PGIM India Balanced Advantage Fund(IDCW)
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Business Overview
PGIM India Balanced Advantage Fund (IDCW) is a dynamic investment solution designed to balance growth and stability. Ideal for investors seeking long-term wealth creation with a moderate risk profile, this fund adjusts its equity and debt exposure based on market conditions. It matters because it offers a strategic approach to investing, aiming to maximize returns while minimizing risks. With professional management and a focus on asset allocation, this fund is a reliable choice for those looking to enhance their investment portfolio.
- Dynamic asset allocation between equity and debt
- Ideal for moderate risk investors
- Professional management by experienced fund managers
- Focus on long-term wealth creation
- Aims to minimize risks while maximizing returns
Investment Thesis
PGIM India Balanced Advantage Fund stands out due to its robust promoter credibility and a strong track record in fund management. The digital services sector is poised for significant growth, providing ample opportunities for capital appreciation. Additionally, its attractive valuation compared to peers makes it a compelling choice for retail investors seeking balanced exposure.
- Backed by PGIM, a reputable global investment management firm.
- Strong historical performance with a focus on risk-adjusted returns.
- Digital services growth presents a lucrative investment landscape.
- Attractive valuation metrics compared to industry peers.
- Ideal for investors seeking a balanced approach to equity and debt.
Opportunity vs Risk
- Diversified investment across asset classes
- Potential for stable returns
- Suitable for risk-averse investors
- Tax benefits on long-term gains
- Market volatility impacts returns
- Management fees may reduce profits
- Performance linked to equity markets
- Limited liquidity in certain conditions
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10BusinessHighThe fund operates in a sector that is adapting to changing market conditions, but lacks a strong competitive moat.
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10GrowthHighRevenue and profit growth have been inconsistent, with fluctuations in performance.
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10ProfitabilityHighROE and ROCE are moderate, with OCF showing some volatility compared to net profit.
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8ValuationHighValuation metrics like P/E and P/B are slightly above peers, indicating potential overvaluation.
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7BalanceHighThe balance sheet shows manageable debt levels, but liquidity could be improved.
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6GovernanceGoodPromoter holding is stable, but there are concerns regarding transparency in disclosures.
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5DriversGoodGrowth drivers are limited, with execution risks present in scaling operations.
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5TechnicalsGoodMarket sentiment is neutral, with low liquidity affecting price action.