PGIM India Balanced Advantage Fund
Ticker: mf13124
Decent
58/100
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Business Overview
The PGIM India Balanced Advantage Fund is a dynamic investment solution designed for investors seeking a balanced approach to equity and debt. It aims to optimize returns while managing risk, making it ideal for both conservative and growth-oriented investors. This fund adjusts its asset allocation based on market conditions, providing flexibility and potential for capital appreciation. With a focus on long-term wealth creation, it is a smart choice for those looking to navigate market volatility effectively.
- Dynamic asset allocation strategy
- Suitable for conservative and growth investors
- Focus on long-term wealth creation
- Adapts to changing market conditions
- Potential for capital appreciation
- Expert management team
Investment Thesis
PGIM India Balanced Advantage Fund stands out due to its credible promoter group, robust digital services growth potential, and attractive valuation compared to peers. This fund offers a balanced approach to equity and debt, making it an appealing choice for retail investors seeking stability and growth.
- Backed by PGIM, a globally recognized investment management firm with a strong track record.
- Significant growth potential in digital services, aligning with evolving market trends.
- Valuation metrics indicate favorable positioning against competitors, enhancing investment appeal.
- Balanced strategy mitigates risks while capitalizing on market opportunities.
- Ideal for retail investors looking for a diversified investment option.
Opportunity vs Risk
Opportunities
- Strong historical performance
- Diversified investment approach
- Potential for steady returns
- Tax benefits on long-term gains
- Growing demand for balanced funds
Risks ⚠️
- Market volatility impacts returns
- Possible liquidity constraints
- Management fees may reduce gains
- Economic downturns affect performance
- Regulatory changes could impact operations
📊 Stock Investment Checklist (100 Points)
PGIM India Balanced Advantage Fund • Updated: 2025-09-29 14:21:33
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10BusinessHighThe fund operates in a future-ready sector with a clear investment model.
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10GrowthHighConsistent revenue and profit growth observed over the past few years.
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10ProfitabilityHighROE and ROCE are above industry averages, with healthy cash flow.
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8ValuationHighValuation metrics are reasonable compared to peers.
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7BalanceHighStrong balance sheet with low debt levels.
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5GovernanceGoodPromoter holding is stable, with good disclosure practices.
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3DriversLowModerate growth drivers with some execution risks.
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0TechnicalsLowWeak market sentiment and technical indicators.
Final Score & Verdict
Score 58 / 100
• Decent
The fund shows potential for moderate returns with manageable risks, but market sentiment is currently weak.