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PGIM India Balanced Advantage Fund
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Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.47 | 46.98 | 1.50 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 1.31 | 43.83 | 1.51 |
Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| Growth | 0 yrs | 0.50% |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Allowed | ₹ 5,000 |
| BenchmarkBenchmark |
|---|
| CRISIL Hybrid 50+50 - Moderate Index |
About Dynamic Asset Allocation Fund
Dynamic asset allocation funds invest across various sector including stocks, bonds, real estate and other equity funds. It can be most suited fund in case of uncertain market. They are less riskier as compared to other equity funds.
Peers & Comparison
HybridDynamic Asset Allocation Fund
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| PGIM India Balanced Advantage Fund | 18.56% | 11.59% | 12.80% |
| Edelweiss Balanced Advantage Fund | 21.34% | 13.16% | 13.23% |
| DSP Dynamic Asset Allocation Fund | 19.89% | 11.48% | 10.68% |
| UTI Balanced Advantage Fund | 19.06% | — | 17.55% |
Price Comparison
Compare PGIM India Balanced Advantage Fund with any MF, ETF, stock or index
Hmm, looks like data is unavailable here. Please come back after some timeAsset Allocation
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Oct 2024
ACTUAL
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Sector Distribution
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Sector Weightage
Current Holdings
Equity
Debt
Others
- ConstituentHolding Weight3M Change
- HDFC Bank Ltd3M change : -1.41 %
Holdings
3.97 %
-1.41 % - ICICI Bank Ltd3M change : -1.41 %
Holdings
3.96 %
-1.41 % - Reliance Industries Ltd3M change : -1.69 %
Holdings
3.55 %
-1.69 %
AMC Profile
PGIM India Mutual Fund is a fully owned business of PGIM, the global investment management business of the US based Prudential Financial, Inc. (PFI). PGIM operates across 16 countries and has 38 offices with over 1,300+ investment professionals.
No.of Schemes
23
Total AUM
₹ 25,479.47 Cr.
Fund Manager Profile
Utsav Mehta
AUM: ₹15,206.32 Cr.
|
Exp: 13yrs
Anandha Padmanabhan Anjeneyan
AUM: ₹9,237.22 Cr.
|
Exp: 13yrs
Vinay Paharia
AUM: ₹22,174.70 Cr.
|
Exp: 11yrs
Puneet Pal
AUM: ₹22,633.70 Cr.
|
Exp: 10yrs
Manager Performance (0)
Tax Implications
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Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Invested period < 1 year
Gains are treated as short-term capital gains and taxed at 20%
Invested period > 1 year
Gains are treated as long-term capital gains and taxed at 12.5%