29)
Fund Returns
Last 1Y | 10.9% |
Last 3Y | NA |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 9% |
6 Month CAGR | 9.9% |
Scheme Information
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. However,there can be no assurance that the investment objective of the Scheme will be achieved. The Scheme does not guarantee/ indicate any returns.
Expense Ratio | 2.07 |
Launched (2y ago) | Feb 04, 2021 |
AUM in Crores | 1374.238 |
ISIN | INF663L01V72 |
Lock-in | No Lock-in |
Benchmark | CRISIL Hybrid 50+50 - Moderate TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 0 |
Standard Deviation (5yr) | 0 |
Beta (3yr) | 0 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 0 |
Sharpe Ratio (5yr) | 0 |
YTM | 7.21 |
Returns Calculator Comparison
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with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| PGIM India Balanced Advantage Fund (Growth) | NaN | NaN | % | |
| 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
hdfc bank ltd
9%icici bank ltd
8.5%reliance industries ltd
7%infosys ltd
6.8%clearing corporation of india ltd.
5.2%Allocation by Sector
financial services
29%industrials
9%technology
8.5%energy
7%consumer defensive
6.9%Comparison with Hybrid Funds
| Fund Name | Fund Size | Rolling Returns |
|---|---|---|
₹ 25,274 cr | ||
₹ 9,394 cr | ||
₹ 2,901 cr | ||
₹ 3,302 cr | ||
₹ 1,335 cr |
About the AMC
PGIM India Asset Management Private Limited
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
29.1% | 17.4% | ||
28.5% | 16.7% | ||
28.5% | 16.7% | ||
21.9% | 12.7% | ||
0.9% | 8.7% |
PGIM India Balanced Advantage Fund (G) Review
PGIM India Balanced Advantage Fund (G) is a Dynamic Asset Allocation Or Balanced Advantage Hybrid fund and has delivered an annualised return of 9% over a period of 2 years. The fund is managed by PGIM India Asset Management Private Limited. The fund managers are Anandha Padmanabhan Anjeneyan, Hitash Dang, Ojasvi Khicha, Puneet Pal, Vinay Paharia.
Nav of PGIM India Balanced Advantage Fund (G) as of 9/29/2023 is ₹12.56 with the total AUM as of 10/3/2023 is ₹1374.238. 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 Feb 04, 2021. The category risk of the fund is Very High Risk.
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 Not Reviewed Yet 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 2.07% for regular plan.