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PGIM India Balanced Advantage Fund Direct growth
Hybrid • Dynamic • Direct growth
Average credit rating
AAA (Highest)
CAGR
₹1,000 invested for 5 years
Fund Info
Hybrid
Dynamic
Direct growth
Launched On
04 Feb 2021
4.6 years ago
Lock-in Period
No lock-in
NAV
as of 24 Sep 2025
₹16.68
-0.4179% (0.00)
AUM
₹965 Cr
Expense ratio
0.47%
Benchmark
CRISIL Hybrid 50+50 - Moderate
Fund Plan
Tax info and exit load
Taxes
Units held less than 1Y
20.00%
Units held more than 1Y
12.50%
Exit Load
If units sold before 90D
0.5%
If units sold after 90D
0%
What's in this fund?
Credit Rating
Sectors
Holdings
Financial Services
Industrials
Consumer Cyclical
Technology
Energy
Fund House
PGIM
Inc: 21 Jan 2003 • Total AUM: ₹26,276 Cr • Rank #26PGIM India Mutual Fund, started in 2016, has Prudential Financial Inc as its sponsors. The fund house is headed by Ajit Menon as the CEO. As of 31 March 2024, it has an AUM of ₹23,973 Cr. The fund house has a network across 27 cities and tie-ups with 8,000+ distributors.
Fund Managers
Vinay Paharia
Experience: 7.45 yrs • Total AUM: 1,44,114 Cr
Puneet Pal
Experience: 7.77 yrs • Total AUM: 1,71,226 Cr
Anandha Padmanabhan Anjeneyan
Experience: 3.36 yrs • Total AUM: 29,722 Cr
Utsav Mehta
Experience: 1.89 yrs • Total AUM: 94,752 Cr
Risk
Category risk
Moderately high
As provided by the fund house document, this risk is specific to this fund category (Hybrid). To know the risk of this fund particularly, check 'Risk vs Category'.
Disclaimer: Top rated funds do not constitute any advice. Research data is powered by Morningstar. Please read the offer documents carefully before investing. Upstox shall not accept any liability arising out of your investments.