PGIM India Balanced Advantage Fund

AMC: PGIMINDIA Moderate Risk Hybrid Dynamic Asset Allocation

📊 Quick Summary Of This Page

PGIM India Balanced Advantage Fund is a mutual fund managed by , offering diversified exposure across equities with holdings spanning key sectors and companies. Analyze its portfolio structure, sector allocation, NAV trend and SIP performance to understand its investment strategy and risk profile.
₹1,000
Minimum SIP
2.03%
Expense Ratio
Mr. Vinay Paharia
Fund Manager
Growth
Plan Type
15 Jan 2021
Launch Date
0.50%
For Exits within 90 days from date of allotment of units : 0.50%. For Exits beyond 90 days from date of allotment of units : NIL.
Exit Load
NAV Momentum
Fund Analysis

PGIM India Balanced Advantage Fund does not yet have a 5-year performance history.

The average return for Dynamic Asset Allocation funds is 51.19% .

Holdings Insights

The fund currently owns more than 0 stocks.

The top 10 holdings account for 0.00% of total assets.

Based on portfolio allocation, this fund appears well diversified compared with peers.

Category Comparison
Metric Fund Category Avg
1 Year Return 1.53% 1.03%
2 Year Return 16.38% 10.99%
3 Year Return 25.24% 29.11%
4 Year Return N/A 41.83%
5 Year Return N/A 51.19%
6 Year Return N/A 76.99%
7 Year Return N/A 95.33%
Expense Ratio 2.03% -
NAV History
Fund Information

AMC: PGIMINDIA

Category: Hybrid • Dynamic Asset Allocation

Launch Date: 15 Jan 2021

Fund Manager: Mr. Vinay Paharia

Minimum Purchase: ₹5,000

Exit Load: For Exits within 90 days from date of allotment of units : 0.50%. For Exits beyond 90 days from date of allotment of units : NIL.

Lock-in: 0

Risk: Moderate Risk

About This Fund

PGIM India Balanced Advantage Fund is managed by PGIMINDIA and belongs to the Hybrid category.

Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.

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Frequently Asked Questions

PGIM India Balanced Advantage Fund is a mutual fund managed by . It invests across equities and provides exposure to diversified companies and sectors.

SIP suitability of PGIM India Balanced Advantage Fund depends on its historical NAV performance, volatility, portfolio quality, expense ratio and long-term consistency.

PGIM India Balanced Advantage Fund holds companies such as and other stocks based on its latest portfolio disclosure.

is currently one of the highest allocated sectors in PGIM India Balanced Advantage Fund, based on the latest portfolio data.

PGIM India Balanced Advantage Fund currently holds approximately stocks across multiple sectors and market caps.

The expense ratio of PGIM India Balanced Advantage Fund is , which represents the annual cost charged for managing the fund.

PGIM India Balanced Advantage Fund manages assets worth approximately , representing the total investor capital under management.

PGIM India Balanced Advantage Fund carries a risk profile based on its portfolio composition, volatility and market exposure.

PGIM India Balanced Advantage Fund performance can be evaluated using historical NAV trends, SIP returns and long-term return consistency.

Yes, PGIM India Balanced Advantage Fund can be compared with other funds based on returns, holdings, overlap, sector allocation and risk metrics.

PGIM India Balanced Advantage Fund is evaluated against , which represents its benchmark index for performance comparison.

is the Asset Management Company responsible for managing PGIM India Balanced Advantage Fund and making investment decisions.

Yes, PGIM India Balanced Advantage Fund provides company-wise exposure showing which stocks the fund is invested in and their weightage.

PGIM India Balanced Advantage Fund may be suitable for long-term investors depending on risk tolerance, investment goals and portfolio diversification needs.

The SIP calculator uses historical NAV data of PGIM India Balanced Advantage Fund to estimate returns and wealth creation over different time periods.