PGIM India Balanced Advantage Fund - Regular Plan - Growth Option

PGIM India Balanced Advantage Fund - Regular Plan - Growth Option

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Category: Hybrid: Dynamic Asset Allocation
Launch Date: 24-02-2021
Asset Class: Mixed Asset
Benchmark: CRISIL Hybrid 50+50 Moderate TRI
Expense Ratio: 2.1% As on (31-10-2022)
Status: Open Ended Schemes for subscription
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 1,522.9 Cr As on (31-10-2022)
Turn over: 158
NAV as on 01-12-2022

11.92

0.06 (0.5034%)

CAGR Since Inception

9.16%

CRISIL Hybrid 50+50 Moderate TRI 11.64%

PERFORMANCE of PGIM India Balanced Advantage Fund - Regular Plan - Growth Option

Scheme Performance (%) Data as on - 01-12-2022

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
PGIM India Balanced Advantage Fund - Regular Plan - Growth Option 5.77 - - - 9.16
Benchmark - - - - -
Hybrid: Dynamic Asset Allocation 6.18 11.38 8.39 11.25 8.46

Yearly Performance (%)

Nav Movement

Fund Managers

Puneet Pal, Aniruddha Naha, Hitash Dang, Rahul Jagwani

Investment Objective

The scheme seeks 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.

RETURNS CALCULATOR for PGIM India Balanced Advantage Fund - Regular Plan - Growth Option

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

Key Performance and Risk Statistics of PGIM India Balanced Advantage Fund - Regular Plan - Growth Option

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
PGIM India Balanced Advantage Fund - Regular Plan - Growth Option 6.91 0.16
Hybrid: Dynamic Asset Allocation - - - - - -

PEER COMPARISION of PGIM India Balanced Advantage Fund - Regular Plan - Growth Option

Period
Data as on - 01-12-2022
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
PGIM India Balanced Advantage Fund - Regular Plan - Growth Option 24-02-2021 5.77 0.0 0.0 0.0 0.0
HDFC Balanced Advantage Fund - Growth Plan 15-09-2000 20.25 27.39 17.85 12.45 13.55
BANK OF INDIA BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH 14-03-2014 18.47 13.7 10.99 5.67 0.0
ICICI Prudential Balanced Advantage Fund - Growth 01-12-2006 9.23 13.37 12.0 10.01 12.11
Tata Balanced Advantage Fund-Regular Plan-Growth 05-01-2019 8.07 13.48 12.91 0.0 0.0
Nippon India Balanced Advantage Fund-Growth Plan-Growth Option 05-11-2004 7.89 13.45 11.44 9.28 11.46
Sundaram Balanced Advantage Fund (Formerly Known as Principal Balanced Advantage Fund) - Growth Option 02-01-2013 7.84 12.26 14.5 9.68 10.64
LIC MF Balanced Advantage Fund-Regular Plan-Growth 12-11-2021 7.51 0.0 0.0 0.0 0.0
SBI Balanced Advantage Fund - Regular Plan - Growth 05-08-2021 7.47 0.0 0.0 0.0 0.0
Invesco India Dynamic Equity Fund - Growth 04-10-2007 6.64 10.82 8.93 6.7 11.11

PORTFOLIO ANALYSIS of PGIM India Balanced Advantage Fund - Regular Plan - Growth Option

Asset Allocation (%)

Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing. Past performance is not indicative of future returns. Please consider your specific investment requirements before choosing a fund, or designing a portfolio that suits your needs.

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