PGIM India Balanced Advantage Fund – Direct Growth
₹ 1,000
Min SIP
₹ 5,000
Min Lumpsum
0.46 %
Expense Ratio
Rating
1,127
Fund Size (in Cr)
4 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 3 yrs
-
Invested Amount--
-
Wealth Gained--
-
Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 21.7% | 12.6% | - | 14.1% | ||||
| Category Average | 19.6% | 13.9% | 14.6% | - |
Scheme Allocation
By Holding
By Sector
By Asset
Advance Ratio
1.01
Alpha
2.41
SD
0.65
Beta
0.56
Sharpe
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 |
|---|
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 Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- 5,486
-
16.4%Fund Size - 5,486
-
8.7%Fund Size - 5,486
-
11.7%Fund Size - 5,486
-
- 94,048
-
38.5%Fund Size - 94,048
-
26%Fund Size - 94,048
-
23%Fund Size - 94,048
-
- 12,117
-
29.3%Fund Size - 12,117
-
14.9%Fund Size - 12,117
-
18.7%Fund Size - 12,117
-
- 60,135
-
24.4%Fund Size - 60,135
-
14.9%Fund Size - 60,135
-
15.6%Fund Size - 60,135
-
- 803
-
29.4%Fund Size - 803
-
14.8%Fund Size - 803
-
14.6%Fund Size - 803
AMC Contact Details
PGIM India Mutual Fund
AUM:
23,548 Cr
Address:
4th Floor, C Wing, Laxmi Towers,
Bandra Kurla Complex,
Bandra (East), Mumbai - 400 051
Contact:
022-61593000
Email ID:
care@pgimindia.co.in
More Funds from PGIM India Mutual Fund
Fund Name
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- Other .
- FoFs Overseas .
-
- 1,344
-
31%Fund Size - 1,344
-
4.2%Fund Size - 1,344
-
18.5%Fund Size - 1,344
-
- Equity .
- Large Cap .
-
- 608
-
29.7%Fund Size - 608
-
14%Fund Size - 608
-
17.9%Fund Size - 608
-
- Equity .
- ELSS .
-
- 759
-
28.8%Fund Size - 759
-
18%Fund Size - 759
-
22.1%Fund Size - 759
-
- Equity .
- Flexi Cap .
-
- 6,417
-
31.7%Fund Size - 6,417
-
13.9%Fund Size - 6,417
-
25.7%Fund Size - 6,417
-
- Equity .
- Mid Cap .
-
- 11,268
-
36%Fund Size - 11,268
-
19.3%Fund Size - 11,268
-
34.4%Fund Size - 11,268
Mutual Funds By Category
Equity
Debt
Hybrid
equity
Large Cap
Fund Name
Mid Cap
Fund Name
Small Cap
Fund Name
Multi Cap
Fund Name
ELSS
Fund Name
Dividend Yield
Fund Name
Sectoral / Thematic
Fund Name
Focused
Fund Name
debt
Ultra Short Duration
Fund Name
Liquid
Fund Name
Gilt
Fund Name
Long Duration
Fund Name
Overnight
Fund Name
Floater
Fund Name
hybrid
Arbitrage
Fund Name
Equity Savings
Fund Name
Aggressive Hybrid
Fund Name
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- Equity .
- Large Cap .
-
- 31,800
-
40.1%Fund Size - 31,800
-
25%Fund Size - 31,800
-
24.3%Fund Size - 31,800
-
- Equity .
- Large Cap .
-
- 62,717
-
42.7%Fund Size - 62,717
-
22%Fund Size - 62,717
-
23%Fund Size - 62,717
-
- Equity .
- Large Cap .
-
- 14,528
-
38%Fund Size - 14,528
-
17.3%Fund Size - 14,528
-
22.7%Fund Size - 14,528
-
- Equity .
- Large Cap .
-
- 2,284
-
46.2%Fund Size - 2,284
-
21.2%Fund Size - 2,284
-
22.4%Fund Size - 2,284
-
- Equity .
- Large Cap .
-
- 1,203
-
44.1%Fund Size - 1,203
-
19.8%Fund Size - 1,203
-
22.1%Fund Size - 1,203
Frequently Asked Questions
How to invest in PGIM India Balanced Advantage Fund – Direct Growth ?
You can invest in PGIM India Balanced Advantage Fund – Direct Growth in a quick and simple process. Follow the below steps;
- 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 ?
The NAV of PGIM India Balanced Advantage Fund – Direct Growth is ₹16 as of 30 August 2024.
How to redeem PGIM India Balanced Advantage Fund – Direct Growth holding ?
You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.
What is the minimum sip amount of PGIM India Balanced Advantage Fund – Direct Growth?
The minimum SIP amount of PGIM India Balanced Advantage Fund – Direct Growth is ₹1000
What are the top sectors PGIM India Balanced Advantage Fund – Direct Growth has invested in?
The top sectors PGIM India Balanced Advantage Fund – Direct Growth has invested in are
- Debt - 31.1%
- Banks - 13.26%
- IT-Software - 7.38%
- Petroleum Products - 5.24%
- Retailing - 4.36%
Can I make investments in both the SIP and Lump Sum schemes of PGIM India Balanced Advantage Fund – Direct Growth?
Yes, You can select both SIP or Lumpsum investment of PGIM India Balanced Advantage Fund – Direct Growth based on your investment objective and risk tolerance.
How much returns have PGIM India Balanced Advantage Fund – Direct Growth generated ?
The PGIM India Balanced Advantage Fund – Direct Growth has delivered 14.1% since inception
What is the expense ratio of PGIM India Balanced Advantage Fund – Direct Growth ?
The expense ratio of PGIM India Balanced Advantage Fund – Direct Growth is 0.46 % as of 30 August 2024.
What is the AUM of PGIM India Balanced Advantage Fund – Direct Growth?
The AUM of PGIM India Balanced Advantage Fund – Direct Growth is ₹23,548 Cr as of 30 August 2024
What are the top stock holdings of PGIM India Balanced Advantage Fund – Direct Growth?
The top stock holdings of PGIM India Balanced Advantage Fund – Direct Growth are
- HDFC Bank - 5.39%
- ICICI Bank - 5.36%
- Reliance Industr - 5.24%
- Infosys - 2.83%
- TCS - 2.6%
How can I redeem my investments in PGIM India Balanced Advantage Fund – Direct Growth?
Step 1: Visit the fund house's website
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.
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.