ZFunds
fund_image

PGIM India Balanced Advantage Fund - Regular Plan - Growth Option

Hybrid

Dynamic Asset Allocation

share

PGIM India Balanced Advantage Fund Returns

NAV: ₹14.79

As of 2026-09-18

-4.89%

1yr

4.88%

3yr

5.54%

5yr

All

Sep-25Jan-26Mar-26Jun-26Sep-26

PGIM India Balanced Advantage Fund Return Calculator

Select Investment Type

SIP

Lumpsum

Invested Amount
₹0
Up By
NaN%
Your wealth in 0
₹0
Total Gain
₹0

PGIM India Balanced Advantage Fund Overview

arrow

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.

... Read More

icon

Lock-in Period

Nil

icon

Min SIP

1000

icon

Min Lumpsum

₹5,000

icon

Fund Size(Cr)

₹798

icon

Expense Ratio

2.02%

icon

Exit Load

0.5%

FOR EXITS WITHIN 90 DAYS FROM DATE OF ALLOTMENT OF UNITS : 0. 50%.

PGIM India Balanced Advantage Fund Holdings

arrow

PGIM India Balanced Advantage Fund Riskometer

arrow
riskometer

PGIM India Balanced Advantage Fund AMC Details

arrow

PGIM India Balanced Advantage Fund FAQs

arrow

How can I invest in the PGIM India Balanced Advantage Fund ?

arrow

What are the historical returns of the PGIM India Balanced Advantage Fund ?

arrow

What is the Net Asset Value (NAV) of PGIM India Balanced Advantage Fund currently?

arrow

Is PGIM India Balanced Advantage Fund a good investment option for me?

arrow

What are the expense ratios associated with PGIM India Balanced Advantage Fund ?

arrow

Can I invest in both SIP and Lump Sum plans for PGIM India Balanced Advantage Fund ?

arrow

How can I redeem my investments in the PGIM India Balanced Advantage Fund ?

arrow

What is the current Asset Under Management (AUM) for PGIM India Balanced Advantage Fund ?

arrow

How can I invest in the PGIM India Balanced Advantage Fund through SIPs of INR 1000 per month?

arrow

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.