PGIM India Balanced Advantage Fund Growth Return
- 1M
- 3M
- 6M
- 1Y
- 3Y
- 5Y
This Fund:
Sensex:
BankFD:
Showing Funds Performance since Sep 07, 2020
PGIM India Balanced Advantage Fund Growth Fund Overview
SIP ₹1000 & Lump. ₹5000
₹798 Cr
N/A
2.55
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.
CRISIL Hybrid 50 + 50 - Moderate Index
PGIM India Balanced Advantage Fund Growth Calculate Returns
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 3.69 | -0.30 | 126.76 |
| 6M | -2.51 | 1.69 | 126.76 |
| 1Y | -2.57 | 4.27 | 126.76 |
| 3Y | 6.36 | 13.04 | 126.76 |
Portfolio Analysis
- Equity: 72.26%
- Debt: 27.74%
- Others
About Fund PGIM India Balanced Advantage Fund Growth
PGIM India Balanced Advantage Fund Growth managed by PGIM India Mutual Fund,is a Equity - Hybridscheme with Assets Under Management of ₹798 Crore. The fund benchmarks its performance against the CRISIL Hybrid 50 + 50 - Moderate Index while maintaining an expense ratio of 2.55. 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 Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| Union Multi Asset Allocation Fund Growth | 0 | 963.51 CR | 2.38 |
| Parag Parikh Arbitrage Fund Growth | 0 | 2510.12 CR | 1.35 |
| Mahindra Manulife Arbitrage Fund Growth | 0 | 121.08 CR | 1.87 |
| NJ Arbitrage Fund Growth | 1 | 270.68 CR | 1.65 |
| PGIM India Balanced Advantage Fund Growth | 1 | 797.63 CR | 2.55 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundUnion Multi Asset Allocation Fund Growth | 14.099 | 0 |
| This FundParag Parikh Arbitrage Fund Growth | 5.9941 | 0 |
| This FundMahindra Manulife Arbitrage Fund Growth | 5.3671 | 18.1575 |
| This FundNJ Arbitrage Fund Growth | 5.4835 | 19.8866 |
| This FundPGIM India Balanced Advantage Fund Growth | -2.5707 | 20.3175 |
PGIM India Balanced Advantage Fund Growth FAQs
- 1 Month : 3.69%
- 6 Months : -2.51%
- 1 Year : -2.57%
- 3 Years : 6.36%
