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PGIM India Balanced Advantage Fund
PGIM India·
Dynamic Asset Allocation or Balanced Advantage
1Y
+0.83%
3Y
+9.09%
5Y
+8.01%
Since Inception
+9.67%
Sharpe
0.13
Sortino
0.19
Max Drawdown
-11.64%
Volatility
9.26%
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
#33 of 37
Top 89%
3Y CAGR
#25 of 31
Top 81%
5Y CAGR
#17 of 21
Top 81%
Sharpe
#23 of 36
Top 64%