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
₹770 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
You would have got
- 1
- 2
- 3
- 4
- 5
Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 1.74 | 0.13 | 126.76 |
| 6M | 0.40 | 2.29 | 126.76 |
| 1Y | -1.11 | 4.86 | 126.76 |
| 3Y | 6.31 | 12.67 | 126.76 |
Portfolio Analysis
- Equity: 74.34%
- Debt: 25.66%
- 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 ₹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 Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| TRUSTMF Arbitrage Fund Growth | 0 | 123 CR | 2.24 |
| Unifi Dynamic Asset Allocation Fund Growth | 0 | 1,290 CR | 1.98 |
| Mahindra Manulife Arbitrage Fund Growth | 0 | 126 CR | 1.87 |
| NJ Arbitrage Fund Growth | 1 | 272 CR | 1.65 |
| PGIM India Balanced Advantage Fund Growth | 1 | 770 CR | 2.55 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundTRUSTMF Arbitrage Fund Growth | 0 | 0 |
| This FundUnifi Dynamic Asset Allocation Fund Growth | 7.4921 | 0 |
| This FundMahindra Manulife Arbitrage Fund Growth | 5.4434 | 18.2018 |
| This FundNJ Arbitrage Fund Growth | 5.5683 | 19.9871 |
| This FundPGIM India Balanced Advantage Fund Growth | -1.1061 | 20.1581 |
PGIM India Balanced Advantage Fund Growth FAQs
- 1 Month : 1.74%
- 6 Months : 0.40%
- 1 Year : -1.11%
- 3 Years : 6.31%
