PGIM India Balanced Advantage Fund - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 17.62 | 10.19 | N/A | N/A |
Average Rolling Returns(%) | 8.72 | 10.24 | N/A | N/A |
The Current NAV of PGIM India Balanced Advantage Fund - Growth - Direct Plan is ₹14.93.
It is better to invest in a fund with a longer track record as PGIM India Balanced Advantage Fund - Growth - Direct Plan cannot be assessed for consistency of out-performance. Funds returns are more likely to be different than its benchmark NIFTY 50 returns, as Funds portfolio is significantly different.
PGIM India Balanced Advantage Fund - Growth - Direct Plan fund’s expense ratio is 0.44%
The process for redemption is
The AUM of PGIM India Balanced Advantage Fund - Growth - Direct Plan is currently ₹1,146 Crores.
The Top three stocks are ICICI Bank, Reliance Industries and HDFC Bank and account for 16% of its portfolio. Top 5 and 10 stocks of fund account for 22% and 32% of fund’s portfolio respectively.
Top three sectors of PGIM India Balanced Advantage Fund - Growth - Direct Plan fund are Others, BFSI and Oil & Gas accounting for 58% of the total portfolio.
Funds Portfolio Quality is Very Good. It has a large proportion of Green Stocks.Since this is a Hybrid - Dynamic Asset Allocation it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of PGIM India Balanced Advantage Fund - Growth - Direct Plan Fund is Hybrid - Dynamic Asset Allocation.
Utsav Mehta and Anandha Padmanabhan Anjeneyan manage the PGIM India Balanced Advantage Fund - Growth - Direct Plan Fund.
PGIM India Balanced Advantage Fund - Growth - Direct Plan current PE ratio is 49.46 and PB ratio is 10.03
The asset allocation of PGIM India Balanced Advantage Fund - Growth - Direct Plan is Stocks : 68.80%, Debt : 31.26% and Gold : 0%
The minimum SIP amount for PGIM India Balanced Advantage Fund - Growth - Direct Plan is ₹1000.00 and minimum lumpsum is ₹5000.00
The exit load for PGIM India Balanced Advantage Fund - Growth - Direct Plan is 0.50% on or before 90 days, Nil after 90 days