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PGIM India Balanced Advantage Fund
PGIM India·
Dynamic Asset Allocation or Balanced Advantage
1Y
-3.98%
3Y
+7.89%
5Y
+8.14%
Since Inception
+9.00%
Sharpe
0.23
Sortino
0.34
Max Drawdown
-11.64%
Volatility
9.29%
Alpha
+0.79%
Beta
1.30
Info Ratio
0.30
Up / Down Capture
122 / 134
NAV (last ~1 year)
Fund details
AMCPGIM India
Fund manager-
Data from2021-04-13
AUM₹882 Cr (January - March 2026)
Expense ratio (Direct)0.74%
Minimum lumpsumRs 5,000
Minimum SIPRs 1,000
Risk rating-
Investment objective
Not available.
Peer rankwithin Dynamic Asset Allocation or Balanced Advantage
1Y
#34 of 37
Top 92%
3Y CAGR
#25 of 30
Top 83%
5Y CAGR
#15 of 19
Top 79%
Sharpe
#22 of 36
Top 61%