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PGIM Mutual Funds

PGIM India Balanced Advantage Fund (Growth)

HybridDynamic Asset Allocation Or Balanced Advantage

14.09

NAV (Jun 11)

10.8%
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

14.09

NAV (Jun 11)

Fund Returns

Last 1Y
15.8%
Last 3Y
9.6%
Last 5Y
NA
Last 10Y
NA
Since Inception
10.8%
6 Month CAGR
7.6%

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
2.13
Launched (3y ago)
Feb 04, 2021
AUM in Crores
1145.954
ISIN
INF663L01V72
Lock-in
No Lock-in
Benchmark
CRISIL Hybrid 50+50 - Moderate TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
7.8
Standard Deviation (5yr)
0
Beta (3yr)
0
Beta (5yr)
0
Sharpe Ratio (3yr)
0.456
Sharpe Ratio (5yr)
0
YTM
7.36
Fund Managers

Chetan Chavan

Fund Manager

Chetan Gindodia

Fund Manager

Puneet Pal

Fund Manager

Utsav Mehta

Fund Manager

Vinay Paharia

Fund Manager

Anandha Padmanabhan Anjeneyan

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 (Growth)70%9,26,078 1,93,4669.6%
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 2024-06-11

Top Stock Holdings

icici bank ltd

5.9%
5.9%

7.18% govt stock 2037

5.5%
5.5%

reliance industries ltd

5.5%
5.5%

hdfc bank ltd

5.2%
5.2%

7.18% govt stock 2033

4.2%
4.2%
See all holdings

Allocation by Sector

financial services

20.8%
20.8%

industrials

9.8%
9.8%

consumer cyclical

6.6%
6.6%

technology

6.6%
6.6%

energy

5.5%
5.5%
See all sectors

Comparison with Hybrid Funds

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

₹ 34,733 cr

₹ 11,135 cr

₹ 3,337 cr

₹ 9,275 cr

₹ 815 cr

amc-img

About the AMC

PGIM India Asset Management Private Limited

PGIM India Asset Management Private Limited manages assets worth 25,053 crores and was set up on 24 September 2008. It's current offering of mutual fund schemes includes 18 equity,154 debt and 24 hybrid funds.amc-img
phone-img022-61593000
Fund NameScripbox Opinion
Till Date CAGR

7%

10.6%

6.3%

7.7%

6.3%

7.7%

12.3%

13.7%

5.7%

7.1%

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 10.8% over a period of 3 years. The fund is managed by PGIM India Asset Management Private Limited. The fund managers are Anandha Padmanabhan Anjeneyan, Chetan Chavan, Chetan Gindodia, Puneet Pal, Utsav Mehta, Vinay Paharia.

Nav of PGIM India Balanced Advantage Fund (G) as of 6/11/2024 is ₹14.09 with the total AUM as of 6/12/2024 is ₹1145.954. 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)?

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 2.13% for regular plan.