PGIM India Balanced Advantage Fund

Dynamic Asset Allocation / BAFHybrid Rank 31 of 34

NAV · Direct-Growth

₹16.74-0.07-0.42%

As of 18 Aug 2026 · AMFI

NAV growth+0.7%

Aug ’25Aug ’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

+0.7%

-6.6 vs cat

3Y CAGR

+8.6%

-2.8 vs cat

5Y CAGR

+8.3%

-1.1 vs cat

AUM

—

fund size

Expense

—

direct plan

Volatility 3Y

9.9%

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 8.3% 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)

₹16.7400

Last 1Y

+0.72%

Aug 25Min ₹15.29 · Max ₹17.10 · 247 ptsAug 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	-0.65%	-0.39%	34/ 41
1M	+0.48%	+0.99%	29/ 41
3M	+4.17%	+4.35%	23/ 41
6M	-0.30%	+4.42%	32/ 40
YTD	-1.12%	+4.16%	33/ 40
1Y	+0.72%	+7.28%	36/ 40
2Y	+3.16%	+4.77%	29/ 39
3Y	+8.60%	+11.38%	31/ 34
5Y	+8.29%	+9.40%	19/ 23

Available plans & options

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