PGIM India Balanced Advantage Fund - Regular Growth PGIM India Balanced Advantage Fund - Regular Growth

PGIM India Balanced Advantage Fund - Regular Growth

  • Current NAV

    ₹13.8 0.05%

    17-05-2024
  • Annual Returns

    15.1%

  • Min. SIP ₹1000

    Min. Investment ₹5000

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Calculate SIP Returns of PGIM India Balanced Advantage Fund - Regular Growth

Monthly SIP Target Amount

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Annual returns
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Annual returns
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Net Profit ₹ 5,000

+

Invested Amt. ₹ 10,000

=

Total Wealth ₹ 15,000

If you start a SIP of Rs 1000 per month from now, your net wealth at retirement will be

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Investment Returns

This Fund Category Avg. Benchmark
1W 1.47% 1.64% 1.89%
1M 1.62% 1.98% 1.64%
3M 3.53% 3.24% 2.15%
6M 9.61% 12.85% 14.29%
1Y 15.1% 24.06% 24.92%
2Y 12.93% 16.03% 18.96%
3Y 9.85% 12.33% 16.01%
5Y 0% 12.19% 15.9%
ALL 9.78% 12.05% 14.05%

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Risk scale

Very High

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Fund Managers

Puneet Pal
Puneet Pal

Fund Manage - 19

Total AUM. - 20950Cr.

Hitash Dang
Hitash Dang

Fund Manage - 3

Total AUM. - 1488Cr.

Vinay Paharia
Vinay Paharia

Fund Manage - 10

Total AUM. - 0Cr.

Anandha Padmanabhan Anjeneyan
Anandha Padmanabhan Anjeneyan

Fund Manage - 8

Total AUM. - 20326Cr.

Ojasvi Khicha
Ojasvi Khicha

Fund Manage - 7

Total AUM. - 10599Cr.

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Portfolio Analysis

Equity68.8% Debt31.06% Others0.14%

Market Cap

Top 5 Sectors

Financial

Energy

Services

Technology

Capital Goods

Top 5 Companies

ICICI Bank Ltd.

Reliance Industries Ltd.

HDFC Bank Ltd.

Tata Consultancy Services Ltd.

Bharti Airtel Ltd.

Market Cap

Top 5 Sectors

Sovereign

Financial

Others

Energy

Capital Goods

Top 5 Companies

Others

7.18% GOI 24/07/2037

7.18% GOI 14/08/2033

HSBC InvestDirect Financial Services India Ltd.% 177-D 14/06/2024

6.54% GOI 17/01/2032

Market Cap

Top 5 Sectors

Others

Top 5 Companies

Others

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Alternative Fund Category Peer View

3M 6M 1Yr 3Yr 5Yr

Fund Name Returns

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More Funds From PGIM India Mutual Fund

Scheme Name 1M 3M 6M 1Y 5Y
PGIM India Global Equity Opportunities Fund - Growth 3.85% 2.66% 20.02% 35.48% 16.77%
PGIM India Small Cap Fund - Regular Plan - Growth Option 3.57% 4.02% 11.78% 34.37% 0%
PGIM India Emerging Markets Equity Fund - Growth 11.45% 7.89% 20.23% 32.78% 2.13%
PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option 4.53% 5.88% 14.4% 29.9% 27.25%
PGIM India Flexi Cap Fund - Regular Plan - Growth Option 1.62% 3.26% 13.41% 23.3% 19.78%
PGIM India Large Cap Fund - Growth 1.72% 3.85% 12.99% 22.49% 13.42%
PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option 1.96% 4.27% 11.34% 21.74% 17.09%
PGIM India Hybrid Equity Fund - Growth Option 1.53% 3.04% 10.32% 18.13% 11.56%
See More About PGIM India Mutual Fund

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3Y Returns30%

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Returns24.75%

AUM 18616Cr.

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3Y Returns24.2%

AUM 23717Cr.

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Canara Robeco Small Cap Fund - Regular Plan - Growth Option

Returns27.67%

AUM 7821Cr.

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Franklin India Smaller Companies Fund-Growth

3Y Returns32.71%

AUM 11398Cr.

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Returns25.41%

AUM 13095Cr.

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3Y Returns39.87%

AUM 3693Cr.

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HDFC Infrastructure Fund - Growth Plan

Returns38.98%

AUM 1311Cr.

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Suitability

This fund is suitable for those investors
  • Suitability Purpose of this fundPurpose
  • Ideal for a wide range of investors seeking investment opportunities from short to long periods, offering a versatile approach to wealth accumulation
  • Suitability Strategy of this fundStrategy
  • Utilizes a combination of equity and debt investments, dynamically adjusting the mix to respond to market conditions, aiming to optimize returns while minimizing risk.
  • Suitability Duration of this fundDuration
  • A recommended minimum investment period of 1-3 years allows investors to benefit from both the growth potential of equities and the stability of fixed-income securities through various market phases.
  • Suitability Risk Tolerance of this fundRisk Tolerance
  • Anticipates low volatility due to the diversified blend of equities and fixed-income securities, with the fund
  • Suitability Returns Expectation of this fundReturns Expectation
  • Targets a balanced compounded annual growth rate (CAGR) of 10-15%, offering a harmonious blend of stability and growth potential.

Frequently 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 17-05-2024 is 13.8.

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 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.

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 1273.74 Crs.

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.

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.

What are the top 5 holdings of PGIM India Balanced Advantage Fund - Regular Growth?

The fund's top 5 holdings are in Bajaj holdings and investment Financial, Energy, Services, Technology, Capital Goods.

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.

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.

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.

Who manages this fund, and what is their expertise?

Puneet Pal, Vinay Paharia, Hitash Dang, Anandha Padmanabhan Anjeneyan, Ojasvi Khicha, 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.

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