PGIM India Balanced Advantage Fund – Direct Growth
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Invested Amount--
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Wealth Gained--
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Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 12.9% | - | - | 11% | ||||
| Category Average | 18.2% | 21.6% | 13.9% | - |
Scheme Allocation
Advance Ratio
Exit Load
| 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 |
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Fund 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. However, there can be no assurance that the investment objective of the Scheme will be achieved. The Scheme does not guarantee/ indicate any returns.
Fund Managers
Vinay Paharia
With over 16 years of experience in the financial services industry, Mr. Vinay Paharia commenced his career at Global Stockbroking Pvt. Ltd. as an equity research analyst and is currently working at Union Management Co. Pvt. Ltd. as its Chief Investment Officer. Academically, Mr. Vinay Paharia has an MMS degree in Finance from Welingkar Institute of Management and holds a CFA from the Institute of Chartered Financial Analyst of India. Mr. Paharia’s vast experience has given him a deep understanding of the mutual funds market. He currently manages more than nine Union Mutual Fund schemes with an aggregated AuM of Rs. 1,793 crores.
Risk-O-Meter
Peer Comparison
- Fund Name
- Fund Size
- 1Y
- 3Y
- 5Y
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- 61,598
-
28.5%Fund Size - 61,598
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30.8%Fund Size - 61,598
-
16.8%Fund Size - 61,598
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- 9,394
-
15%Fund Size - 9,394
-
16.6%Fund Size - 9,394
-
13.6%Fund Size - 9,394
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- 6,794
-
15.1%Fund Size - 6,794
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16.2%Fund Size - 6,794
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11.9%Fund Size - 6,794
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- 6,956
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13.7%Fund Size - 6,956
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16%Fund Size - 6,956
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11.7%Fund Size - 6,956
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- 49,102
-
13.8%Fund Size - 49,102
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15.9%Fund Size - 49,102
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12.3%Fund Size - 49,102
AMC Contact Details
Frequently Asked Questions
How to invest in PGIM India Balanced Advantage Fund – Direct Growth ?
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for PGIM India Balanced Advantage Fund – Direct Growth in the search box.
- Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"
What is the NAV of PGIM India Balanced Advantage Fund – Direct Growth ?
How to redeem PGIM India Balanced Advantage Fund – Direct Growth holding ?
What is the minimum sip amount of PGIM India Balanced Advantage Fund – Direct Growth?
What are the top sectors PGIM India Balanced Advantage Fund – Direct Growth has invested in?
- Banks - 22.85%
- Debt - 22.74%
- IT-Software - 7.73%
- Petroleum Products - 7.11%
- Diversified FMCG - 5.29%
Can I make investments in both the SIP and Lump Sum schemes of PGIM India Balanced Advantage Fund – Direct Growth?
How much returns have PGIM India Balanced Advantage Fund – Direct Growth generated ?
What is the expense ratio of PGIM India Balanced Advantage Fund – Direct Growth ?
What is the AUM of PGIM India Balanced Advantage Fund – Direct Growth?
What are the top stock holdings of PGIM India Balanced Advantage Fund – Direct Growth?
- HDFC Bank - 9.05%
- ICICI Bank - 8.5%
- Reliance Industr - 6.95%
- Infosys - 6.82%
- Axis Bank - 3.34%
How can I redeem my investments in PGIM India Balanced Advantage Fund – Direct Growth?
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select PGIM India Balanced Advantage Fund – Direct Growth in Scheme, enter the redemption amount, and click on submit button.