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PGIM India Balanced Advantage Fund(IDCW)

IDCW
HybridDynamic Asset Allocation Fund
Mid-size FundAssets Under Mgmt: ₹ 1,245 Cr
Moderate RiskPrinciple investment will be at moderate risk
11.470.02 (-0.17%)

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Investment Checklist

Returns
Fund's average annual rolling returns over the last three years is compared against the funds from the same category

Insufficient Data

Expense Ratio
Expense Ratio is the fee paid by investors of Mutual Funds. Fund's expense ratio is compared against the expense ratio of other funds in the same category to check if the fund is charging more or less compared to other funds in the same category

Less expense ratio implies better returns over the long term

Return vs FD Rates
If fund's return is lower than the average fixed deposit rates offered by banks, investors are better off investing the amount in a FD

Insufficient Data

Red Flags
We check for various red flags on fund's portfolio holdings like - ratings for debt securities, pledging of promoter shares in the company, default probabiity of the company, stocks presense in negative lists published by the exchanges etc. Checkout the Holdings section in the Portfolio tab for full list of securties with red flags

Total holdings with red flags is insignificant

HybridDynamic Asset Allocation Fund
Mid-size FundAssets Under Mgmt: ₹ 1,245 Cr
Moderate RiskPrinciple investment will be at moderate risk

Key Metrics

Expense RatioExpense Ratio
0.25
No LabelNo Label
38.54
No LabelNo Label
2.49
No LabelNo Label
0.74
No LabelNo Label
40.81
No LabelNo Label
1.78

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.

Scheme Info

PlanPlan
IDCW
Lock inLock in
0 yrs
Exit LoadExit Load
0.50%
Nil upto 10% of units and 0.50% for reamaining units on or before 90D Nil after 90D
Min. SIPMin. SIP
Min. LumpsumMin. Lumpsum
₹ 5,000
Initial: ₹ 5,000 Incremental: ₹ 1,000
BenchmarkBenchmark

Tax Implications

Investment period < 1 year

Gains are treated as short-term capital gains and taxed at 15%

Investment period > 1 year

Gains of over ₹ 1 lakh in a financial year are taxed at 10%

Let’s calculate your returns after tax

Investment frequency

Monthly

One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)
This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.
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Invested

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Returns (0%)

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Tax (undefined%)

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Fund ManagerRead more 

Exp: 13yrs

 | 

#Funds: 4

Exp:

 | 

#Funds: 5

Exp: 10yrs

 | 

#Funds: 15

Exp: 15yrs

 | 

#Funds: 7

Know More

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

    24

  • Total AUM

    ₹ 14,266.52 Cr.