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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

Min. investment

SIP ₹1000 & Lump. ₹5000

AUM (Fund size)

₹770 Cr

Lock In Period

N/A

Expense Ratio

2.55

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.

Benchmark

CRISIL Hybrid 50 + 50 - Moderate Index

PGIM India Balanced Advantage Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.731.71126.76
6M0.675.79126.76
1Y-1.445.49126.76
3Y6.1311.97126.76

Portfolio Analysis

  • Equity: 74.34%
  • Debt: 25.66%
  • Others
As on: 2026-06-30
View allocation % by

1. HDFC Bank Ltd.5.99%
2. ICICI Bank Ltd.5.57%
3. Axis Bank Ltd.1.39%
4. Kotak Mahindra Bank Ltd.0.87%
5. AU Small Finance Bank Ltd.0.64%
6. The Federal Bank Ltd.0.46%

1. Reliance Industries Ltd.4.49%
2. Bharat Petroleum Corporation Ltd.0.76%

1. Sun Pharmaceutical Industries Ltd.0.94%
2. JB Chemicals & Pharmaceuticals Ltd.0.83%
3. Mankind Pharma Ltd.0.83%
4. Lupin Ltd.0.77%
5. Divi's Laboratories Ltd.0.76%

1. Infosys Ltd.1.32%
2. Tata Consultancy Services Ltd.0.77%
3. LTM Ltd.0.72%
4. Tech Mahindra Ltd.0.64%
5. Persistent Systems Ltd.0.59%

1. Bharti Airtel Ltd.3.13%

1. NTPC Ltd.1.56%
2. Torrent Power Ltd.1.07%

1. Bajaj Finance Ltd.1.84%
2. Shriram Finance Ltd.0.41%
3. Muthoot Finance Ltd.0.32%

1. State Bank of India2.42%

1. VARUN BEVERAGES LIMITED2.34%

1. Eternal Ltd.1.31%
2. FSN E-Commerce Ventures Ltd.0.78%

1. Larsen & Toubro Ltd.1.96%

1. TVS Motor Company Ltd.1.14%
2. Eicher Motors Ltd.0.78%

1. Mahindra & Mahindra Ltd.1.16%
2. Maruti Suzuki India Ltd.0.59%

1. JK Cement Ltd.0.96%
2. Ultratech Cement Ltd.0.69%

1. Max Healthcare Institute Ltd.0.89%
2. Aster DM Healthcare Ltd.0.61%

1. Titan Company Ltd.1.38%

1. SRF Ltd.1.31%

1. CG Power and Industrial Solutions Ltd.1.07%

1. Solar Industries India Ltd.1.07%

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 ₹770 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 NameRatingsAUMExpense Ratio
Mahindra Manulife Arbitrage Fund Growth0126 CR1.87
ICICI Prudential Arbitrage Fund - Institutional Plan Growth09,496 CR0.56
PGIM India Balanced Advantage Fund Growth1770 CR2.55
Nippon India Equity Savings Fund - Segregated Portfolio 1 Growth0775 CR
Fund Name1Y3Y
This FundMahindra Manulife Arbitrage Fund Growth5.270218.0452
This FundICICI Prudential Arbitrage Fund - Institutional Plan Growth6.489419.4467
This FundPGIM India Balanced Advantage Fund Growth-1.43619.5566
This FundNippon India Equity Savings Fund - Segregated Portfolio 1 Growth125.9965125.9965

PGIM India Balanced Advantage Fund Growth 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 2.55. 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 : 0.73%
  • 6 Months : 0.67%
  • 1 Year : -1.44%
  • 3 Years : 6.13%
Returns of PGIM India Balanced Advantage Fund Growth are updated daily based on NAV of ₹ 15.09 as on Jul 28,2026. Since inception, the return has been 19.56%.

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 ₹770 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.