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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
Top Ranked

27.33

NAV (Oct 03)

14.7%
5 Year CAGR
Scripbox Opinion
Top Ranked
These are the top-ranked funds within tax saving mutual funds.Save tax combined with inflation beating long term growth
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

Category Leader

The fund has been a Category Leader on the Outperformance Consistency metric

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

27.33

NAV (Oct 3)

Fund Returns

Last 1Y
18%
Last 3Y
25.2%
Last 5Y
14.7%
Last 10Y
NA
Since Inception
13.8%
6 Month CAGR
15.1%

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
2.33
Launched (8y ago)
Dec 11, 2015
AUM in Crores
560.066
ISIN
INF663L01FQ8
Lock-in
3
Benchmark
IISL Nifty 500 TR INR
SIP Minimum
500
Lumpsum Min.
500
Standard Deviation (3yr)
13.4
Standard Deviation (5yr)
18.2
Beta (3yr)
0.89
Beta (5yr)
0.94
Sharpe Ratio (3yr)
1.408
Sharpe Ratio (5yr)
0.573
YTM
0
Fund Managers

Bhupesh Kalyani

Fund Manager

Ojasvi Khicha

Fund Manager

Puneet Pal

Fund Manager

Vinay Paharia

Fund Manager

Anandha Padmanabhan Anjeneyan

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
PGIM India ELSS Tax Saver Fund (Growth)70%10,56,131 3,23,51914.7%
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 2023-10-03

Top Stock Holdings

See all holdings

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
DSP Tax Saver Fund (G)
DSP Tax Saver Fund (G)

₹ 11,862 cr

₹ 11,197 cr

₹ 17,630 cr

₹ 10,089 cr

₹ 9,392 cr

About the AMC

PGIM India Asset Management Private Limited

PGIM India Asset Management Private Limited manages assets worth 24,775 crores and was set up on 24 September 2008. It's current offering of mutual fund schemes includes 15 equity,146 debt and 24 hybrid funds.amc-img
022-61593000
care@pgimindia.co.in
Fund NameScripbox Opinion
Till Date CAGR

29.1%

17.4%

28.5%

16.7%

28.5%

16.7%

0.9%

8.7%

21.9%

12.7%

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 13.8% over a period of 7 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 managers are Anandha Padmanabhan Anjeneyan, Bhupesh Kalyani, Ojasvi Khicha, Puneet Pal, Vinay Paharia.

Nav of PGIM India ELSS Tax Saver Fund (G) as of 10/3/2023 is ₹27.33 with the total AUM as of 10/4/2023 is ₹560.066. 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 IISL Nifty 500 TR INR.

PGIM India ELSS Tax Saver Fund (G) is rated as a 4 fund in Equity and delivered 18% 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 Top Ranked 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 2.33% for regular plan.