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
₹759 Cr
N/A
2.51
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 | 1.39 | 2.19 | 6.56 |
| 6M | 0.13 | 4.51 | 13.26 |
| 1Y | 0.20 | 7.30 | 12.73 |
| 3Y | 6.73 | 20.63 | 56.54 |
Portfolio Analysis
- Equity: 73.41%
- Debt: 26.59%
- 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 ₹759 Crore. The fund benchmarks its performance against the CRISIL Hybrid 50 + 50 - Moderate Index while maintaining an expense ratio of 2.51. 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 | 733 CR | 2.83 |
| Shriram Balanced Advantage Fund Growth | 0 | 43 CR | 2.63 |
| PGIM India Balanced Advantage Fund Growth | 1 | 759 CR | 2.51 |
| HDFC Balanced Advantage Fund - Growth | 4 | 107,765 CR | 1.29 |
| Quant Dynamic Asset Allocation Fund Growth | 0 | 880 CR | 3.01 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundMotilal Oswal Balance Advantage Fund Growth | -0.2062 | 9.0358 |
| This FundShriram Balanced Advantage Fund Growth | 1.0441 | 20.3544 |
| This FundPGIM India Balanced Advantage Fund Growth | 0.1969 | 21.5764 |
| This FundHDFC Balanced Advantage Fund - Growth | 3.0961 | 44.3151 |
| This FundQuant Dynamic Asset Allocation Fund Growth | 0.9622 | 49.7681 |
PGIM India Balanced Advantage Fund Growth FAQs
- 1 Month : 1.39%
- 6 Months : 0.13%
- 1 Year : 0.20%
- 3 Years : 6.73%
