PGIM India Asset Management Private Limited

PGIM India Balanced Advantage Fund - Regular Plan - Growth Option

HybridDynamic Asset Allocation
  • Plan: Regular
  • |
  • Type: Open-Ended
  • |
  • Option: Growth
  • 1 yr return9.9%
  • 3 yr return-
  • 5 yr return-
  • Expense Ratio2.06%
  • Lock-in Period--
  • Exit Load0.5%
  • Fund Size (Cr)Rupees1390.9
  • NAVRupees12

Performance Graph

  • Show returns for: 1 yr 3 yrs 5 yrs
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Returns Calculator

  • Show returns for: SIP Lumpsum
  • Monthly SIP (Rupees)
  • Investment years: 1 3 5
  • Amount invested/month: Rupees-
  • Time Period: 1 years
  • Estimated Returns: Rupees0

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Investment Objective

The Investment Objective Of The Scheme Is To Provide Capital Appreciation And Income Distribution To The Investors By Dynamically Managing The Asset Allocation 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.

Tax Implications

Taxation on mutual fund explained : https://zfunds.in/article/taxes-on-mutual-funds

Riskometer

Top Holdings

  • Companies %
  • ICICI Bank Ltd. 8
  • HDFC Bank Ltd. 7.6
  • Clearing Corporation of India Limited 5.9
  • Reliance Industries Ltd. 5.6
  • Siemens Ltd. 4.6
  • Grasim Industries Ltd. 4.4
  • Housing Development Finance Corporation Ltd. 3.9
  • Bharat Electronics Ltd. 3.3
  • Larsen & Toubro Ltd. 3.1
  • Max Healthcare Institute Ltd. 2.9
  • Axis Bank Ltd. 2.9
  • Sectors %
  • Banks26.6
  • Finance8.2
  • Cash/Deposits/Margins/Treps/Repo/Swaps7.9
  • Industrial Products5.7
  • Petroleum Products5.6

Fund House