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PGIM India Balanced Advantage Fund
PGIM India·
Dynamic Asset Allocation or Balanced Advantage
1Y
-2.35%
3Y
+7.11%
5Y
+7.18%
Since Inception
+8.88%
Sharpe
0.26
Sortino
0.39
Max Drawdown
-11.64%
Volatility
9.09%
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
#37 of 37
Top 100%
3Y CAGR
#28 of 31
Top 90%
5Y CAGR
#17 of 20
Top 85%
Sharpe
#26 of 36
Top 72%