PGIM India Balanced Advantage Fund
PGIM India Balanced Advantage Fund is a dynamic asset allocation or balanced advantage fund of PGIM India Asset Management Private Limite with ₹675 cr under management. It is ahead of its benchmark (CRISIL Hybrid 50+50 - Moderate Index) in 0 of 3 periods. Its direct plan charges 0.91% a year. Utsav Mehta has managed it for 2.5 years.
Has PGIM India Balanced Advantage Fund beaten its benchmark?
Ahead of its benchmark, CRISIL Hybrid 50+50 - Moderate Index, in 0 of 3 periods in AMFI's figures; −4.95% over the last year against −1.52%.
Period returns
Direct Plan, growth · 3y and longer a year| Period | Fund | Nifty 500 TRI | Ahead |
|---|---|---|---|
| 1 month | −2.87% | −3.60% | — |
| 3 months | −4.16% | −5.03% | — |
| 6 months | −2.09% | −1.83% | — |
| 1 year | −5.07% | −4.06% | −1.01 pts |
| 3 years | +6.40% | +9.27% | −2.87 pts |
| 5 years | +6.57% | +8.00% | −1.43 pts |
| 10 years | — | +12.69% | — |
| Since start from 8 Feb 2021 | +8.19% | — | — |
Official figures
AMFI performance feed, 13 Oct 2026| Period | Direct | Regular | Benchmark | Ahead | Rank |
|---|---|---|---|---|---|
| 1y | −4.95% | −6.53% | −1.52% | −3.43 | 🔒 |
| 3y | +6.51% | +4.72% | +7.73% | −1.22 | 🔒 |
| 5y | +6.70% | +4.87% | +6.80% | −0.10 | 🔒 |
| 10y | — | — | — | — | — |
Value of 100, month-end
Feb 2021 to 14 Oct 2026₹100 put in at the start of Feb 2021 would be ₹157 on 14 Oct 2026, against ₹192 in the Nifty 500 TRI.
What does PGIM India Balanced Advantage Fund cost?
0.91% a year on the direct plan, 2.50% on the regular plan; 8 of 22 funds in its category charge less.
Who manages PGIM India Balanced Advantage Fund?
Utsav Mehta, since 15 Apr 2024; Anandha Padmanabhan Anjeneyan, since 15 Apr 2024; Vinay Paharia, since 15 Apr 2024.
What does PGIM India Balanced Advantage Fund hold?
93 holdings as of 30 Sep 2026; the ten largest are 31.4% of the fund, the largest ICICI Bank Ltd. at 5.9%.
Mix
Holdings as of 30 Sep 2026Five largest
% of fundFive largest industries
% of fundBy company size
% of equity · SEBI size listsHow does PGIM India Balanced Advantage Fund score against its category?
Seven scores against funds of its kind, and the warning signs it trips.
Are the companies inside any good?
The holdings by valuation, forensic risk, business quality and balance sheet, weighted by their share of the fund.
How is PGIM India Balanced Advantage Fund run?
Turnover, what it bought and sold, its cash and its record in new listings, from its monthly holdings files.
Which funds hold much the same?
The index it is nearest and the funds whose holdings overlap most.
Funds that hold much the same
% of holdings in commonHow much is in its sponsor's own group?
Holdings in companies of the fund house's sponsor group, beside the index.
Questions people ask
Who manages PGIM India Balanced Advantage Fund?
Utsav Mehta (manager) since 15 Apr 2024; Anandha Padmanabhan Anjeneyan (manager) since 15 Apr 2024; Vinay Paharia (manager) since 15 Apr 2024; Puneet Pal (manager) since 15 Apr 2024.
What is the expense ratio of PGIM India Balanced Advantage Fund?
0.91% a year on the direct plan and 2.50% on the regular plan (expense report, Oct 2026).
How has PGIM India Balanced Advantage Fund done?
Its direct plan returned +6.51% a year over 3 years against +7.73% for its benchmark, CRISIL Hybrid 50+50 - Moderate Index, as of 13 Oct 2026.
See PGIM India Balanced Advantage Fund beside your own funds in Valarth
