PGIM Balanced Advantage Fund Aug 2025 728x90

Mutual Fund Category Returns

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Data as on - 15-09-2025
Category 3 Yrs
Avg Rtn (%) Max Rtn (%) Min Rtn (%) Median Rtn (%)
Equity: Contra 19.47 20.23 18.98 19.2
Equity: Dividend Yield 18.55 23.13 15.68 18.45
Equity: ELSS 15.78 24.25 9.61 15.72
Equity: Flexi Cap 15.38 22.3 2.35 14.89
Equity: Focused 15.14 23.5 8.25 14.93
Equity: Large and Mid Cap 17.15 26.32 11.51 16.25
Equity: Large Cap 13.94 18.87 10.82 14.0
Equity: Mid Cap 19.7 26.25 12.35 20.16
Equity: Multi Cap 17.99 22.03 10.42 18.31
Equity: Sectoral-Banking and Financial Services 14.6 18.56 9.76 14.64
Equity: Sectoral-FMCG 8.92 8.92 8.92 8.92
Equity: Sectoral-Infrastructure 22.28 27.06 15.56 22.41
Equity: Sectoral-Pharma and Healthcare 23.77 28.6 20.62 23.34
Equity: Sectoral-Technology 16.0 21.18 12.96 14.89
Equity: Small Cap 19.01 28.18 12.49 18.86
Equity: Thematic-Active-Momentum - - - -
Equity: Thematic-Business-Cycle 17.46 21.71 12.83 17.96
Equity: Thematic-Consumption 15.7 17.41 12.98 15.45
Equity: Thematic-Energy 17.45 19.51 15.39 17.45
Equity: Thematic-ESG 13.63 18.97 12.57 12.88
Equity: Thematic-Innovation 18.23 21.32 15.13 18.23
Equity: Thematic-International 15.19 17.11 10.82 16.35
Equity: Thematic-Manufacturing 21.09 24.8 17.84 20.85
Equity: Thematic-MNC 11.22 13.6 6.97 12.15
Equity: Thematic-Multi-Sector - - - -
Equity: Thematic-Others 16.84 27.91 10.74 16.68
Equity: Thematic-PSU 27.17 28.3 26.08 27.16
Equity: Thematic-Quantitative 16.52 22.52 9.85 17.99
Equity: Thematic-Special-Opportunities 17.33 17.33 17.33 17.33
Equity: Thematic-Transportation 21.97 21.97 21.97 21.97
Equity: Value 18.37 22.87 14.2 17.76

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