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    • PGIM India Balanced Advantage Fund (Growth)
    PGIM Mutual Funds

    PGIM India Balanced Advantage Fund (Growth)

    OtherOther

    11.27

    NAV (Sep 21)

    12.7%
    Till Date CAGR
    Scripbox Opinion

    Not Reviewed yet

    Our analysis of this fundLearn how we rate funds ->

    Track Record

    0 Years.

    Relative Size

    1,046 Cr.

    Category View

    .

    Consistency Of Performance

    .

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      Historical growth rate of 12% per annum
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      Recommended Duration > 5 years
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      No Lock-in
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      Grow Wealth , Retirement , Kid's Education

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    Historical NAV

    11.27

    NAV (Sep 21)

    Fund Returns

    Last 1Y
    NA
    Last 3Y
    NA
    Last 5Y
    NA
    Last 10Y
    NA
    Since Inception
    12.7%
    6 Month CAGR
    11%
    info-icon-blue

    Scheme Information

    Investment Objective

    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.

    Low

    Low to Moderate

    Moderate

    Moderately High

    High

    Very High

    risk-indicator-arrow.svg

    Moderate Risk

    Expense Ratio
    2.18
    Launched (0y ago)
    Feb 04, 2021
    AUM in Crores
    1045.150
    ISIN
    INF663L01V72
    Lock-in
    No Lock-in
    Benchmark
    CRISIL Hybrid 50+50 - Moderate TR INR
    SIP Minimum
    1000
    Lumpsum Min.
    5000
    Fund Managers
    user-avatar

    Aniruddha Naha

    Fund Manager

    user-avatar

    Hitash Dang

    Fund Manager

    user-avatar

    Kumaresh Ramakrishnan

    Fund Manager

    user-avatar

    Ravi Adukia

    Fund Manager

    calculator

    Returns Calculator Comparison

    of

    for

    with step up of

    InstrumentReturnsTotal CorpusGainsAnnualised %
    Mutual Fund70%₹ 965,796 ₹ 233,18411.25%
    EPF70% ₹ 900,761 ₹ 168,1498.50%
    Property70% ₹ 867,662 ₹ 135,0507.00%
    PPF70% ₹ 869,819 ₹ 137,2077.10%
    Bank FD70% ₹ 846,471 ₹ 113,8596.00%
    Gold70% ₹ 846,471 ₹ 113,8596.00%
    Savings Bank70% ₹ 825,950 ₹ 93,3385.00%

    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.

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    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • Inflation beating returns
      Inflation beating returns
    • Grow Wealth , Retirement , Kid's Education
      Grow Wealth , Retirement , Kid's Education
    • One click investing  tracking
      One click investing tracking
    comparison

    Comparison with Other Funds

    Fund NameScripbox OpinionFund SizeTrack Record

    Principal Retirement Sav Conservative fund (G)

    ₹ 1 cr

    0

    ₹ 188 cr

    0

    ₹ 14 cr

    0

    ₹ 6 cr

    0

    ₹ 16 cr

    0

    amc-icon

    About the AMC

    PGIM India Asset Management Private Limited

    PGIM India Asset Management Private Limited manages assets worth 12,976 crores and was set up on 24 September 2008. It's current offering of mutual fund schemes includes 15 equity,133 debt and 30 hybrid funds.

    amc-img

  • tel-amc-about
    022-61593000
  • mail-amc-about
    care@pgimindia.co.in
  • Fund NameScripbox Opinion
    Till Date CAGR
    top-ranked-badge

    28.5%

    12.5%

    top-ranked-badge

    5.1%

    7.3%

    top-ranked-badge

    26.7%

    15.9%

    top-ranked-badge

    %

    3.5%

    top-ranked-badge

    4.9%

    5.6%

    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration > 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Grow Wealth , Retirement , Kid's Education
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Parag Parikh Flexi Cap fund (Growth)

    Parag Parikh Flexi Cap fund (Growth)

    Equity

    Diversified

    Mirae Asset Large Cap Fund (Growth)

    Mirae Asset Large Cap Fund (Growth)

    Equity

    Large Cap

    Axis Bluechip Fund (Growth)

    Axis Bluechip Fund (Growth)

    Equity

    Large Cap

    Invesco India Growth Opportunities Fund (Growth)

    Invesco India Growth Opportunities Fund (Growth)

    Equity

    Diversified

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    3,600+

    AUM

    2,500+

    Cities

    2012

    Established

    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual funds

    We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

    What Scripbox recommendations mean?
    Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Sub-asset Class View

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

    About PGIM India Balanced Advantage Fund (G)

    About PGIM India Balanced Advantage Fund (G)

    PGIM India Balanced Advantage Fund (G) is a Other Other fund and has delivered an annualised return of 12.7% over a period of 0 years. . The fund is managed by PGIM India Asset Management Private Limited. The fund managers are Aniruddha Naha, Hitash Dang, Kumaresh Ramakrishnan, Ravi Adukia

    PGIM India Balanced Advantage Fund (G) Investment Objective

    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. . However, there is no assurance that the objective of the scheme will be realized.

    PGIM India Balanced Advantage Fund (G) NAV,AUM,Risk

    The PGIM India Balanced Advantage Fund (G) fund was launched on Feb 04, 2021. The NAV (Net Asset Value) of this Other Other fund as of 2021-09-21 is ₹11.27. The total AUM (Asset Under Management) of the fund as of 22/09/2021 is ₹1045.15. The category risk of the PGIM India Balanced Advantage Fund (G) fund is Moderate Risk. The fund charges 2.18 % as expense ratio.

    PGIM India Balanced Advantage Fund (G) Holdings

    The fund’s highest allocation is towards Others and has invested 51.3% in this asset class. The top three holdings of the fund are , net receivables / (payables) , pgim india insta csh dr pl gr , clearing corporation of india ltd. , state bank of india , housing development finance corp ltd , reliance industries ltd , future on united spirits ltd , united spirits ltd , adani ports & special economic zone ltd , future on adani ports & special economic zone ltd , lic housing finance limited , icici home finance company limited , rural electrification corporation limited , axis bank ltd , icici bank ltd , future on tata consultancy services ltd , tata consultancy services ltd , power finance corporation limited , future on state bank of india , infosys ltd , future on reliance industries ltd , future on asian paints ltd , asian paints ltd , l&t finance limited , 182 dtb 18112021 , 182 dtb 23122021 , 182 dtb 12112021 , acc ltd , future on acc ltd , larsen & toubro ltd , future on tata power co ltd , tata power co ltd , max healthcare institute ltd ordinary shares , jsw steel ltd , future on jsw steel ltd , sun pharmaceuticals industries ltd , 364 dtb 23092021 , 182 dtb 30122021 , future on aurobindo pharma ltd , aurobindo pharma ltd , future on axis bank ltd , alkem laboratories ltd , icici lombard general insurance co ltd , future on jindal steel & power ltd , jindal steel & power ltd , cummins india ltd , hindalco industries ltd , vedanta ltd , future on vedanta ltd , future on hindalco industries ltd , future on mahindra & mahindra ltd , hcl technologies ltd , mahindra & mahindra ltd , future on housing development finance corp ltd , max financial services ltd , future on indusind bank ltd , hdfc life insurance company limited , future on hdfc life insurance company limited , future on icici bank ltd , jubilant foodworks ltd , national bank for agriculture and rural development , indusind bank ltd , 182 dtb 25112021 , future on sun pharmaceuticals industries ltd , skf india ltd , bharti airtel ltd , future on bharti airtel ltd , voltas ltd , divi's laboratories ltd , container corporation of india ltd , steel authority of india ltd , gujarat gas ltd , future on steel authority of india ltd , krishna institute of medical sciences ltd , abbott india ltd , sikka ports & terminals limited , ultratech cement ltd , persistent systems ltd , future on bajaj auto ltd , bajaj auto ltd , dixon technologies (india) ltd , coforge ltd , l&t finance limited , power finance corporation limited , can fin homes ltd , grasim industries limited , 364 dtb 09092021 , future on infosys ltd , kotak mahindra bank ltd , future on larsen & toubro ltd , future on kotak mahindra bank ltd , tata steel ltd , ambuja cements ltd , icici prudential life insurance company limited , mindtree ltd , bharat petroleum corp ltd , future on bharat petroleum corp ltd , quess corp ltd , future on hcl technologies ltd , future on titan co ltd , titan co ltd , cipla ltd , bata india ltd , indian railway catering and tourism corp ltd , marico ltd , future on marico ltd , future on cipla ltd , sirca paints india ltd ordinary shares , future on bank of baroda , sun tv network ltd , bank of baroda , future on sun tv network ltd.

    PGIM India Balanced Advantage Fund (G) Sip

    The minimum SIP (Systematic Investment Plan) amount for this 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.

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