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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%
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.
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.
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.
We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.
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Recommended
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.
Top Ranked
Neutral
Not Recommended
Track Record
We look at consistent and long historical performance for our analysis.
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
We check if the sub-category of the fund is recommended by us.
Fund Performance
Consistency of performance over various tenures is analysed for a relative performance stack.
Track Record
We look at consistent and long historical performance for our analysis.
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
We check the relative interest rate risk of the sub-category of the fund. Lower the better.
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.
