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Pgim India Balanced Advantage Fund Regular Plan Growth
NAV (Apr 26,2024)
Introducing PGIM India Balanced Advantage Fund - Regular Plan - Growth! With an expense ratio of 2.09%, this fund offers a PE ratio of 43.86 and a PB ratio of 7.90. The scheme's assets under management stand at ₹1,273.74 crore, making it a reliable choice. With a minimum investment requirement of ₹5,000 and no lock-in period, this fund provides flexibility to investors. Established on February 4, 2021, PGIM India Balanced Advantage Fund ensures growth opportunities for your investments.
Pgim India Balanced Advantage Fund Regular Plan Growth Latest Trend
- 1M
- 2M
- 3M
Pgim India Balanced Advantage Fund Regular Plan Growth Latest Trend
Risk Ratios
- P/E Ratio46.82
- P/B Ratio8.45
- Alpha0
- Beta0
- Sharpe0.12
- Sortino0.20
Fund Overview
2.13%
0%
No Lock-in
₹ 1155.15 Cr
SIP ₹5000.00
Scheme Riskometer
Investors understand that their principal will be at
Very High
Investment Return Calculator
as on Apr 28, 2024
Total Invested Amount | 3 Months Absolute Return (In %) | 6 Months Absolute Return (In %) | 1 Year Absolute Return (In %) | 3 Year Absolute Return (In %) | 5 Year Absolute Return (In %) |
---|---|---|---|---|---|
₹ 10,000 | ₹ 10,464.94 (4.65%) | ₹ 11,254.1 (12.54%) | ₹ 11,775.3 (17.75%) | ₹ 13,408.2 (34.08%) | ₹ -- (--) |
₹ 30,000 | ₹ 31,394.82 (4.65%) | ₹ 33,762.3 (12.54%) | ₹ 35,325.9 (17.75%) | ₹ 40,224.6 (34.08%) | ₹ -- (--) |
₹ 50,000 | ₹ 52,324.7 (4.65%) | ₹ 56,270.5 (12.54%) | ₹ 58,876.5 (17.75%) | ₹ 67,041 (34.08%) | ₹ -- (--) |
₹ 80,000 | ₹ 83,719.52 (4.65%) | ₹ 90,032.8 (12.54%) | ₹ 94,202.4 (17.75%) | ₹ 1,07,265.6 (34.08%) | ₹ -- (--) |
₹ 1,00,000 | ₹ 1,04,649.4 (4.65%) | ₹ 1,12,541 (12.54%) | ₹ 1,17,753 (17.75%) | ₹ 1,34,082 (34.08%) | ₹ -- (--) |
Calculate Your Mutual Fund Returns
Fund Portfolio Allocation
- Holdings
- Sectors
Name
Assets
- Government of India15.24%
- Clearing Corporation of India Ltd6.35%
- ICICI Bank Ltd5.85%
- HDFC Bank Ltd5.75%
- Axis Bank Ltd4.68%
- Reliance Industries Ltd4.25%
- Larsen & Toubro Ltd3.00%
- Bharti Airtel Ltd2.46%
- Canara Bank2.42%
- Kotak Mahindra Bank Ltd2.32%
- Avenue Supermarts Ltd2.15%
- HSBC InvestDirect Financial Ser Ind Ltd2.13%
- LTIMindtree Ltd2.12%
- JK Cement Ltd1.98%
- InterGlobe Aviation Ltd1.87%
- Max Healthcare Institute Ltd1.80%
- Indraprastha Gas Ltd1.78%
- JB Chemicals & Pharmaceuticals Ltd1.76%
- Mankind Pharma Ltd1.67%
- Bharat Electronics Ltd1.66%
- SBI Life Insurance Company Ltd1.59%
- Cholamandalam Investment & Finance Company Ltd1.52%
- Coforge Ltd1.50%
- Bajaj Finance Ltd1.32%
- Maruti Suzuki India Ltd1.25%
- LIC Housing Finance Ltd1.25%
- Titan Company Ltd1.16%
- VARUN BEVERAGES LIMITED1.16%
- Page Industries Ltd1.02%
- United Spirits Ltd0.98%
- Timken India Ltd0.93%
- Poonawalla Fincorp Ltd0.90%
- CG Power and Industrial Solutions Ltd0.89%
- Sona BLW Precision Forgings Ltd0.89%
- Zomato Ltd0.89%
- Sikka Ports and Terminals Ltd0.87%
- Tube Investments Of India Ltd0.82%
- SRF Ltd0.81%
- Aarti Industries Ltd0.78%
- Vedant Fashions Ltd0.68%
- Jamnagar Utilities & Power Pvt Ltd0.67%
- Multi Commodity Exchange Of India Ltd0.64%
- UNO Minda Ltd0.64%
- Dixon Technologies India Ltd0.60%
- Syngene International Ltd0.57%
- Havells India Ltd0.56%
- Infosys Ltd0.56%
- SKF India Ltd0.53%
- Mahindra & Mahindra Financial Services Ltd0.52%
- Power Grid Corporation of India Ltd0.52%
- Motherson Sumi Wiring India Ltd0.48%
- Export Import Bank of India0.43%
- National Bank for Agriculture & Rural Development0.43%
- Abbott India Ltd0.42%
- Central Depository Services I Ltd0.42%
- Navin Fluorine International Ltd0.42%
- ICICI Securities Ltd0.40%
- Aditya Birla Finance Ltd0.40%
- ICICI Lombard General Insurance Co Ltd0.33%
- Metro Brands Ltd0.33%
- Devyani International Ltd0.30%
- Kotak Mahindra Investments Ltd0.30%
- Indian Railway Finance Corporation Ltd0.26%
- CRISIL Ltd0.09%
- Net Receivables Payables-3.27%
- Bank - Private16.47%
- Miscellaneous15.25%
- Refineries4.25%
- IT - Software4.18%
- Finance - NBFC3.74%
- Retailing2.48%
- Chemicals2.01%
- Insurance1.92%
- Airlines1.87%
- Textile1.70%
- Auto Ancillary1.53%
- Bearings1.46%
- Consumer Food1.46%
- Electric Equipment1.46%
- Diamond & Jewellery1.16%
- e-Commerce0.89%
- Cycles0.82%
- Business Support0.57%
- Depository Services0.42%
- Ratings0.09%
Holdings Analysis
Peer Comparison
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- 6M
- 1Y
- 3Y
- 5Y
Mutual Fund Schemes | Category | Risk | Absolute Return (6M) |
Quant Dynamic Asset Allocation Fund - Regular Plan - Growth | HYBRID | Very High | 36.54% |
Shriram Balanced Advantage Fund - Regular Plan - Growth | HYBRID | Very High | 19.99% |
Franklin India Balanced Advantage Fund - Regular Plan - Growth | HYBRID | Very High | 14.53% |
Invesco India Balanced Advantage Fund - Growth | HYBRID | Very High | 13.97% |
Edelweiss Balanced Advantage Fund - Regular Plan - Growth | HYBRID | Very High | 11.71% |
Motilal Oswal Balanced Advantage Fund - Regular Plan - Growth | HYBRID | Very High | 11.51% |
DSP Dynamic Asset Allocation Fund - Regular Plan - Growth | HYBRID | Moderate | 11.44% |
Sundaram Balanced Advantage Fund - Growth | HYBRID | High | 8.86% |
Mirae Asset Balanced Advantage Fund - Regular Plan - Growth | HYBRID | Very High | 8.77% |
UTI Unit Linked Insurance Plan | HYBRID | High | 4.50% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
Quant Dynamic Asset Allocation Fund - Regular Plan - Growth | HYBRID | Very High | 58.23% |
Motilal Oswal Balanced Advantage Fund - Regular Plan - Growth | HYBRID | Very High | 29.87% |
Shriram Balanced Advantage Fund - Regular Plan - Growth | HYBRID | Very High | 28.19% |
Invesco India Balanced Advantage Fund - Growth | HYBRID | Very High | 26.75% |
Franklin India Balanced Advantage Fund - Regular Plan - Growth | HYBRID | Very High | 26.57% |
Edelweiss Balanced Advantage Fund - Regular Plan - Growth | HYBRID | Very High | 22.35% |
Mirae Asset Balanced Advantage Fund - Regular Plan - Growth | HYBRID | Very High | 20.94% |
DSP Dynamic Asset Allocation Fund - Regular Plan - Growth | HYBRID | Moderate | 20.56% |
Sundaram Balanced Advantage Fund - Growth | HYBRID | High | 17.98% |
UTI Unit Linked Insurance Plan | HYBRID | High | 12.19% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
Invesco India Balanced Advantage Fund - Growth | HYBRID | Very High | 12.72% |
Edelweiss Balanced Advantage Fund - Regular Plan - Growth | HYBRID | Very High | 12.62% |
Shriram Balanced Advantage Fund - Regular Plan - Growth | HYBRID | Very High | 12.55% |
Motilal Oswal Balanced Advantage Fund - Regular Plan - Growth | HYBRID | Very High | 10.58% |
Sundaram Balanced Advantage Fund - Growth | HYBRID | High | 10.42% |
DSP Dynamic Asset Allocation Fund - Regular Plan - Growth | HYBRID | Moderate | 9.28% |
UTI Unit Linked Insurance Plan | HYBRID | High | 7.67% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
Edelweiss Balanced Advantage Fund - Regular Plan - Growth | HYBRID | Very High | 14.35% |
Invesco India Balanced Advantage Fund - Growth | HYBRID | Very High | 10.83% |
Motilal Oswal Balanced Advantage Fund - Regular Plan - Growth | HYBRID | Very High | 10.72% |
DSP Dynamic Asset Allocation Fund - Regular Plan - Growth | HYBRID | Moderate | 9.78% |
Sundaram Balanced Advantage Fund - Growth | HYBRID | High | 8.47% |
UTI Unit Linked Insurance Plan | HYBRID | High | 7.51% |
Fund Managers
Mr. Utsav MehtaVice President - Fund Manager
Over 13 years of experience in Equity market, research and fund management.
Mr. Anandha Padmanabhan AnjeneyanFund Manager
March 2019 onwards: AVP- Research with PGIM India Asset Management Pvt LtdMay 2018 to March 2019: Senior Research Analyst with Renaissance Investment Managers Private LimitedSeptember 2009 to May 2018: With Canara Robeco AMC Ltd. - Last Position Held - Equity Research Analyst
Mr. Vinay PahariaAssociate Portfolio Manager
Vinay has about 11 years experience in equity markets. In his last assigment, Vinay was an Equity Research Analyst with DBS Cholamandalam AMC. Prior to DBS Cholamandalam AMC, Vinay worked with KRC, a domestic broking house, as an Analyst in the PMS division and as a sell side analyst with First Global.
Mr. Chetan ChavanFund Manager
Collectively over 20 years of experience in equity dealing and fund management.
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PGIM India Balanced Advantage Fund - Regular Plan - Growth
PGIM India Balanced Advantage Fund - Regular Plan - Growth
PGIM India Balanced Advantage Fund - Regular Plan - Growth
PGIM India Balanced Advantage Fund - Regular Plan - Growth
PGIM India Balanced Advantage Fund - Regular Plan - Growth
PGIM India Balanced Advantage Fund - Regular Plan - Growth
PGIM India Balanced Advantage Fund - Regular Plan - Growth
PGIM India Balanced Advantage Fund - Regular Plan - Growth
PGIM India Balanced Advantage Fund - Regular Plan - Growth
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