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  • PGIM India ELSS Tax Saver Fund (Growth)

Formerly PGIM India Long Term Eq Reg Gr

PGIM Mutual Funds

PGIM India ELSS Tax Saver Fund (Growth)

EquityTax Saving

33.43

NAV (Jul 19)

18%
5 Year CAGR
Scripbox Opinion
Neutral
Click here for top ranked funds in tax saving mutual funds.

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).

Our analysis of this fundLearn how we rate funds ->

Fund Size

Neutral

The performance of the fund on a Fund Size metric has been Neutral

Outperformance Consistency

Satisfactory

The performance of the fund on a Outperformance Consistency metric has been Satisfactory

Scripbox Recommended Tax Saving Fund
Save tax combined with inflation beating long term growth. Invest in Scripbox Recommended Tax Saver Funds to unlock the best of both worlds - tax saving and long term wealth creation.?Learn more

Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

33.43

NAV (Jul 19)

Fund Returns

Last 1Y
21.8%
Last 3Y
16.3%
Last 5Y
18.7%
Last 10Y
NA
Since Inception
15%
6 Month CAGR
13.7%

Scheme Information

Investment Objective

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
679.679
ISIN
INF663L01FQ8
Lock-in
3
Benchmark
Nifty 500 TR INR
SIP Minimum
500
Lumpsum Min.
500
Standard Deviation (3yr)
11.8
Standard Deviation (5yr)
18.3
Beta (3yr)
0.84
Beta (5yr)
0.94
Sharpe Ratio (3yr)
0.903
Sharpe Ratio (5yr)
0.713
YTM
0
Fund Managers

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
PGIM India ELSS Tax Saver Fund (Growth)70%11,52,756 4,20,14418%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

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.

Asset allocation and Holdings

Last updated on 2024-07-19

Top Stock Holdings

See all holdings

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
Mirae Asset ELSS Tax Saver Fund (G)
Mirae Asset ELSS Tax Saver Fund (G)

₹ 22,620 cr

₹ 15,161 cr

₹ 19,454 cr

₹ 42,669 cr

₹ 66,383 cr

amc-img

About the AMC

PGIM India Asset Management Private Limited

PGIM India Asset Management Private Limited manages assets worth 25,016 crores and was set up on 24 September 2008. It's current offering of mutual fund schemes includes 18 equity,154 debt and 24 hybrid funds.amc-img
phone-img022-61593000
Fund NameScripbox Opinion
Till Date CAGR

4.7%

10.7%

6.3%

7.7%

6.3%

7.7%

13.6%

14.2%

5.7%

7.1%

PGIM India ELSS Tax Saver Fund (G) Review

PGIM India ELSS Tax Saver Fund (G) is a Tax Saving Equity fund and has delivered an annualised return of 15.3% over a period of 8 years. The fund was previously known as PGIM India Long Term Eq Reg Gr. The fund is managed by PGIM India Asset Management Private Limited. The fund manager’s name is null.

Nav of PGIM India ELSS Tax Saver Fund (G) as of 7/19/2024 is ₹33.43 with the total AUM as of 7/22/2024 is ₹679.679. With Scripbox you can compare and check the latest nav for all mutual funds in India. PGIM India ELSS Tax Saver Fund (G) 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 (G) 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 (G) 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 (G) is rated as a 3 fund in Equity and delivered 25.8% 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 (G).

Frequently Asked Questions

What is PGIM India ELSS Tax Saver Fund (G)?

PGIM India ELSS Tax Saver Fund (G) is a Tax Saving Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

How to invest in PGIM India ELSS Tax Saver Fund (G)?

You can invest in PGIM India ELSS Tax Saver Fund (G) 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 (G)?

The minimum sip amount for PGIM India ELSS Tax Saver Fund (G) is ₹500. You can invest in multiples of ₹500.

Is PGIM India ELSS Tax Saver Fund (G) good to invest in?

As per Scripbox experts, PGIM India ELSS Tax Saver Fund (G) is a Neutral fund. You can investPGIM India ELSS Tax Saver Fund (G) 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 (G)?

The expense ratio of the PGIM India ELSS Tax Saver Fund (G) is 2.29% for regular plan.