Return
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- 6M
- 1Y
- 3Y
- 5Y
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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹1000 & Lump. ₹5000
AUM (Fund size)
₹894 Cr
Lock In Period
N/A
Expense Ratio
2.23
Benchmark
CRISIL Hybrid 50 + 50 - Moderate Index
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.
Summary
Latest details for PGIM India Balanced Advantage Fund Growth include a ₹14.93 NAV as of Mar 06,2026 and returns since inception of 31.06%. Minimum investments start at SIP ₹1000. The PGIM India Balanced Advantage Fund Growth AUM is ₹894 Cr, with a lock-in of N/A years, expense ratio of 2.23%, and benchmark CRISIL Hybrid 50 + 50 - Moderate Index. Exit load is - 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.. In the growth review for 1M Month/Year, the fund recorded -1.64% returns, against a category average of -0.97% and a category best of 126.76%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -1.64 | -0.97 | 126.76 |
| 6M | -1.83 | 1.25 | 126.76 |
| 1Y | 8.53 | 4.04 | 126.76 |
| 3Y | 9.44 | 10.72 | 126.76 |
Portfolio Analysis
- Equity: 65.60%
- Debt: 34.40%
- Others
As on: 2026-01-31
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About Fund
PGIM India Balanced Advantage Fund Growth managed by PGIM India Mutual Fund,is a Equity - Hybridscheme with Assets Under Management of ₹894 Crore. The fund benchmarks its performance against the CRISIL Hybrid 50 + 50 - Moderate Index while maintaining an expense ratio of 2.23. 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.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundNJ Arbitrage Fund Growth | 1 | 270.13 CR | 1 |
| This FundMirae Asset Arbitrage Fund Growth | 3 | 3638.66 CR | 0.93 |
| This FundLIC MF Balanced Advantage Fund Growth | 1 | 718.7 CR | 2.38 |
| This FundPGIM India Balanced Advantage Fund Growth | 1 | 894.17 CR | 2.23 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundNJ Arbitrage Fund Growth | 5.584 | 20.4649 |
| This FundMirae Asset Arbitrage Fund Growth | 6.0331 | 22.2052 |
| This FundLIC MF Balanced Advantage Fund Growth | 5.4482 | 28.0484 |
| This FundPGIM India Balanced Advantage Fund Growth | 8.526 | 31.0646 |
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 2.23. 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 : -1.64%
- 6 Months : -1.83%
- 1 Year : 8.53%
- 3 Years : 9.44%
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 ₹894 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.
Min Inv Amount: ₹500