What is the 3-year rolling return of PGIM India Balanced Advantage Fund?

Across 668 overlapping 3-year holding periods between 8 February 2021 and 16 October 2026, the Direct plan of PGIM India Balanced Advantage Fund returned an average of 11.04% a year, with a median of 11.50%. The best 3-year stretch returned 16.15% a year and the worst returned 6.02%.

Has PGIM India Balanced Advantage Fund ever lost money over 3 years?

No. Every one of the 668 3-year holding periods in this fund's history ended in profit. The weakest returned 6.02% a year, for someone who invested on 12 October 2023. Past periods are not a guide to future ones.

What is the difference between the Direct and Regular plans of PGIM India Balanced Advantage Fund?

Both plans hold the same portfolio. The Regular plan pays a commission to the distributor who sold it, deducted from the NAV every year, so it returns less. Over the same period, 3-year rolling returns averaged 11.04% a year on the Direct plan against 9.13% on the Regular plan, a difference of 1.90% a year.

What is the 1-year rolling return of PGIM India Balanced Advantage Fund?

Across 1,159 overlapping 1-year holding periods between 8 February 2021 and 16 October 2026, the Direct plan of PGIM India Balanced Advantage Fund returned an average of 9.19% a year, with a median of 8.28%. The best 1-year stretch returned 25.09% a year and the worst returned -5.93%.

What is the 5-year rolling return of PGIM India Balanced Advantage Fund?

PGIM India Balanced Advantage Fund has 175 windows at the 5-year holding period, because its NAV record begins on 8 February 2021. Those windows all start within a few months of each other and cover nearly the same stretch of market, so an average across them describes one period rather than a range of conditions. The figures are in the table above, next to the window count they were computed from.

PGIM India Mutual Fund

PGIM India Balanced Advantage Fund — rolling returns

Balanced Advantage · NAV data as of 16 October 2026

1,402 daily NAV records since 8 February 2021

What is a rolling return?

A rolling return measures what you would actually have earned by investing on any given day and holding for a fixed number of years. Instead of quoting one figure from a single convenient start date, it repeats that calculation for every start date in the fund's history — 668 separate three-year windows for this fund. The gap between the best and the worst of those windows shows how much your entry date mattered.

Rolling return statistics

Annualised returns (CAGR), computed daily across every available start date.

Plan

Holding period

From

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Index or category average

Direct plan · showing data from 8 February 2021 to 16 October 2026

Average rolling return

8.69%

Windows computed

175

Median return

8.73%

Standard deviation

1.00%

Best 5-year window

10.58%a year

Invested 10 Feb 2021 · exited 10 Feb 2026

Worst 5-year window

6.44%a year

Invested 8 Oct 2021 · exited 8 Oct 2026

Consistency — share of 5-year windows

Above 0%: 100.0% (175 of 175)
Above 8%: 79.4% (139 of 175)
Above 12%: 0.0% (0 of 175)
Above 15%: 0.0% (0 of 175)

Chart resolution

Each point is one 5-year holding period, plotted against the date it began. Showing 36 of 175 windows.

Compare holding periods

The same statistics for every period, side by side. The highlighted column is the one shown above.

Rolling return statistics for PGIM India Balanced Advantage Fund by holding period
Holding period	1Y	3Y	5Y	7Y	10Y
Returns
Average	9.19%	11.04%	8.69%	—	—
Median	8.28%	11.50%	8.73%	—	—
Minimum	-5.93%	6.02%	6.44%	—	—
Maximum	25.09%	16.15%	10.58%	—	—
Std deviation	6.84%	1.91%	1.00%	—	—
Consistency
Above 0%	91.72%	100.00%	100.00%	—	—
Above 8%	51.68%	93.11%	79.43%	—	—
Above 12%	33.48%	30.69%	0.00%	—	—
Above 15%	24.59%	2.40%	0.00%	—	—
Coverage
Windows computed	1,159	668	175	—	—

Statistics are computed from all daily rolling windows in the selected range. Chart resolution changes the plotted line only, never these numbers.

Direct vs Regular plan

The same fund and the same portfolio. The Regular plan pays a commission to the distributor who sold it, which comes out of the NAV every year, so its returns run lower. Figures below are 5-year rolling returns over the period both plans share. Over this history the Direct plan averaged 1.87% a year more than Regular.

5-year rolling returns for PGIM India Balanced Advantage Fund, Direct plan compared with Regular plan
5-year rolling return	Direct	Regular
Average	8.69%	6.82%
Best window	10.58%from 10 Feb 2021	8.66%from 10 Feb 2021
Worst window	6.44%from 8 Oct 2021	4.63%from 8 Oct 2021
Windows computed	175	175

Common questions about PGIM India Balanced Advantage Fund

What is the 3-year rolling return of PGIM India Balanced Advantage Fund?: Across 668 overlapping 3-year holding periods between 8 February 2021 and 16 October 2026, the Direct plan of PGIM India Balanced Advantage Fund returned an average of 11.04% a year, with a median of 11.50%. The best 3-year stretch returned 16.15% a year and the worst returned 6.02%.
Has PGIM India Balanced Advantage Fund ever lost money over 3 years?: No. Every one of the 668 3-year holding periods in this fund's history ended in profit. The weakest returned 6.02% a year, for someone who invested on 12 October 2023. Past periods are not a guide to future ones.
What is the difference between the Direct and Regular plans of PGIM India Balanced Advantage Fund?: Both plans hold the same portfolio. The Regular plan pays a commission to the distributor who sold it, deducted from the NAV every year, so it returns less. Over the same period, 3-year rolling returns averaged 11.04% a year on the Direct plan against 9.13% on the Regular plan, a difference of 1.90% a year.
What is the 1-year rolling return of PGIM India Balanced Advantage Fund?: Across 1,159 overlapping 1-year holding periods between 8 February 2021 and 16 October 2026, the Direct plan of PGIM India Balanced Advantage Fund returned an average of 9.19% a year, with a median of 8.28%. The best 1-year stretch returned 25.09% a year and the worst returned -5.93%.
What is the 5-year rolling return of PGIM India Balanced Advantage Fund?: PGIM India Balanced Advantage Fund has 175 windows at the 5-year holding period, because its NAV record begins on 8 February 2021. Those windows all start within a few months of each other and cover nearly the same stretch of market, so an average across them describes one period rather than a range of conditions. The figures are in the table above, next to the window count they were computed from.

Compare with other funds

Other Balanced Advantage funds

5-year rolling return (Direct)

Figures are 5-year rolling return averages on the Direct plan, over each fund's own history. Funds with different start dates cover different market conditions, so these are a starting point for comparison rather than a like-for-like ranking.