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

PGIM India Balanced Advantage Fund (G)

OthersDynamic Asset Allocation or Balanced Advantage

15.35

NAV (Sep 30)

12.44%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
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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

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

Investment Objective

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

Anandha Padmanabhan Anjeneyan

Fund Manager

Chetan Chavan

Fund Manager

Chetan Gindodia

Fund Manager

Hitash Dang

Fund Manager

Ojasvi Khicha

Fund Manager

Puneet Pal

Fund Manager

Utsav Mehta

Fund Manager

Vinay Paharia

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
PGIM India Balanced Advantage Fund (G)70%9,54,068 2,21,45610.8%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 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 2024-02-12

Top Stock Holdings

GOI

5.4%
5.39%

HDFC Bank Ltd.

5.4%
5.39%

ICICI Bank Ltd.

5.4%
5.36%

Reliance Industries Ltd.

5.2%
5.24%

GOI

4.2%
4.17%
See all holdings

Allocation by Sector

Financial

16.84%
16.84%

Energy

7.94%
7.94%

Technology

7.38%
7.38%

Services

6.66%
6.66%

Consumer Staples

4.19%
4.19%
See all sectors

Comparison with Others Funds

Fund NameFund Size
kotak-mahindra
Kotak Nasdaq 100 FOF (G)

₹ 3,124 cr

₹ 1,977 cr

₹ 26,041 cr

₹ 9,577 cr

₹ 2,294 cr

amc-img

About the AMC

PGIM India Mutual Fund

PGIM is the global investment management business of Prudential Financial, Inc. USA. The company manages more than USD 1.4 trillion assets. PGIM offers a broad range of investment capabilities through multi manager model. The team of experienced professionals assist the investors in achieving their financial goals.amc-img
phone-img022-61593000 / 1800-266-2667
Fund NameScripbox 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)?

PGIM India Balanced Advantage Fund (G) is a Others Others scheme predominantly investing across Others 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 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.