Past performance is no guarantee of future returns.
Had you invested
₹
Over the last
1Y
3Y
ALL
Your returns would have been
PGIM India Balanced Advantage (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 31st Dec
Top holdings
HDFC Bank Ltd
7.4%
Reliance Industries Ltd
6.5%
ICICI Bank Ltd
6.5%
7.18% Govt Stock 2033
4.7%
6.79% Govt Stock 2034
3.7%
7.18% Govt Stock 2037
3.2%
7.24% Govt Stock 2055
3.2%
Infosys Ltd
2.5%
Bharti Airtel Ltd
2.5%
6.48% Govt Stock 2035
1.9%
Top industry exposure
Financial Services
20.5%
Consumer Cyclical
7.9%
Industrials
7.6%
Technology
6.9%
Energy
6.5%
Other information
Minimum SIP
₹1,000
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
16%
Lock-in period
-
Exit load
• 0.5% for redemption within 90 days
Fund objective
To provide capital appreciation and income distribution to the investors by dynamically managing the asset allocation between equity and fixed income using equity derivatives strategies, arbitrage opportunities and pure equity investments. The scheme seeks to reduce the volatility by diversifying the assets across equity and fixed income. However, there can be no assurance that the investment objective of the Scheme will be achieved. The Scheme does not guarantee/ indicate any returns.