PGIM India Balanced Advantage Fund

Dynamic Asset Allocation / BAFHybrid Rank 31 of 34

NAV · Direct-Growth

₹15.84-0.09-0.56%

As of 1 Oct 2026 · AMFI

NAV growth-4.1%

Oct ’25Oct ’26

Arthkar verdictA balanced read

Returns

Lags category

0 of 3 periods ahead

Consistency

Strong

positive in 4 of 5 years

Trails its Dynamic Asset Allocation / BAF category on 1Y, 3Y & 5Y.

1Y return

-4.3%

-7.1 vs cat

3Y CAGR

+6.5%

-2.7 vs cat

5Y CAGR

+6.7%

-1.2 vs cat

AUM

—

fund size

Expense

—

direct plan

Volatility 3Y

10.3%

3Y std dev

Go deeper on PGIM India Balanced Advantage Fund

Two data-only views, computed from this fund's real NAV history — no projections.

PGIM India Balanced Advantage Fund SIP returnsWhat ₹1,000–₹25,000/month actually became, 3 to 20 years — real results, with drawdowns and an FD comparison.PGIM India Balanced Advantage Fund real oddsYour real chances over every start date in history — how often it made money and beat a fixed deposit.

In plain English

PGIM India Balanced Advantage Fund is a Dynamic Asset Allocation / BAF scheme from PGIM India. Long-run track record: about 6.7% CAGR over 5 years. Worst historical drawdown: -12% in Jun 2022, recovered in 2 months.

Auto-generated from holdings, returns and risk data. No paid placement, no copy-pasted boilerplate.

NAV history

Showing Direct · Growth · INF663L01V49

NAV (Direct-Growth)

₹15.8400

Last 1Y

-4.12%

Oct 25Min ₹15.29 · Max ₹17.10 · 247 ptsOct 26

Drawdown stories

The crashes you should know about — and how long the fund took to recover.

Jun 2022

-11.6%

Peak ₹11.94 on 5 Apr 2022 → trough ₹10.55 on 20 Jun 2022 (3 months down).

Recovered in 2 months· 16 Aug 2022

Feb 2025

-10.7%

Peak ₹16.51 on 23 Sept 2024 → trough ₹14.74 on 28 Feb 2025 (5 months down).

Recovered in 3 months· 6 Jun 2025

Mar 2026 — ongoing

-10.6%

Peak ₹17.10 on 27 Nov 2025 → trough ₹15.29 on 30 Mar 2026 (4 months down).

Not yet recovered

Computed from the full NAV history. We show drawdowns deeper than 10%, sorted by depth.

Performance

Returns for various periods, with category average and peer rank.

Period	Returns	Category avg	Rank
1W	-2.34%	-1.86%	37/ 41
1M	-4.46%	-3.39%	37/ 41
3M	-4.46%	-2.64%	38/ 41
6M	+2.59%	+7.63%	33/ 41
YTD	-6.44%	+0.17%	37/ 40
1Y	-4.35%	+2.71%	39/ 40
2Y	-0.69%	+1.91%	32/ 39
3Y	+6.51%	+9.26%	31/ 34
5Y	+6.69%	+7.90%	20/ 24

Available plans & options

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