PGIM India Balanced Advantage Fund - Regular Plan - Dividend Option

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Dynamic Asset Allocation NAV 11.41 0 29 September, 2023

Fund Details

Category Dynamic Asset Allocation
Fund Type Open Ended
Investment Plan Dividend
Launch Date 04 February, 2021
Benchmark CRISIL Hybrid 50+50 Moderate TRI
Asset Size(Cr) 1390.9599
Turn over 159%
Min Investment ₹ 5000
Min SIP Investment ₹ 500
Min Addl Investment ₹ 1000
Exit Load 0.5% for redemption within 90 days
Expense Ratio 2.07
Fund Manager Puneet Pal, Vinay Paharia, Hitash Dang, Anandha Padmanabhan Anjeneyan, Ojasvi Khicha
Fund House PGIM Mutual Fund

Investment Returns (As on 29 Sep, 2023)

Duration Returns Benchmark Category
1 W 1.32% 1.58% 1.13%
1 M 2.19% 4.02% 2.56%
3 M 2.3% 1.44% 1.76%
6 M 1.28% 0.35% 1.39%
1 Y 5.3% 7.25% 5.92%
2 Y 6.7% 12.49% 7.65%
3 Y - 23.79% 13.21%
5 Y - 12.46% 7.76%

Risk Mesasures (As on 29 Sep, 2023)

Std Dev Sharpe Beta Alpha
Fund
Benchmark 0 0 0 0
Returns Compare with Others
  • 1Y
  • 3Y
  • 5Y

Portfolio (As on 30 Jun, 2023)

Assets Allocation

Sector Holdings

Return Calculator

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Disclaimer: Above returns are calculated on the basis of historical NAV movement for the selected period. However, historical performance does not guarantee future returns. Investors must take investment decisions based on his/her own requirements.

Peer Comparison

Fund Name 1 Yr Rtn. 3 Yr Rtn. 5 Yr Rtn.
PGIM India Balanced Advantage Fund - Regular Plan - Dividend Option 5.3% 0% 0%

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