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
₹739 Cr
N/A
2.53
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 | -3.61 | -0.60 | 1.08 |
| 6M | 3.02 | 4.56 | 14.47 |
| 1Y | -4.49 | 4.43 | 25.12 |
| 3Y | 5.28 | 14.80 | 47.02 |
Portfolio Analysis
- Equity: 75.48%
- Debt: 24.52%
- Others
About Fund PGIM India Balanced Advantage Fund Growth
PGIM India Balanced Advantage Fund Growth managed by PGIM India Mutual Fund,is a Balanced Fundsscheme with Assets Under Management of ₹739 Crore. The fund benchmarks its performance against the CRISIL Hybrid 50 + 50 - Moderate Index while maintaining an expense ratio of 2.53. 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 |
|---|---|---|---|
| Motilal Oswal Balance Advantage Fund Growth | 1 | 743 CR | 2.85 |
| Shriram Balanced Advantage Fund Growth | 0 | 42 CR | 2.61 |
| PGIM India Balanced Advantage Fund Growth | 1 | 738 CR | 2.53 |
| Quant Dynamic Asset Allocation Fund Growth | 0 | 852 CR | 3.02 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundMotilal Oswal Balance Advantage Fund Growth | -3.3849 | 4.2807 |
| This FundShriram Balanced Advantage Fund Growth | -3.296 | 13.8892 |
| This FundPGIM India Balanced Advantage Fund Growth | -4.4863 | 16.6799 |
| This FundQuant Dynamic Asset Allocation Fund Growth | -2.5397 | 40.6741 |
PGIM India Balanced Advantage Fund Growth FAQs
- 1 Month : -3.61%
- 6 Months : 3.02%
- 1 Year : -4.49%
- 3 Years : 5.28%
Daily Research Calls
₹0 AMC for First Year
Dedicated RM Support
