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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹1000 & Lump. ₹5000

AUM (Fund size)

₹800 Cr

Lock In Period

N/A

Expense Ratio

2.28

Benchmark

CRISIL Hybrid 50 + 50 - Moderate Index

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.

Summary

Latest details for PGIM India Balanced Advantage Fund Growth include a ₹14.9 NAV as of Apr 28,2026 and returns since inception of 27.80%. Minimum investments start at SIP ₹1000. The PGIM India Balanced Advantage Fund Growth AUM is ₹800 Cr, with a lock-in of N/A years, expense ratio of 2.28%, and benchmark CRISIL Hybrid 50 + 50 - Moderate Index. Exit load is - 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.. In the growth review for 1M Month/Year, the fund recorded 5.29% returns, against a category average of 0.06% and a category best of 126.76%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M5.290.06126.76
6M-4.660.10126.76
1Y1.773.39126.76
3Y8.5211.14126.76

Portfolio Analysis

  • Equity: 66.11%
  • Debt: 33.89%
  • Others
As on: 2026-03-31
View allocation % by

1. HDFC Bank Ltd.5.52%
2. ICICI Bank Ltd.4.27%
3. Axis Bank Ltd.1.13%
4. Kotak Mahindra Bank Ltd.0.72%
5. AU Small Finance Bank Ltd.0.48%
6. The Federal Bank Ltd.0.33%

1. Reliance Industries Ltd.5.22%
2. Bharat Petroleum Corporation Ltd.0.44%

1. Infosys Ltd.1.62%
2. Tata Consultancy Services Ltd.0.89%
3. LTIMindtree Ltd.0.75%
4. Persistent Systems Ltd.0.74%
5. Tech Mahindra Ltd.0.58%

1. JB Chemicals & Pharmaceuticals Ltd.0.84%
2. Divi's Laboratories Ltd.0.84%
3. Sun Pharmaceutical Industries Ltd.0.82%
4. Mankind Pharma Ltd.0.70%

1. Bharti Airtel Ltd.2.40%

1. Bajaj Finance Ltd.1.57%
2. Muthoot Finance Ltd.0.46%
3. Shriram Finance Ltd.0.32%

1. State Bank of India2.16%

1. NTPC Ltd.1.00%
2. Torrent Power Ltd.0.92%

1. Mahindra & Mahindra Ltd.1.16%
2. Maruti Suzuki India Ltd.0.71%

1. SRF Ltd.1.27%
2. Navin Fluorine International Ltd.0.54%

1. TVS Motor Company Ltd.1.05%
2. Eicher Motors Ltd.0.67%

1. Eternal Ltd.1.11%
2. FSN E-Commerce Ventures Ltd.0.54%

1. Larsen & Toubro Ltd.1.62%

1. JK Cement Ltd.0.83%
2. Ultratech Cement Ltd.0.71%

1. Britannia Industries Ltd.0.89%
2. Nestle India Ltd.0.33%
3. MRS Bectors Food Specialities Ltd.0.26%

1. Max Healthcare Institute Ltd.0.70%
2. Aster DM Healthcare Ltd.0.66%

1. Titan Company Ltd.1.24%

1. VARUN BEVERAGES LIMITED1.21%

About Fund

PGIM India Balanced Advantage Fund Growth managed by PGIM India Mutual Fund,is a Equity - Hybridscheme with Assets Under Management of ₹800 Crore. The fund benchmarks its performance against the CRISIL Hybrid 50 + 50 - Moderate Index while maintaining an expense ratio of 2.28. Under the expert guidance of Vinay Paharia ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Vinay Paharia

Mr. Vinay holds a Commerce degree and holds an MMS degree from Welingkar Institute of Management, Mumbai. He is also a Chartered Financial Analyst from ICFAI. He has over 8 years experience in equity research. Prior to joining Religare Asset Management, Vinay was an Equity Research Analyst with DBS Cholamandalam AMC. Prior to DBS Cholamandalam AMC, Vinay worked with KRC, a domestic broking house, as an Analyst in the PMS division and as a sell side analyst with First Global.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
This FundNJ Arbitrage Fund Growth1269.85 CR1
This FundMirae Asset Arbitrage Fund Growth33474.23 CR0.93
This FundLIC MF Balanced Advantage Fund Growth1652.81 CR2.42
This FundPGIM India Balanced Advantage Fund Growth1799.81 CR2.28
Fund Name1Y3Y
This FundNJ Arbitrage Fund Growth5.222320.0908
This FundMirae Asset Arbitrage Fund Growth5.537921.7368
This FundLIC MF Balanced Advantage Fund Growth-0.261726.142
This FundPGIM India Balanced Advantage Fund Growth1.771127.8015

FAQs

PGIM India Balanced Advantage Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of PGIM India Balanced Advantage Fund Growth is 2.28. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

PGIM India Balanced Advantage Fund Growth’s fund performance is as follows:
  • 1 Month : 5.29%
  • 6 Months : -4.66%
  • 1 Year : 1.77%
  • 3 Years : 8.52%
Returns of PGIM India Balanced Advantage Fund Growth are updated daily based on NAV of ₹ 14.9 as on Apr 28,2026. Since inception, the return has been 27.80%.

You can invest in PGIM India Balanced Advantage Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of PGIM India Balanced Advantage Fund Growth is ₹800 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in PGIM India Balanced Advantage Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500