HYBRID•DYNAMIC ASSET ALLOCATION OR BALANCED ADVANTAGE
PGIM India Balanced Advantage Fund
3 Year return
8.47%
NAV on August 20, 2026
16.74
1D Returns
0%
Launched on January 2021(5 years)
Investment Details
₹1000
Minimum SIP Amount
₹5000
Minimum one time investment
Fund has no lock-in period
Calculate Returns
Based on past performance of this fund
₹
Your Investment₹3,600
Gain
14.22%₹512
Total Value ₹4,112
Risk Involved
Your principal will be at
Very High Risk
Scheme Information
Asset Under Management
₹759.47 Cr.
Expense Ratio
0.92% (inclusive of GST)
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
Ratings
0
Ratings by other agencies
Value Research
0
Crisil
0
Morning Star
0
Tax Implications
Withdrawal within 1 year:
20% tax on gains
Withdrawal after 1 year:
12.5% tax on gains above ₹1.25 lakh per financial year
PGIM India Mutual Fund Manager
AP
Anandha Padmanabhan Anjen
Fund Manager since Jan 2020
PP
Puneet Pal
Fund Manager since Apr 2022
UM
Utsav Mehta
Fund Manager since Apr 2024
VP
Vinay Paharia
Fund Manager since Apr 2023
Fund House Details
PGIM India Mutual Fund
Asset management company
AUM
₹26,639.93 Cr.
No. of Schemes
76
Setup Date
May 2010
Peer Comparison
Comparison with other similar funds
| Funds | 3 Y Returns | ARQ Rating |
|---|---|---|
| HDFC Balanced Advantage Fund | 13.3691% | 4 |
| Baroda BNP Paribas Balanced Advantage Fund | 13.8847% | 3 |
| ICICI Prudential Balanced Advantage Fund | 12.8486% | 5 |
Schemes by PGIM India Mutual Fund
List of mutual fund schemes by AMC
Funds
3 Years Returns
Hybrid . Aggressive Hybrid Fund
PGIM India Aggressive Hybrid Equity Fund Direct Plan Dividend Payout10.2215%
Hybrid . Aggressive Hybrid Fund
PGIM India Aggressive Hybrid Equity Fund Direct Plan Dividend Reinvestment10.2215%
Hybrid . Aggressive Hybrid Fund
PGIM India Aggressive Hybrid Equity Fund Direct Plan Monthly Dividend Option Payout10.1751%
Hybrid . Aggressive Hybrid Fund
PGIM India Aggressive Hybrid Equity Fund Direct Plan Monthly Dividend Option Reinvestment10.1751%
The PGIM India Balanced Advantage Fund Direct Plan Growth is a mutual fund launched by PGIM India Mutual Fund. It is a dynamic asset allocation fund, which means that the fund manager dynamically adjusts the asset allocation between equity and debt as per the market conditions. This helps to reduce the risk of the fund and provide a balance between capital appreciation and income generation.
Investment Objectives of the Scheme
The fund's investment objective is to provide long-term capital growth with moderate risk. It is suitable for investors who are looking for a balanced investment option with moderate risk and the potential for good returns.
Key Features of The Fund
5-year return
8.2876%
Expense Ratio
0.92%
Fund Manager
Anandha Padmanabhan Anjen
Fund Size
₹759.47 Cr.
Risk Profile
Very High
Is This Scheme Right for Me?
This fund could be suitable for investors who are looking for a diversified investment option that combines the potential of equity growth with the stability of debt investments. If you are open to a strategy that adapts to market conditions and aims to navigate different market phases, this fund might align with your investment goals. However, it's important to note that like all investments, there are risks involved, and past performance is not indicative of future results. It's recommended to assess your risk tolerance and consult with a financial advisor before making any investment decisions.
AMC Contact Details
| Name | PGIM India Mutual Fund |
| Launch Date | May 2010 |
| Address | 4th Floor, C Wing, Laxmi Towers, Bandra Kurla Complex,Bandra (East), Mumbai - 400 051 Phone No: +91 22 6159 3000 |
| Contact | 1800 266 7446 |
| care@pgimindia.co.in | |
| Website | https://www.pgimindiamf.com/ |
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.
Invest With Confidence, Choose the Right SIP
Assess your risk tolerance through a straightforward questionnaire and craft a SIP plan that aligns perfectly with your financial aspirations. With a clear understanding of your risk appetite, you can make informed investment choices tailored to your unique circumstances. By striking the right balance, you'll pave the way for long-term financial stability and success. Use our SIP return calculator for aid.
FAQs
What is today's NAV of PGIM India Balanced Advantage Fund?
NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of PGIM India Balanced Advantage Fund on August 20, 2026, is ₹16.74
What is the AUM of PGIM India Balanced Advantage Fund?
Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of PGIM India Balanced Advantage Fund, is ₹759.47 crore.
What is the expense ratio of PGIM India Balanced Advantage Fund?
The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund's returns. The expense ratio of PGIM India Balanced Advantage Fund is 0.92%
What are the returns of PGIM India Balanced Advantage Fund since inception?
The PGIM India Balanced Advantage Fund was launched on January 15, 2021. The fund has delivered a CAGR of undefined since inception.
What is the minimum SIP amount to invest in PGIM India Balanced Advantage Fund?
A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for PGIM India Balanced Advantage Fund is ₹1000.
How do I invest in PGIM India Balanced Advantage Fund?
- Make sure you are logged in to Angel One.
- Select the type of investment: SIP or one-time.
- In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
- Proceed by clicking the pay button and choosing your mode of payment.
- Your portfolio will be updated with this investment in 3-5 working days.
How to start an SIP in PGIM India Balanced Advantage Fund?
- Click on the ‘Invest’ button.
- Enter your desired SIP amount and the SIP date.
- You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
- Choose your payment method between UPI and Net Banking.
- Make your payment.
- Your SIP is created.
How do I automate an SIP in PGIM India Balanced Advantage Fund?
- Once you create an SIP, click on ‘Set up autopay’
- Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
- Once you verify the OTP, your mandate request will be created.
How can I withdraw/redeem my investment in PGIM India Balanced Advantage Fund?
- Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
- Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
- Verify the details on the ‘Confirm withdraw’ screen.
- Select the bank account in which you want to receive the funds.
- You will receive your funds within three working days of placing the order.
- You can track your order in the ‘Orders’ section.
ENTER AMOUNT
₹
₹4,112 in 3Y at 8.4748% returns
SIP Date1st of every month
Your next SIP Payment will be on 20 September 2026
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