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MF_148658

PGIM India Balanced Advantage Fund - Direct Plan - Growth Option

Hybrid Scheme - Dynamic Asset Allocation or Balanced Advantage

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End Amount
₹15,634.22
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
8.12%
MF_148658 Return
Benchmark CAGR
8.95%
Nifty 50
Inflation Adj. CAGR
3.22%
Real Annualized Return
Alpha
0.00
Excess Return vs Benchmark
Beta
0.65
Volatility vs Benchmark
Sharpe Ratio
0.28
Risk-Adjusted Return
Sortino Ratio
0.41
Downside Risk-Adjusted
Parameters (amount, dates, benchmark) can be changed by clicking the Change Settings button or dropdown above. Click to expand
₹
Capital is parked in this source symbol and transferred monthly into the target.
Interval in months to rebalance portfolio constituents (for portfolio strategies).
Calculate and show 3Yr, 5Yr, 7Yr, and 10Yr rolling monthly return correlations across symbols (disabled by default for faster backtests).
Performance Chart
Win Ratios against Benchmark: Nifty 50
Period Win Ratio (%) Avg Win over Benchmark (%) Avg Loss over Benchmark (%)
30 days 49% 12% 26%
60 days 47% 9% 15%
90 days 48% 7% 12%
180 days 45% 5% 8%
1Yr 41% 2% 4%
3Yr 4% 0% 2%
5Yr 20% 1% 2%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period PGIM India Balanced Advantage Fund - Direct Plan - Growth Option Nifty 50
30 days -2.3% | -45.1% | 10.1% | 95.2% 26.6% | -57.1% | 9.7% | 160.7%
60 days -26.4% | -31.1% | 8.7% | 64.3% -23.0% | -41.2% | 9.7% | 95.4%
90 days -23.0% | -26.2% | 9.3% | 45.5% -25.0% | -31.2% | 12.4% | 66.6%
1 Year -6.2% | -3.1% | 8.2% | 21.6% -10.0% | -6.6% | 9.2% | 30.5%
3 Years 7.2% | 6.7% | 11.5% | 15.0% 7.7% | 6.5% | 13.5% | 17.9%
5 Years 6.7% | 6.5% | 8.7% | 10.5% 6.4% | 5.7% | 10.1% | 12.8%
7 Years 0.0% | 0.0% | 0.0% | 0.0% 0.0% | 0.0% | 0.0% | 0.0%
10 Years 0.0% | 0.0% | 0.0% | 0.0% 0.0% | 0.0% | 0.0% | 0.0%
Periods of Negative Return (Drawdowns) 5 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Jan. 17, 2022 March 30, 2022 72 days 5% Nifty 50: 13% 11514 10885 11514
April 5, 2022 Aug. 13, 2022 130 days 12% Nifty 50: 14% 11740 10374 11770
Sept. 14, 2022 Dec. 1, 2022 78 days 5% Nifty 50: 7% 12094 11445 12114
Sept. 23, 2024 June 6, 2025 256 days 11% Nifty 50: 15% 16234 14494 16303
Nov. 27, 2025 Oct. 30, 2026 337 days 11% Nifty 50: 15% 16814 15034 15634