PGIM India Balanced Advantage Fund - Regular Growth

PGIM India Balanced Advantage Fund - Investment Information

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₹14.98 (-0.73%)
Current NAV 17-12-2024
13.66%
Returns
Min. SIP ₹1000

Min. Investment ₹5000

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Overview Returns Risk Portfolio Investment Details

Fund Suitability Test

Investment Objective

To provide capital appreciation and income distribution to the investors by dynamically managing the asset allocation between equity and fixed income using equity derivatives strategies, arbitrage opportunities and pure equity investments. The scheme seeks to reduce the volatility by diversifying the assets across equity and fixed income.

Basic Details

Key Information About Investing Details.

CategoryDynamic Asset Allocation
KRAKARVY
Inv. PlanGrowth
Launched In04-Feb-21
BenchmarkCRISIL Hybrid 50+50 Moderate TRI
Fund TypeOpen Ended
Fund HousePGIM India Mutual Fund

Investment Details

Check the Fund’s General Information

Fund size1057.34 Cr.
Min. Investment₹5000
Min. Sip Inv.₹1000
Min. Addl Inv.₹1000
Expense Ratio2.16%
Turn over%
Exit LoadPGIM India Balanced Advantage Fund - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges.

Fund Managers

Details of Managers and their Experience

Puneet Pal

Fund Manage : 19

Total AUM. : ₹20,950 Cr.

Hitash Dang

Fund Manage : 3

Total AUM. : ₹1,488 Cr.

Vinay Paharia

Fund Manage : 10

Total AUM. : ₹0 Cr.

Anandha Padmanabhan Anjeneyan

Fund Manage : 8

Total AUM. : ₹20,326 Cr.

Ojasvi Khicha

Fund Manage : 7

Total AUM. : ₹10,599 Cr.

AMC Office Information

Registered Office of Mutual Fund Company

AMCPGIM India Mutual Fund
Emailcare@pgimindia.co.in
Office No022-61593000
Websitehttps://www.pgimindiamf.com
Address44th Floor, C Wing, Laxmi Towers, Bandra Kurla Complex,Bandra (East), Mumbai - 400 051

Is this right fund for you?

1/3

What is your investing style?

Aggressive
Quality
Conservative

Frequently Asked Questions

What is a mutual fund?

In simple words, a fund is an investor’s safety deposit much like in earlier times when people used to store their savings into a bag of rice, in today’s times that bag has come with a new name that is the Mutual Fund.

What are the benefits of investing in funds?

Investing allows us with an opportunity to earn higher returns on our investment with minimal risks. It grows the capital invested in the long-term and provides a systematic way to secure one’s future.

Do mutual funds generate income?

Investing in funds is a great way to build capital. Long-term investments have proven to be a successful tool to create generational wealth. Deep analysis of the market and risk tolerance can help investors to earn good returns and generate income as well.

How many types of mutual funds are there?

There are several types of funds such as: • Equity funds, primary investment in stocks and equity shares. Subcategories include large-cap, mid-cap, small-cap funds. • Debt funds • Money market funds • Hybrid funds • Specialized funds

Who gets your money in mutual funds?

The income generated on the funds is the interest gained on the invested amount which is fairly distributed among the investors.