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PGIM India Balanced Advantage Fund - Regular Growth
- Hybrid
- Dynamic Asset Allocation
- Very High
-
₹14.56
(-0.07%)
Current NAV 14-11-2024
-
17.81%
Returns
-
Min. SIP ₹1000
Min. Investment ₹5000
Fund Suitability Test
Returns
Track investment returns to meet financial goals.
| This Fund | Category Avg. | Benchmark | |
|---|---|---|---|
| 1W | -0.07% | -1.72% | -2.74% |
| 1M | -2.12% | -3.62% | -6.2% |
| 3M | 0.41% | -0.77% | -2.32% |
| 6M | 8.46% | 5.85% | 6.79% |
| 1Y | 17.81% | 19.25% | 22.35% |
| 2Y | 12.45% | 14.53% | 14.58% |
| 3Y | 8.71% | 10.24% | 10.42% |
| 5Y | 0% | 12.33% | 16% |
| ALL | 11.64% | 11.31% | 14% |
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Risk Analysis
Helps you understand the fund’s risk levels.
| Standard Dev | Sharpe | Beta | Alpha | |
|---|---|---|---|---|
| Fund | 7.82% | 0.48% | 1.02% | -0.67% |
| Category | 0% | 0% | 0% | 0% |
Riskometer
Comparison Of PGIM India Balanced Advantage Fund - Regular Growth
Compare your fund with the top category schemes.
PGIM India Balanced Advantage Fund - Regular Growth
3Y Returns8.71% (p.a.)
Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
3Y Returns10.59% (p.a.)
PGIM India Balanced Advantage Fund - Regular Growth
3Y Returns8.71% (p.a.)
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
3Y Returns10.46% (p.a.)
PGIM India Balanced Advantage Fund - Regular Growth
3Y Returns8.71% (p.a.)
HSBC Balanced Advantage Fund - Regular Growth
3Y Returns10.38% (p.a.)
PGIM India Balanced Advantage Fund - Regular Growth
3Y Returns8.71% (p.a.)
Kotak Balanced Advantage Fund -Regular Plan - Growth Option
3Y Returns10.66% (p.a.)
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Start SIPPortfolio Summary (as on 31-May-2024)
An insight into your portfolio composition.
Equity67.50% Debt32.19% Others0.31%
Equity Market Cap
Top 5 Sectors of Equity
Financial 17.51%
Energy 8.45%
Services 5.9%
Technology 5.81%
Capital Goods 5.63%
Top 5 Companies of Equity
ICICI Bank Ltd. 5.85%
Reliance Industries Ltd. 5.46%
HDFC Bank Ltd. 5.22%
Tata Consultancy Services Ltd. 2.96%
Axis Bank Ltd. 2.36%
Debt Market Cap
Top 5 Sectors of Debt
Sovereign 15.74%
Financial 9.98%
Others 3.76%
Energy 1.45%
Capital Goods 0.71%
Top 5 Companies of Debt
7.18% GOI 24/07/2037 5.47%
7.18% GOI 14/08/2033 4.25%
Others 3.76%
7.68% Small Industries Devp. Bank of India Ltd. 10/08/2027 2.27%
HSBC InvestDirect Financial Services India Ltd.% 177-D 14/06/2024 2.26%
Others Market Cap
Top 5 Sectors of Others
Others 0.31%
Top 5 Companies of Others
Others 0.31%
Check out the favourite sectors and companies of this fund
Detail Portfolio AnalysisAlternative Fund Category Peer View
Check out the other Mutual Funds in this category
More Funds From PGIM Mutual Fund
| Scheme Name | 1M | 3M | 6M | 1Y | 5Y | |
|---|---|---|---|---|---|---|
| PGIM India Emerging Markets Equity Fund - Growth | 1.08% | 14.33% | 15.4% | 36.76% | 2.31% | |
| PGIM India Global Equity Opportunities Fund - Growth | 0.48% | 9.52% | 10.82% | 34.89% | 18.18% | |
| PGIM India Global Select Real Estate Securities Fund of Fund - Regular Plan - Growth Option | 0.46% | 6.59% | 13.75% | 29.67% | 0% | |
| PGIM India Small Cap Fund - Regular Plan - Growth Option | -4.14% | 2.11% | 15.63% | 27.84% | 0% | |
| PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option | -5.38% | -0.14% | 13.01% | 26.79% | 28.54% | |
| PGIM India Flexi Cap Fund - Regular Plan - Growth Option | -4.05% | 0.26% | 11.15% | 24.87% | 20.56% | |
| PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option | -3.04% | 0.48% | 11.36% | 22.78% | 17.98% | |
| PGIM India Large Cap Fund - Growth | -4.5% | -2.15% | 6.76% | 20.19% | 13.03% | |
| PGIM India Hybrid Equity Fund - Growth Option | -2.04% | 0.96% | 8.54% | 20.07% | 11.84% | |
| PGIM India Balanced Advantage Fund - Regular Growth | -2.12% | 0.41% | 8.46% | 17.81% | 0% |
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Chat with usFrequently Asked Questions
What is the current NAV of PGIM India Balanced Advantage Fund - Regular Growth?
Net asset value is the per unit price of the mutual fund. The NAV of funds changes every day. The latest NAV of PGIM India Balanced Advantage Fund - Regular Growth as of 14-11-2024 is 14.56.
What is the benchmark of PGIM India Balanced Advantage Fund - Regular Growth?
PGIM performance is primarily benchmarked against the NIFTY 500 TRI with NIFTY 50 TRI serving as an addition.
Is PGIM India Balanced Advantage Fund - Regular Growth a safe fund to invest?
Every fund has different types of risk which are mentioned in the risko-meter. The investors are advised to understand their risk tolerance and decide which type of fund they can invest in.
What are the top 5 holdings of PGIM India Balanced Advantage Fund - Regular Growth?
The fund's top 5 sectors holdings are Financial, Energy, Services, Technology, Capital Goods, Sovereign, Financial, Others, Energy, Capital Goods, Others
How can I redeem my investments in PGIM India Balanced Advantage Fund - Regular Growth?
Redeeming your investments in PGIM India Balanced Advantage Fund - Regular Growth is super easy.
• If you have invested this fund via MySIPonline, just log into the app, go to the investment section, and place your redemption request.
• If you have invested this fund from elsewhere, go to the fund house website and place your redemption request from there.
Who manages this fund, and what is their expertise?
Puneet Pal, Vinay Paharia, Anandha Padmanabhan Anjeneyan, Chetan Chavan, Chetan Gindodia, with an extensive experience of 15 years while managing equity & related investments. He is focused on picking quality companies and holds them for a long duration to generate good compounding returns in their funds.
What is the expense ratio of PGIM India Balanced Advantage Fund - Regular Growth?
The expense ratio of a mutual fund means the charges that you pay to the mutual fund company for managing your investments in the fund. This fund has an expense ratio of 1.37%.
What is the AUM or size of PGIM India Balanced Advantage Fund - Regular Growth?
AUM or asset under management is the total value of the assets held by a mutual fund scheme. A fund with a high AUM means a lot of money has been invested in it. The AUM of PGIM India Balanced Advantage Fund - Regular Growth is Rs 1137.64 Crs. Crs.
Should I invest in PGIM India Balanced Advantage Fund - Regular Growth?
This fund has a consistency rating of which indicates that the fund has generated average returns. However, whatever returns that the fund delivers, it does so with exceptional consistency. You can consider this fund if the predictability of returns is what you are looking for.
How to start online SIP in PGIM India Balanced Advantage Fund - Regular Growths?
MySIPonline is a dedicated platform to start online SIP or mutual funds in any scheme of mutual funds. Firstly, the investor needs to complete KYC details, choose the best fund, add it to the cart, and make the payment through UPI, net banking, or debit card available on our site.
Is there any brokerage/advisory fees on Mutual Fund SIP transactions?
At MySIPonline, we do not charge any fees related to brokerage & advisory part. That makes us more accessible and cost-effective for a broader range of investors.
