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

PGIM India Balanced Advantage Fund (Growth)

HybridDynamic Asset Allocation Or Balanced Advantage

11.44

NAV (Feb 01)

7%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

11.44

NAV (Feb 1)

Fund Returns

Last 1Y

0.6%

Last 3Y

NA

Last 5Y

NA

Last 10Y

NA

Since Inception

7%

6 Month CAGR

0.4%

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.

Expense Ratio

2.1

Launched (2y ago)

Feb 04, 2021

AUM in Crores

1457.749

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

6.77

Fund Managers

Hitash Dang

Fund Manager

Puneet Pal

Fund Manager

Rahul Jagwani

Fund Manager

Aniruddha Naha

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
PGIM India Balanced Advantage Fund (Growth)70%NaN NaN%
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.

Asset allocation and Holdings

Last updated on 2023-02-01

Top Stock Holdings

hdfc bank ltd

10.1%
10.1%

housing development finance corp ltd

7.2%
7.2%

hindustan unilever ltd

7.1%
7.1%

abbott india ltd

4.9%
4.9%

icici bank ltd

4.6%
4.6%
See all holdings

Allocation by Sector

financial services

25.9%
25.9%

healthcare

12.9%
12.9%

consumer defensive

12.5%
12.5%

industrials

10.3%
10.3%

consumer cyclical

4.8%
4.8%
See all sectors

Compare PGIM India Balanced Advantage Fund (Growth)

Fund NameFund SizeRolling Returns
ICICI Prudential Equity & Debt Fund (G)
ICICI Prudential Equity & Debt Fund (G)

₹ 21,281 cr

₹ 949 cr

₹ 530 cr

₹ 3,294 cr

₹ 2,750 cr

About the AMC

PGIM India Asset Management Private Limited

PGIM India Asset Management Private Limited manages assets worth 22,770 crores and was set up on 24 September 2008. It's current offering of mutual fund schemes includes 15 equity,146 debt and 24 hybrid funds.

amc-img

  • 022-61593000
  • care@pgimindia.co.in
  • Fund NameScripbox Opinion
    Till Date CAGR

    8.5%

    8.2%

    19.9%

    12%

    29.5%

    17.1%

    18.1%

    13.2%

    18.1%

    11.1%

    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 7% over a period of 1 years. The fund is managed by PGIM India Asset Management Private Limited. The fund managers are Aniruddha Naha, Hitash Dang, Puneet Pal, Rahul Jagwani.

    Nav of PGIM India Balanced Advantage Fund (G) as of 2/1/2023 is ₹11.44 with the total AUM as of 2/2/2023 is ₹1457.749. 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 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)?

    PGIM India Balanced Advantage Fund (G) is a Dynamic Asset Allocation Or Balanced Advantage Hybrid scheme predominantly investing across Hybrid instruments with an investment objective to generate wealth over the long term.

    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 2.1% for regular plan.