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PGIM India Balanced Advantage Fund - Regular Plan - Dividend Option

PGIM India · Balanced Advantage
Moderate
₹10.61
Current NAV
04 Nov 2026
-9.7%
1Y Return
-2.2%
3Y CAGR
-1.4%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.41).
  • Generates significant excess returns relative to benchmark index (Alpha: 4.41).
  • Well-diversified portfolio aligned with the Balanced Advantage mandate.
Cons / Risks
  • Higher expense ratio (1.81%) which can affect compounding over long horizons.
  • Sluggish 3-year performance, lagging behind primary equity benchmarks.
Suitable for
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term trading or speculative investment horizons.
Risk Profile: Moderate Risk
Low Moderate High Very High
Risk Metrics
1.41
Sharpe Ratio
1.01
Beta
4.41
Alpha
1.57
Sortino
Fund Details
Fund House PGIM India
Category Balanced Advantage
AUM ₹8960 Cr
Expense Ratio 1.81%
Min SIP ₹500
Min Lumpsum ₹1000
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