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PGIM India Balanced Advantage Fund - Direct Plan - Growth Option

Balanced Advantage Data as of Aug 2026 Comparing Jul 2026 → Aug 2026
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Stocks Held
68
Aug 2026
Equity Holdings
₹557.53 Cr
Equity only, excl. debt & cash
AAUM
₹802.66 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
20.5%
Diversified
Top 10 Weight
29.2%
Diversified
Changes
67
0 new · 0 exits
Top Sector
Banks
17.3% of portfolio
Launch Date
15 Jan 2021
5 years old

AAUM (Average Assets Under Management) of ₹802.66 Cr for Apr-Jun 2026 is the combined figure across Direct and Regular plans — sourced from AMFI India's quarterly disclosure. Equity Holdings above shows only the stock portion from the latest portfolio filing.

📋 What Happened This Month Among existing holdings, ICICI Lombard General Insurance Company Limited saw the biggest increase — now at 0.69% of the portfolio. Bharti Airtel Limited was trimmed the most, now at 3.05%. ICICI Bank Limited remains the top holding with Banks the dominant sector at 17.3%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
Jun 2026 Jul 2026
Sector Prev Curr Delta
Banks 17.3% 16.8% -0.6%
IT - Software 4.0% 5.6% +1.5%
Petroleum Products 5.3% 4.8% -0.4%
Automobiles 3.7% 4.1% +0.5%
Pharmaceuticals & Biotechnology 4.1% 3.7% -0.4%
Retailing 3.5% 3.7% +0.2%
Finance 3.5% 3.6% +0.2%
Telecom - Services 3.1% 3.2% +0.1%
Power 2.6% 2.5% -0.1%
Chemicals & Petrochemicals 2.4% 2.2% -0.1%
Jul 2026 Aug 2026
Sector Prev Curr Delta
Banks 16.8% 17.3% +0.5%
IT - Software 5.6% 5.8% +0.2%
Petroleum Products 4.8% 4.9% +0.1%
Automobiles 4.1% 4.2% +0.0%
Retailing 3.7% 4.0% +0.3%
Pharmaceuticals & Biotechnology 3.7% 3.8% +0.2%
Finance 3.6% 3.4% -0.2%
Telecom - Services 3.2% 3.1% -0.2%
Chemicals & Petrochemicals 2.2% 2.4% +0.1%
Power 2.5% 2.4% -0.2%
Biggest Add
ICICI Lombard General Insurance Company Limited
+0.35% · now 0.69%
Biggest Trim
Bharti Airtel Limited
-0.18% · now 3.05%

What Changed in the Portfolio This Month?

Comparing Jul 2026 → Aug 2026

Jul 2026 Aug 2026
↑ 47 Increased ↓ 20 Decreased
#StockSectorJul 2026Aug 2026Change
1
ICICI Lombard General Insurance Company Limited
₹5.08 Cr
Insurance 0.34% 0.69% +0.35%
2
ICICI Bank Limited
₹44.23 Cr
Banks 5.75% 5.99% +0.24%
3
Divi's Laboratories Limited
₹7.85 Cr
Pharmaceuticals & Biotechnology 0.88% 1.06% +0.18%
4
Eternal Limited
₹11.33 Cr
Retailing 1.38% 1.53% +0.15%
5
State Bank of India
₹18.08 Cr
Banks 2.31% 2.45% +0.14%
6
Multi Commodity Exchange of India Limited
₹4.26 Cr
Capital Markets 0.44% 0.58% +0.14%
7
Solar Industries India Limited
₹8.90 Cr
Chemicals & Petrochemicals 1.07% 1.20% +0.13%
8
Titan Company Limited
₹11.15 Cr
Consumer Durables 1.40% 1.51% +0.11%
9
Larsen & Toubro Limited
₹13.56 Cr
Construction 1.74% 1.84% +0.10%
10
Axis Bank Limited
₹9.52 Cr
Banks 1.19% 1.29% +0.10%
#StockSectorJul 2026Aug 2026Change
1
Bharti Airtel Limited
₹22.56 Cr
Telecom - Services 3.23% 3.05% -0.18%
2
Power Finance Corporation Limited
₹5.51 Cr
Finance 0.92% 0.75% -0.17%
3
HDFC Bank Limited
₹36.85 Cr
Banks 5.12% 4.99% -0.13%
4
Torrent Power Limited
₹7.06 Cr
Power 1.08% 0.96% -0.12%
5
Bajaj Finance Limited
₹13.76 Cr
Finance 1.96% 1.86% -0.10%
6
Varun Beverages Limited
₹8.25 Cr
Beverages 1.20% 1.12% -0.08%
7
NTPC Limited
₹10.30 Cr
Power 1.44% 1.39% -0.05%
8
Lupin Limited
₹3.57 Cr
Pharmaceuticals & Biotechnology 0.52% 0.48% -0.04%
9
Blue Star Limited
₹2.48 Cr
Consumer Durables 0.38% 0.34% -0.04%
10
JK Cement Limited
₹6.97 Cr
Cement & Cement Products 0.97% 0.94% -0.03%

What Stocks Does This Fund Hold?

68 stocks — Aug 2026

# Stock Sector Cap Weight & Value
1
₹44.23 Cr
Banks
5.99%
2
₹36.85 Cr
Banks
4.99%
3
₹29.76 Cr
Petroleum Products
4.03%
4
₹22.56 Cr
Telecom - Services
3.05%
5
₹18.08 Cr
Banks
2.45%
6
₹14.60 Cr
IT - Software
1.98%
7
₹13.76 Cr
Finance
1.86%
8
₹13.56 Cr
Construction
1.84%
9
₹11.33 Cr
Retailing
1.53%
10
₹11.15 Cr
Consumer Durables
1.51%
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Disclaimer: Data sourced from individual AMC monthly portfolio disclosures, as mandated by SEBI/AMFI. While we strive for accuracy, errors in parsing or presentation may occasionally occur. This is not investment advice. Please consult a SEBI-registered investment adviser before making any investment decisions.

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