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 Index
Expense Ratio: 2.51% As on (31-07-2026)

Status: Open Ended Schemes for subscription
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 75.95 Cr As on (31-07-2026)
Turn over: 0.29

NAV as on 14-08-2026

15.27 -0.02 (-0.131%)

CAGR Since Inception

7.65%

CRISIL Hybrid 50+50 Moderate Index 11.15%

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

Scheme Performance (%) Data as on - 14-08-2026

	1-Year Ret (%)	3-Yrs Ret (%)	5-Yrs Ret (%)	10-Yrs Ret (%)	Since Launch Ret (%)
PGIM India Balanced Advantage Fund - Regular Plan - Growth Option	0.2	6.72	6.58	-	7.65
Benchmark	-	-	-	-	-
Hybrid: Dynamic Asset Allocation	4.08	9.74	8.59	9.42	8.87

Yearly Performance (%)

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Fund Managers

Utsav Mehta, Anandha Padmanabhan Anjeneyan, Vinay Paharia, Puneet Pal

Investment 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.

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

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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.

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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	7.82	0.16	0.97	0.4	7.15	2.11
Hybrid: Dynamic Asset Allocation	-	-	-	-	-	-

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

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Period

Data as on - 14-08-2026

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	0.2	2.23	6.72	6.58	0.0
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option	14-11-2018	8.98	6.92	12.53	11.05	0.0
ICICI Prudential Balanced Advantage Fund - Growth	01-12-2006	8.83	7.65	12.29	11.1	10.89
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	25-04-2000	8.61	7.23	11.81	9.8	10.36
Bank Of India Balanced Advantage Fund Regular Plan Growth	14-03-2014	7.6	3.63	9.45	10.23	7.07
Unifi Dynamic Asset Allocation Fund - Regular Growth	13-03-2025	7.58	0.0	0.0	0.0	0.0
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option	20-08-2009	7.06	4.38	10.57	9.13	10.91
Bajaj FInserv Balanced Advantage Fund-Regular Plan-Growth	05-12-2023	6.68	3.15	0.0	0.0	0.0
Bandhan Balanced Advantage Fund Regular Plan Growth	05-10-2014	6.12	4.99	9.82	7.59	8.61
Nippon India Balanced Advantage Fund-Growth Plan-Growth Option	05-11-2004	6.11	4.78	10.95	9.26	10.31

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

Asset Allocation (%)