PGIM India Balanced Advantage Fund Regular-Growth
Hybrid, Dynamic Asset Allocation, Principal at very high risk
1 Year Return -4.19% at 08 Jun 2026 12:44 PM
PGIM India Balanced Advantage Fund Regular-Growth: Mutual Fund Overview
PGIM India Balanced Advantage Fund Regular-Growth is an Dynamic Asset Allocation mutual fund with over 5.34 years of performance history. The scheme manages an AUM of ₹829.61 Cr and has a NAV of ₹14.62. It is rated '2' stars by analysts. Investors can begin a SIP with as little as ₹1000.0, making it accessible for all types of investors. In the last 1 year, the fund has delivered a return of -4.19%.
Fund Details
NAV 14.62
Sub-Type Dynamic Asset Allocation
Rating 2
Min. SIP Amount ₹1000.0
Fund Age(Year) 5.34
Fund Size(in Crores) 829.61
Fund Performance
1 Month -1.74%
3 Month -2.66%
6 Month -6.64%
1 Year -4.19%
3 Year 6.56%
5 Year 6.57%
Know This Fund
As on 08 Jun 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (0%) Market Cap Top Sectors Top Holding
Debt & Others (0%) Sector Allocation Debt Credit Ratings AAA 76.91 SOV 15.63 Cash & Call Money 6.63 Others 0.83 Debt Category
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Balanced Advantage Fund Regular-Growth Ret 1M -0.35% Ret 1Y 2.97% Ret 3Y 11.15% Ret 5Y 9.46%
Equity, Flexi Cap funds Aditya Birla Sun Life Balanced Advantage Fund Regular-IDCW Ret 1M -0.35% Ret 1Y 2.97% Ret 3Y 11.15% Ret 5Y 9.46%
Equity, Flexi Cap funds Aditya Birla Sun Life Balanced Advantage Fund Regular-IDCW Payout Ret 1M -0.35% Ret 1Y 2.97% Ret 3Y 11.15% Ret 5Y 9.46%
Equity, Flexi Cap funds Aditya Birla Sun Life Dynamic Asset Allocation Omni FoF Regular-Growth Ret 1M -0.27% Ret 1Y 1.62% Ret 3Y 13.66% Ret 5Y 11.69%
Equity, Flexi Cap funds Aditya Birla Sun Life Dynamic Asset Allocation Omni FoF Regular-IDCW Half Yearly Ret 1M -0.27% Ret 1Y 1.62% Ret 3Y 13.66% Ret 5Y 11.69%
Equity, Flexi Cap funds Aditya Birla Sun Life Dynamic Asset Allocation Omni FoF Regular-IDCW Half Yearly Payout Ret 1M -0.27% Ret 1Y 1.62% Ret 3Y 13.66% Ret 5Y 11.69%
Equity, Flexi Cap funds Axis Balanced Advantage Fund Regular-Growth Ret 1M -1.04% Ret 1Y -0.14% Ret 3Y 11.5% Ret 5Y 9.67%
Equity, Flexi Cap funds Axis Balanced Advantage Fund Regular-IDCW Payout Ret 1M -1.04% Ret 1Y -0.14% Ret 3Y 11.5% Ret 5Y 9.67%
Equity, Flexi Cap funds Axis Balanced Advantage Fund Regular-IDCW Reinvestment Ret 1M -1.04% Ret 1Y -0.14% Ret 3Y 11.5% Ret 5Y 9.67%
Equity, Flexi Cap funds Axis Retirement Fund - Dynamic Plan Regular-Growth Ret 1M -1.11% Ret 1Y -4.88% Ret 3Y 11.11% Ret 5Y 8.17%
Equity, Flexi Cap funds Axis Retirement Fund - Dynamic Plan Regular-IDCW Ret 1M -1.11% Ret 1Y -4.88% Ret 3Y 11.11% Ret 5Y 8.17%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 2.38%
Exit Load 0.5%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
Chetan Chavan
Education Mr. Chavan has done B.Com
Experience Prior to joining PGIM India Mutual Fund, he was associated with Bajaj Finserv Mutual Fund, Mahindra Manulife Investment Management Private Limited and Invesco Asset Management (India) Private Limited.
Chetan Gindodia
Education Mr. Gindodia has done B.Com, CA and CFA
Experience Prior to joining Mahindra Manulife Mutual Fund, he has worked with PGIM India MF, Alf Accurate Advisors, Multi-Act India and EY
Puneet Pal
Education Mr. Pal is a B.Com (H) and MBA from SIBM Pune.
Experience Prior to joining PGIM India Mutual Fund, he has worked with BNP Paribas AMC as Head Fixed Income, UTI AMC as Sr. Vice President & Fund Manager & TATA AMC as Fund Manager.
Utsav Mehta
Education Mr. Mehta has done B.Com and CFA
Experience Prior to joining PGIM Mutual Fund, he has worked with Edelweiss Asset Management Ltd and Ambit Capital
Vinay Paharia
Education Mr. Paharia holds a B.Com degree from Narsee Monjee College and an M.M.S. degree from Welingkar Institute of Management, Mumbai.
Experience Prior to joining PGIM India Mutual Fund, he was associated with Union Mutual Fund, Invesco Asset Management Company, L&T Mutual Fund, K R Choksey Shares and Securities Pvt Ltd (Jan 2004-Jan 2006), First Global Stock broking Pvt. Ltd (Jun 2002-Jan 2004).
Anandha Padmanabhan Anjeneyan
Education Mr. Anjeneyan is a B. Com, ACA, CFA, FRM
Experience Prior to joining PGIM India Asset Management Pvt Ltd, he has worked with Renaissance Investment Managers Private Limited, Canara Robeco Asset Management Company Limited.
Riskometer
Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.
Principal at very high risk
AMC and Fund details
Rank (total sets) 36
Date of Incorporation 2021-02-04
Total AUM 26454.29
The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.
Take Your Next Step
PGIM India Balanced Advantage Fund Regular-Growth FAQs
How to invest in PGIM India Balanced Advantage Fund Regular-Growth?
Investing in PGIM India Balanced Advantage Fund Regular-Growth through Motilal Oswal is simple and completely online. You just need to follow the step-by-step process below to get started in a few minutes.
- Log in to your Motilal Oswal account via the app or website
- Go to the Mutual Funds section
- Search for PGIM India Balanced Advantage Fund Regular-Growth in the search bar
- Select your preferred investment mode – Lumpsum or SIP
- Enter investment details such as amount and linked bank account
- Complete your KYC, if not already done
- Review and confirm details including fund name, plan type, amount, and bank account
- Make the payment using Net Banking, UPI, or other available options
- Receive transaction confirmation via email or SMS
What is the expense ratio of PGIM India Balanced Advantage Fund Regular-Growth?
The term expense ratio for PGIM India Balanced Advantage Fund Regular-Growth or any other mutual fund is the annual fee charged by the fund house for managing your investment scheme. The expense ratio of PGIM India Balanced Advantage Fund Regular-Growth is 2.38% as of 08 Jun 2026.
What is the NAV of PGIM India Balanced Advantage Fund Regular-Growth?
The NAV of PGIM India Balanced Advantage Fund Regular-Growth is ₹14.62 as of 08 Jun 2026.
What is the AUM of PGIM India Balanced Advantage Fund Regular-Growth?
The AUM (Assets Under Management) of PGIM India Balanced Advantage Fund Regular-Growth is the total value of assets managed by the fund at a given time, which is updated regularly. The AUM of PGIM India Balanced Advantage Fund Regular-Growth is ₹829.61 Cr as of 08 Jun 2026.
What is the PE and PB ratio of PGIM India Balanced Advantage Fund Regular-Growth?
The PE ratio of PGIM India Balanced Advantage Fund Regular-Growth shows how much investors are paying for the fund's underlying earnings, while the PB ratio indicates how the fund's holdings are valued compared to their book value.
Can I invest in SIP and Lump Sum in PGIM India Balanced Advantage Fund Regular-Growth?
Yes, you can invest in PGIM India Balanced Advantage Fund Regular-Growth through both SIP (Systematic Investment Plan) and lump sum options, depending on your investment preference and financial goals.
What is the return of PGIM India Balanced Advantage Fund Regular-Growth in the last 5 years?
The return of PGIM India Balanced Advantage Fund Regular-Growth in the last 5 years is 6.57%.
What is the minimum SIP investment required in PGIM India Balanced Advantage Fund Regular-Growth?
The minimum SIP investment in PGIM India Balanced Advantage Fund Regular-Growth depends on the fund's scheme rules and usually starts at a small amount. For PGIM India Balanced Advantage Fund Regular-Growth, the minimum SIP amount is ₹1000.0.
What is the current NAV of PGIM India Balanced Advantage Fund Regular-Growth?
The NAV of PGIM India Balanced Advantage Fund Regular-Growth, as of 08 Jun 2026, is ₹14.62.
Who manages the PGIM India Balanced Advantage Fund Regular-Growth?
The fund managers responsible for PGIM India Balanced Advantage Fund Regular-Growth are:
- Chetan Chavan
- Chetan Gindodia
- Puneet Pal
- Utsav Mehta
- Vinay Paharia
- Anandha Padmanabhan Anjeneyan