PGIM India Balanced Advantage Fund Regular Growth

Fund Overview

Fund Size

₹830 Cr

Expense Ratio

2.28%

ISIN

INF663L01V72

Minimum SIP

₹1,000

Exit Load

No Charges

Inception Date

04 Feb 2021

About this fund

PGIM India Balanced Advantage Fund Regular Growth is a Dynamic Asset Allocation mutual fund schemes offered by PGIM India Mutual Fund. This fund has been in existence for 5 years, 3 months and 15 days, having been launched on 04-Feb-21.
As of 18-May-26, it has a Net Asset Value (NAV) of ₹14.66, Assets Under Management (AUM) of 829.61 Crores, and an expense ratio of 2.28%.

PGIM India Balanced Advantage Fund Regular Growth has given a CAGR return of 7.51% since inception.
The fund's asset allocation comprises around 67.18% in equities, 19.01% in debts, and 13.80% in cash & cash equivalents.
You can start investing in PGIM India Balanced Advantage Fund Regular Growth with a SIP of ₹1000 or a Lumpsum investment of ₹5000.

Performance against Category Average

In this section, we compare the returns of the scheme with the category average over various periods. Periods for which the fund has outperformed its category average are marked in green, otherwise red.

1 Year

-3.36%

+0.66% (Cat Avg.)

3 Years

+6.99%

+10.74% (Cat Avg.)

5 Years

+6.98%

+9.73% (Cat Avg.)

Since Inception

+7.51%

— (Cat Avg.)

Portfolio Summaryas of 30th April 2026

Equity	₹557.29 Cr	67.18%
Debt	₹157.69 Cr	19.01%
Others	₹114.52 Cr	13.80%

Top Holdings

All Holdings

Equity

Debt & Others

Name	Type	Amount	Holdings
HDFC Bank Ltd	Equity	₹46.27 Cr	5.58%
Reliance Industries Ltd	Equity	₹43.24 Cr	5.21%
7.18% Govt Stock 2033	Bond - Gov't/Treasury	₹42.35 Cr	5.10%
ICICI Bank Ltd	Equity	₹35.48 Cr	4.28%
6.79% Govt Stock 2034	Bond - Gov't/Treasury	₹30.43 Cr	3.67%
Bharti Airtel Ltd	Equity	₹19.95 Cr	2.41%
Axis Bank Limited	Cash - CD/Time Deposit	₹19.82 Cr	2.39%
State Bank of India	Equity	₹18.54 Cr	2.23%
Varun Beverages Ltd	Equity	₹17.4 Cr	2.10%
Larsen & Toubro Ltd	Equity	₹14.62 Cr	1.76%
Bajaj Finance Ltd	Equity	₹14.4 Cr	1.74%
Clearing Corporation Of India Ltd.	Cash - Repurchase Agreement	₹14.35 Cr	1.73%
7.09% Govt Stock 2054	Bond - Gov't/Treasury	₹14.12 Cr	1.70%
Muthoot Finance Ltd.	Cash - Commercial Paper	₹14.05 Cr	1.69%
7.25% Govt Stock 2063	Bond - Gov't/Treasury	₹13.58 Cr	1.64%
Bank Of Baroda	Cash - CD/Time Deposit	₹12.92 Cr	1.56%
Infosys Ltd	Equity	₹12.04 Cr	1.45%
Titan Co Ltd	Equity	₹10.77 Cr	1.30%
SRF Ltd	Equity	₹10.2 Cr	1.23%
Small Industries Development Bank of India	Cash - Commercial Paper	₹9.94 Cr	1.20%
Torrent Power Ltd	Equity	₹9.63 Cr	1.16%
Axis Bank Ltd	Equity	₹9.61 Cr	1.16%
Punjab National Bank	Cash - CD/Time Deposit	₹9.48 Cr	1.14%
Fedbank Financial Services Ltd	Cash - Commercial Paper	₹9.44 Cr	1.14%
Eternal Ltd	Equity	₹9.34 Cr	1.13%
Mahindra & Mahindra Ltd	Equity	₹8.64 Cr	1.04%
TVS Motor Co Ltd	Equity	₹8.46 Cr	1.02%
NTPC Ltd	Equity	₹8.41 Cr	1.01%
United Spirits Ltd	Equity	₹8.29 Cr	1.00%
Vishal Mega Mart Ltd	Equity	₹8.21 Cr	0.99%
JSW Steel Ltd	Equity	₹7.75 Cr	0.93%
7.24% Govt Stock 2055	Bond - Gov't/Treasury	₹7.44 Cr	0.90%
Tata Consultancy Services Ltd	Equity	₹7.26 Cr	0.88%
Divi's Laboratories Ltd	Equity	₹7.22 Cr	0.87%
Power Finance Corporation Limited	Bond - Corporate Bond	₹7.21 Cr	0.87%
Bharat Electronics Ltd	Equity	₹7.08 Cr	0.85%
Power Finance Corp Ltd	Equity	₹7.01 Cr	0.85%
JK Cement Ltd	Equity	₹6.85 Cr	0.83%
Sun Pharmaceuticals Industries Ltd	Equity	₹6.73 Cr	0.81%
Nhpc Limited	Bond - Corporate Bond	₹6.62 Cr	0.80%
J.B. Chemicals & Pharmaceuticals Ltd	Equity	₹6.61 Cr	0.80%
Tube Investments of India Ltd Ordinary Shares	Equity	₹6.54 Cr	0.79%
Solar Industries India Ltd	Equity	₹6.52 Cr	0.79%
Hindalco Industries Ltd	Equity	₹6.44 Cr	0.78%
Multi Commodity Exchange of India Ltd	Equity	₹6.43 Cr	0.78%
LTM Ltd	Equity	₹6.4 Cr	0.77%
CG Power & Industrial Solutions Ltd	Equity	₹6.38 Cr	0.77%
6.01% Govt Stock 2030	Bond - Gov't/Treasury	₹6.36 Cr	0.77%
Kotak Mahindra Bank Ltd	Equity	₹6.25 Cr	0.75%
Mankind Pharma Ltd	Equity	₹6.24 Cr	0.75%
UNO Minda Ltd	Equity	₹5.91 Cr	0.71%
Cummins India Ltd	Equity	₹5.84 Cr	0.70%
Persistent Systems Ltd	Equity	₹5.82 Cr	0.70%
Max Healthcare Institute Ltd Ordinary Shares	Equity	₹5.77 Cr	0.70%
Eicher Motors Ltd	Equity	₹5.77 Cr	0.69%
Maruti Suzuki India Ltd	Equity	₹5.26 Cr	0.63%
UltraTech Cement Ltd	Equity	₹5.23 Cr	0.63%
Jindal Steel Ltd	Equity	₹5.14 Cr	0.62%
Power Finance Corporation Limited	Bond - Corporate Bond	₹5.03 Cr	0.61%
Jamnagar Utilities & Power Private Limited	Bond - Corporate Bond	₹5.01 Cr	0.60%
Housing And Urban Development Corporation Limited	Bond - Corporate Bond	₹5 Cr	0.60%
Indian Bank	Cash - CD/Time Deposit	₹4.96 Cr	0.60%
Aster DM Healthcare Ltd Ordinary Shares	Equity	₹4.95 Cr	0.60%
Tech Mahindra Ltd	Equity	₹4.91 Cr	0.59%
FSN E-Commerce Ventures Ltd	Equity	₹4.88 Cr	0.59%
Small Industries Development Bank Of India	Cash - CD/Time Deposit	₹4.82 Cr	0.58%
Infina Finance Pvt Ltd.	Cash - Commercial Paper	₹4.8 Cr	0.58%
AU Small Finance Bank Ltd	Equity	₹4.6 Cr	0.55%
JSW Infrastructure Ltd	Equity	₹4.56 Cr	0.55%
Prestige Estates Projects Ltd	Equity	₹4.46 Cr	0.54%
ICICI Lombard General Insurance Co Ltd	Equity	₹4.3 Cr	0.52%
Navin Fluorine International Ltd	Equity	₹4.3 Cr	0.52%
PB Fintech Ltd	Equity	₹4.29 Cr	0.52%
Britannia Industries Ltd	Equity	₹4.11 Cr	0.49%
Small Industries Development Bank Of India	Bond - Corporate Bond	₹3.99 Cr	0.48%
Muthoot Finance Ltd	Equity	₹3.98 Cr	0.48%
HDFC Life Insurance Co Ltd	Equity	₹3.55 Cr	0.43%
LG Electronics India Ltd	Equity	₹3.28 Cr	0.40%
Nestle India Ltd	Equity	₹3.25 Cr	0.39%
Info Edge (India) Ltd	Equity	₹3.09 Cr	0.37%
Bharat Petroleum Corp Ltd	Equity	₹3.03 Cr	0.36%
Blue Star Ltd	Equity	₹3.02 Cr	0.36%
Small Industries Development Bank Of India	Bond - Corporate Bond	₹2.97 Cr	0.36%
ITC Ltd	Equity	₹2.93 Cr	0.35%
The Federal Bank Ltd	Equity	₹2.93 Cr	0.35%
7.09% Govt Stock 2074	Bond - Gov't/Treasury	₹2.77 Cr	0.33%
Shriram Finance Ltd	Equity	₹2.72 Cr	0.33%
Asian Paints Ltd	Equity	₹2.71 Cr	0.33%
Tbill	Bond - Gov't/Treasury	₹2.5 Cr	0.30%
Net Receivables / (Payables)	Cash	₹2.45 Cr	0.29%
Ashok Leyland Ltd	Equity	₹2.44 Cr	0.29%
GE Vernova T&D India Ltd	Equity	₹2.38 Cr	0.29%
6.64% Govt Stock 2027	Bond - Gov't/Treasury	₹2.32 Cr	0.28%
Astral Ltd	Equity	₹2.28 Cr	0.28%
Mrs Bectors Food Specialities Ltd Ordinary Shares	Equity	₹2.27 Cr	0.27%
Safari Industries (India) Ltd	Equity	₹2.13 Cr	0.26%
Aditya Birla Capital Limited	Bond - Corporate Bond	₹2.01 Cr	0.24%
7.34% Govt Stock 2064	Bond - Gov't/Treasury	₹1.86 Cr	0.22%
6.9% Govt Stock 2065	Bond - Gov't/Treasury	₹1.09 Cr	0.13%
Shriram Finance Limited	Bond - Corporate Bond	₹1.01 Cr	0.12%
7.17% Govt Stock 2028	Bond - Gov't/Treasury	₹0.78 Cr	0.09%
6.54% Govt Stock 2032	Bond - Gov't/Treasury	₹0.48 Cr	0.06%
7.26% Govt Stock 2032	Bond - Gov't/Treasury	₹0.25 Cr	0.03%
Tvs Motor Company Limited	Preferred Stock	₹0.11 Cr	0.01%

Allocation By Market Cap (Equity)

Allocation By Credit Quality (Debt)

AAA

Other Allocation

Equity Sector

Debt & Others

Sector	Amount	Holdings
Financial Services	₹170.36 Cr	20.53%
Consumer Cyclical	₹69.36 Cr	8.36%
Industrials	₹65.34 Cr	7.88%
Energy	₹46.27 Cr	5.58%
Basic Materials	₹44.93 Cr	5.42%
Technology	₹39.72 Cr	4.79%
Consumer Defensive	₹38.24 Cr	4.61%
Healthcare	₹37.53 Cr	4.52%
Communication Services	₹23.05 Cr	2.78%
Utilities	₹18.04 Cr	2.17%
Real Estate	₹4.46 Cr	0.54%

Risk & Performance Ratios

Fund Managers

Vinay Paharia

Since April 2023

Puneet Pal

Since December 2021

Anandha Padmanabhan Anjeneyan

Since April 2023

Utsav Mehta

Since April 2024

Additional Scheme Detailsas of 30th April 2026

ISIN

INF663L01V72

Expense Ratio

2.28%

Exit Load

No Charges

Fund Size

₹830 Cr

Age

5 years 3 months

Lumpsum Minimum

₹5,000

Fund Status

Open Ended Investment Company

Benchmark

CRISIL Hybrid 50+50 - Moderate TR INR

Investment Objective

To seek to generate long-term capital growth from an actively managed portfolio primarily of Equity and Equity Related Securities. Scheme shall invest in Indian equities,foreign equities and related instruments and debt securities.

Tax Treatment

Capital Gains Taxation:

Dividend Taxation:

Note: As per the Income Tax Budget 2024, mutual funds are subject to capital gains taxation, which includes surcharge and cess based on prevailing income tax rules and the investor’s income. Taxation applies only to realised gains, not notional gains. Please consult your tax advisors to determine the implications or consequences of your investments in such securities.

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Samco Dynamic Asset Allocation Fund Direct Growth Very High Risk	0.9%	1.0%	₹198.99 Cr	-0.5%
Samco Dynamic Asset Allocation Fund Regular Growth Very High Risk	2.4%	1.0%	₹198.99 Cr	-1.9%
Bajaj Finserv Balanced Advantage Fund Direct Growth Very High Risk	0.5%	1.0%	₹1228.80 Cr	1.1%
Bajaj Finserv Balanced Advantage Fund Regular Growth Very High Risk	1.8%	1.0%	₹1228.80 Cr	-0.4%
HSBC Balanced Advantage Fund Direct Growth Moderately High risk	0.8%	1.0%	₹1505.78 Cr	1.2%
HDFC Balanced Advantage Fund Direct Growth Very High Risk	0.7%	1.0%	₹105377.65 Cr	-1.2%
HDFC Balanced Advantage Fund Regular Growth Very High Risk	1.3%	1.0%	₹105377.65 Cr	-1.8%
Edelweiss Balanced Advantage Fund Regular Growth Very High Risk	2.1%	1.0%	₹12906.31 Cr	1.6%
Sundaram Balanced Advantage Fund Direct Growth High Risk	0.7%	1.0%	₹1658.39 Cr	-0.7%
Aditya Birla Sun Life Balanced Advantage Fund Direct Growth Moderately High risk	0.6%	0.0%	₹9182.39 Cr	3.6%
Nippon India Balanced Advantage Fund Direct Growth Very High Risk	0.6%	1.0%	₹9620.30 Cr	2.1%
Invesco India Balanced Advantage Fund Direct Growth Moderately High risk	0.8%	0.0%	₹1024.28 Cr	-2.4%
Tata Balanced Advantage Fund Regular Growth Very High Risk	1.7%	0.0%	₹9128.04 Cr	0.9%
Tata Balanced Advantage Fund Direct Growth Very High Risk	0.5%	0.0%	₹9128.04 Cr	2.2%
DSP Dynamic Asset Allocation Fund Regular Growth Moderately High risk	1.9%	1.0%	₹3661.26 Cr	2.5%
DSP Dynamic Asset Allocation Fund Direct Growth Moderately High risk	0.7%	1.0%	₹3661.26 Cr	3.7%
HSBC Balanced Advantage Fund Regular Growth Moderately High risk	2.1%	1.0%	₹1505.78 Cr	-0.1%
LIC MF Balanced Advantage Fund Regular Growth Very High Risk	2.3%	1.0%	₹681.03 Cr	-5.0%
LIC MF Balanced Advantage Fund Direct Growth Very High Risk	0.9%	1.0%	₹681.03 Cr	-3.6%
ICICI Prudential Balanced Advantage Fund Regular Growth High Risk	1.1%	1.0%	₹70551.44 Cr	2.9%
ITI Balanced Advantage Fund Regular Growth Moderate Risk	2.4%	0.0%	₹351.17 Cr	-2.4%
ITI Balanced Advantage Fund Direct Growth Moderate Risk	0.7%	0.0%	₹351.17 Cr	-0.7%
Invesco India Balanced Advantage Fund Regular Growth Moderately High risk	2.1%	0.0%	₹1024.28 Cr	-3.6%
Sundaram Balanced Advantage Fund Regular Growth High Risk	2.1%	1.0%	₹1658.39 Cr	-2.1%
Union Balanced Advantage Fund Regular Growth Very High Risk	2.2%	1.0%	₹1241.37 Cr	-0.8%
Union Balanced Advantage Fund Direct Growth Very High Risk	1.1%	1.0%	₹1241.37 Cr	0.4%
Edelweiss Balanced Advantage Fund Direct Growth Very High Risk	1.0%	1.0%	₹12906.31 Cr	2.8%
Bank of India Balanced Advantage Fund Regular Growth Very High Risk	2.1%	1.0%	₹152.71 Cr	4.1%
Bank of India Balanced Advantage Fund Direct Growth Very High Risk	1.1%	1.0%	₹152.71 Cr	5.4%
Kotak Balanced Advantage Fund Regular Growth Very High Risk	1.7%	1.0%	₹17183.82 Cr	-0.7%
Kotak Balanced Advantage Fund Direct Growth Very High Risk	0.6%	1.0%	₹17183.82 Cr	0.4%
PGIM India Balanced Advantage Fund Regular Growth Moderately High risk	2.3%	0.0%	₹829.61 Cr	-3.4%
PGIM India Balanced Advantage Fund Direct Growth Moderately High risk	0.6%	0.0%	₹829.61 Cr	-1.7%
Axis Balanced Advantage Fund Regular Growth Moderately High risk	1.9%	1.0%	₹3557.60 Cr	-0.4%
Axis Balanced Advantage Fund Direct Growth Moderately High risk	0.6%	1.0%	₹3557.60 Cr	0.9%
ICICI Prudential Balanced Advantage Fund Direct Growth High Risk	0.7%	1.0%	₹70551.44 Cr	3.4%
Baroda BNP Paribas Balanced Advantage Fund Direct Growth Very High Risk	0.6%	1.0%	₹4755.77 Cr	6.3%
Baroda BNP Paribas Balanced Advantage Fund Regular Growth Very High Risk	1.6%	1.0%	₹4755.77 Cr	5.1%

About the AMC

PGIM India Mutual Fund

+91 22 61593000

https://www.pgimindiamf.com/

Total AUM

₹24,181 Cr

Address

Nirlon House, 2nd Floor, Mumbai, 400 030

Other Funds by PGIM India Mutual Fund

Fund name	Expense Ratio	Exit Load	Fund size	1Y
PGIM India Multi Asset Allocation Fund Direct Growth Very High Risk	0.6%	0.0%	₹266.49 Cr	-
PGIM India Healthcare Fund Direct Growth Very High Risk	0.7%	0.0%	₹92.44 Cr	14.0%
PGIM India Multi Cap Fund Direct Growth Very High Risk	0.7%	0.0%	₹417.94 Cr	4.5%
PGIM India Retirement Fund Direct Growth Very High Risk	0.7%	0.0%	₹97.14 Cr	-0.3%
PGIM India Large and Mid Cap Fund Direct Growth Very High Risk	0.7%	0.0%	₹783.74 Cr	-
PGIM India Fixed Duration Fund - Series BH Direct Growth Moderate Risk	-	0.0%	-	-
PGIM India Fixed Duration Fund - Series BJ Direct Growth Moderate Risk	-	0.0%	-	-
PGIM India Fixed Duration Fund - Series BI Direct Growth Moderate Risk	-	0.0%	-	-
PGIM India Fixed Duration Fund - Series BF Direct Growth Moderate Risk	-	0.0%	-	-
PGIM India Fixed Duration Fund - Series BG Direct Growth Moderate Risk	-	0.0%	-	-
PGIM India Overnight Fund Direct Growth Low Risk	0.2%	0.0%	₹44.33 Cr	5.3%
PGIM India Dynamic Bond Direct Growth Moderate Risk	0.5%	0.0%	₹83.32 Cr	0.6%
PGIM India Global Select Real Estate Securities Fund of Fund Direct Growth Very High Risk	1.3%	0.0%	₹60.55 Cr	27.4%
PGIM India Balanced Advantage Fund Direct Growth Moderately High risk	0.6%	0.0%	₹829.61 Cr	-1.7%
PGIM India CRISIL IBX Gilt Index - Apr 2028 Fund Direct Growth Low to Moderate Risk	0.5%	0.0%	₹21.73 Cr	5.0%
PGIM India Flexi Cap Fund Direct Growth Very High Risk	0.5%	0.0%	₹5792.97 Cr	-0.4%
PGIM India Gilt Fund Direct Growth Moderate Risk	0.6%	0.0%	₹93.06 Cr	-1.9%
PGIM India Global Equity Opportunities Fund Direct Growth Very High Risk	1.4%	0.0%	₹1693.72 Cr	23.4%
PGIM India Emerging Markets Equity Fund Direct Growth Very High Risk	1.4%	0.0%	₹1389.77 Cr	52.7%
PGIM India Liquid Fund Direct Growth Low to Moderate Risk	0.1%	0.0%	₹584.30 Cr	6.3%
PGIM India Low Duration Fund Direct Growth Low to Moderate Risk	0.4%	0.0%	₹93.31 Cr	7.2%
PGIM India Corporate Bond Fund Direct Growth Moderate Risk	0.2%	0.0%	₹81.37 Cr	3.8%
PGIM India Hybrid Equity Fund Direct Growth High Risk	0.8%	0.0%	₹203.98 Cr	-1.5%
PGIM India Large Cap Fund Direct Growth Very High Risk	0.9%	0.0%	₹544.39 Cr	-4.0%
PGIM India Short Duration Fund Direct Growth Low to Moderate Risk	0.3%	0.0%	₹27.94 Cr	6.7%
PGIM India Ultra Short Duration Fund Direct Growth Low to Moderate Risk	0.4%	0.0%	₹166.59 Cr	6.1%
PGIM India Equity Savings Fund Direct Growth Moderate Risk	0.6%	0.0%	₹60.38 Cr	2.8%
PGIM India Arbitrage Fund Direct Growth Low Risk	0.4%	0.0%	₹96.52 Cr	6.2%
PGIM India Money Market Fund Direct Growth Low to Moderate Risk	0.2%	0.0%	₹133.62 Cr	6.1%
PGIM India ELSS Tax Saver Fund Direct Growth Very High Risk	0.8%	0.0%	₹700.04 Cr	-5.2%
PGIM India Midcap Opportunities Fund Direct Growth Very High Risk	0.5%	0.0%	₹10737.52 Cr	1.7%
PGIM India Credit Risk Fund Segregated Plan 1 Direct Growth Low to Moderate Risk	-	0.0%	-	-
PGIM India Banking and PSU Debt fund Direct Growth Moderate Risk	0.2%	0.0%	₹45.38 Cr	6.8%
PGIM India Small Cap Fund Direct Growth Very High Risk	0.6%	0.0%	₹1539.34 Cr	7.7%

Risk Level

Your principal amount will be at Moderately High risk

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Still got questions?
We're here to help.

What is the current NAV of PGIM India Balanced Advantage Fund Regular Growth?

The NAV of PGIM India Balanced Advantage Fund Regular Growth, as of 18-May-2026, is ₹14.66.

What are the returns of PGIM India Balanced Advantage Fund Regular Growth?

The fund has generated -3.36% over the last 1 year and 6.99% over the last 3 years. However, this does not guarantee that the fund will perform similarly in the future.

What is the portfolio composition of PGIM India Balanced Advantage Fund Regular Growth?

The fund's allocation of assets is distributed as 67.18% in equities, 19.01% in bonds, and 13.80% in cash and cash equivalents.

Who manages the PGIM India Balanced Advantage Fund Regular Growth?

The fund managers responsible for PGIM India Balanced Advantage Fund Regular Growth are:-

Vinay Paharia
Puneet Pal
Anandha Padmanabhan Anjeneyan
Utsav Mehta

Disclaimer: Mutual Fund investments are subject to market risks, read all scheme-related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative of the future performance of the schemes. Investors are requested to review the prospectus carefully and obtain expert professional advice with regard to specific legal, tax and financial implications of the investment/participation in the scheme.

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PGIM India Balanced Advantage Fund Regular Growth

Fund Overview