
PGIM India Balanced Advantage Fund - Regular Plan - Growth Option
Hybrid
Dynamic Asset Allocation
PGIM India Balanced Advantage Fund Returns
NAV: ₹14.79
As of 2026-09-18
-4.89%
1yr
4.88%
3yr
5.54%
5yr
All
PGIM India Balanced Advantage Fund Return Calculator
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SIP
Lumpsum
PGIM India Balanced Advantage Fund Overview
About PGIM India Balanced Advantage Fund - Regular Plan - Growth Option
The PGIM India Balanced Advantage Fund - Regular Plan - Growth Option , a Dynamic Asset Allocation multi-cap fund Open Ended Mutual Funds from PGIM India Asset Management Private Limited, has remained a continuous performer in the Indian mutual fund industry since its inception in 2001. With a diversified portfolio across large cap fund , mid cap fund , and small-cap fund , the fund aims to generate long-term capital appreciation for its investors.
PGIM India Balanced Advantage Fund - Regular Plan - Growth Option - Performance
The PGIM India Balanced Advantage Fund - Regular Plan - Growth Option has set a great track record, delivering an impressive 1-year return of -4.89. The fund has also doubled the invested amount every 3 years, demonstrating its ability to generate wealth over the long term. It has an AUM of Rs ₹797.63 Cr. and the latest NAV declared is 14.79 as on 2026-09-18.
PGIM India Balanced Advantage Fund - Regular Plan - Growth Option - Investment Strategy
The PGIM India Balanced Advantage Fund - Regular Plan - Growth Option follows a multi-cap investment strategy, investing primarily in equity and equity-related securities across market capitalizations. This diversified approach helps to reduce risk and capture growth opportunities across various market segments. The fund's sector allocation reflects its focus on growth-oriented sectors, with significant exposure to Financial, Energy, Healthcare, Technology, and Automobile sectors.
PGIM India Balanced Advantage Fund - Regular Plan - Growth Option - Fees and Expenses
The PGIM India Balanced Advantage Fund - Regular Plan - Growth Option has an expense ratio of 2.02 , which is in line with the average expense ratio for multi-cap funds. The fund also charges an exit load of 0.5 if redeemed within 1 year of investment.
PGIM India Balanced Advantage Fund - Regular Plan - Growth Option - SIP Planning
The PGIM India Balanced Advantage Fund - Regular Plan - Growth Option, provides a broad range of SIP plans, which can be customised according to your needs and suitability. PGIM India Balanced Advantage Fund - Regular Plan - Growth Option is feasible and convenient to use. This is the best SIP Plan to invest and provides a financial support to the investors. This particular Dynamic Asset Allocation provides you a SIP calculator to calculate your best mutual returns on your your best investment plan. As per your calculations on the Dynamic Asset Allocation Calculator, you can invest accordingly in any of the category and get your desired financial dreams achieved.
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Lock-in Period
Nil
Min SIP
1000
Min Lumpsum
₹5,000
Fund Size(Cr)
₹798
Expense Ratio
2.02%
Exit Load
0.5%
FOR EXITS WITHIN 90 DAYS FROM DATE OF ALLOTMENT OF UNITS : 0. 50%.
PGIM India Balanced Advantage Fund Holdings
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PGIM India Balanced Advantage Fund AMC Details
Fund House
PGIM India Asset Management Private Limited
Fund Manager
Anandha Padmanabhan Anjen
Launch Date
04-Feb-21
Email
Address
Nirlon House, 2nd Floor, Dr. Annie Besant Road, Worli, Mumbai - 400 030
Website
SID
https://www.pgimindiamf.com/forms-and-updates/sid-and-sai#SID
PGIM India Balanced Advantage Fund FAQs
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Disclaimer
Past performance is not an indicator of future returns.
Mutual Fund investments are subject to market risks, read all scheme related documents and Terms & Conditions carefully for more information.
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