Formerly PGIM India Long Term Eq Reg IDCW-P
₹ 17.44
NAV (Apr 23)
Tax saving funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).
Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 years₹ 17.44
NAV (Apr 23)
Last 1Y | 24.2% |
Last 3Y | 17.3% |
Last 5Y | 15.2% |
Last 10Y | NA |
Since Inception | 13.4% |
6 Month CAGR | 13.7% |
The primary objective of the Scheme is to generate long-term capital appreciation by predominantly investing in equity & equity related instruments and to enable eligible investors to avail deduction from total income,as permitted under the Income Tax Act,1961 as amended from time to time.
Expense Ratio | 2.29 |
Launched (9y ago) | Dec 11, 2015 |
AUM in Crores | 657.752 |
ISIN | INF663L01FR6 |
Lock-in | 3 |
Benchmark | Nifty 500 TR INR |
SIP Minimum | 500 |
Lumpsum Min. | 500 |
Standard Deviation (3yr) | 11.6 |
Standard Deviation (5yr) | 18.1 |
Beta (3yr) | 0.83 |
Beta (5yr) | 0.93 |
Sharpe Ratio (3yr) | 0.904 |
Sharpe Ratio (5yr) | 0.56 |
YTM | 0 |
of
for
with step up of
Asset | Returns | Total Corpus | Gains | CAGR |
---|---|---|---|---|
PGIM India ELSS Tax Saver Fund RegularPayout (Dividend Payout - Quarterly) | 10,70,098 | 3,37,486 | 15.2% | |
EPF | 9,00,761 | 1,68,149 | 8.50% | |
Property | 8,67,662 | 1,35,050 | 7.00% | |
PPF | 8,69,819 | 1,37,207 | 7.10% | |
Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
Gold | 8,46,471 | 1,13,859 | 6.00% | |
Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
hdfc bank ltd
6.8%icici bank ltd
6.1%reliance industries ltd
5.6%clearing corporation of india ltd.
5.3%axis bank ltd
3.5%financial services
27.6%industrials
13.4%consumer cyclical
12%technology
9.1%healthcare
8.6%Fund Name | Fund Size | Outperformance Consistency |
---|---|---|
₹ 17,313 cr | ||
₹ 14,075 cr | ||
₹ 21,475 cr | ||
₹ 53,505 cr | ||
₹ 41,281 cr |
PGIM India Asset Management Private Limited
Fund Name | Scripbox Opinion | Till Date CAGR | |
---|---|---|---|
2.1% | 9.9% | ||
6.3% | 7.7% | ||
6.3% | 7.7% | ||
5.5% | 7.1% | ||
15.8% | 13.5% |
PGIM India ELSS Tax Saver Fund RegularPayout (D-Q) is a Tax Saving Equity fund and has delivered an annualised return of 13.4% over a period of 8 years. The fund was previously known as PGIM India Long Term Eq Reg IDCW-P. The fund is managed by PGIM India Asset Management Private Limited. The fund managers are Anandha Padmanabhan Anjeneyan, Bhupesh Kalyani, Ojasvi Khicha, Utsav Mehta, Vinay Paharia, Vivek Sharma.
Nav of PGIM India ELSS Tax Saver Fund RegularPayout (D-Q) as of 4/23/2024 is ₹17.44 with the total AUM as of 4/24/2024 is ₹657.752. With Scripbox you can compare and check the latest nav for all mutual funds in India. PGIM India ELSS Tax Saver Fund RegularPayout (D-Q) was launched on Dec 11, 2015. The category risk of the fund is Very High Risk.
The minimum SIP amount for PGIM India ELSS Tax Saver Fund RegularPayout (D-Q) is ₹500 and you can increase this in multiples of ₹500. In case you want to invest a lump sum, the minimum amount to be invested is ₹500. Check your estimated returns on mutual funds by using sip calculator.
PGIM India ELSS Tax Saver Fund RegularPayout (D-Q) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to Nifty 500 TR INR.
PGIM India ELSS Tax Saver Fund RegularPayout (D-Q) is rated as a 3 fund in Equity and delivered 24.2% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with PGIM India ELSS Tax Saver Fund RegularPayout (D-Q).
What is PGIM India ELSS Tax Saver Fund RegularPayout (D-Q)?
How to invest in PGIM India ELSS Tax Saver Fund RegularPayout (D-Q)?
You can invest in PGIM India ELSS Tax Saver Fund RegularPayout (D-Q) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of PGIM India ELSS Tax Saver Fund RegularPayout (D-Q)?
The minimum sip amount for PGIM India ELSS Tax Saver Fund RegularPayout (D-Q) is ₹500. You can invest in multiples of ₹500.
Is PGIM India ELSS Tax Saver Fund RegularPayout (D-Q) good to invest in?
As per Scripbox experts, PGIM India ELSS Tax Saver Fund RegularPayout (D-Q) is a Neutral fund. You can investPGIM India ELSS Tax Saver Fund RegularPayout (D-Q) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the PGIM India ELSS Tax Saver Fund RegularPayout (D-Q)?
The expense ratio of the PGIM India ELSS Tax Saver Fund RegularPayout (D-Q) is 2.29% for regular plan.