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- PGIM India ELSS Tax Saver Fund (Growth)
Formerly PGIM India Long Term Eq Reg Gr
PGIM India ELSS Tax Saver Fund (Growth)
₹ 30.03
NAV (Apr 18)
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).
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 30.03
NAV (Apr 18)
Fund Returns
Last 1Y | 22.8% |
Last 3Y | 17% |
Last 5Y | 15.8% |
Last 10Y | NA |
Since Inception | 14.1% |
6 Month CAGR | 10.1% |
Scheme Information
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 | INF663L01FQ8 |
Lock-in | 3 |
Benchmark | Nifty 500 TR INR |
SIP Minimum | 500 |
Lumpsum Min. | 500 |
Standard Deviation (3yr) | 11.7 |
Standard Deviation (5yr) | 18 |
Beta (3yr) | 0.83 |
Beta (5yr) | 0.93 |
Sharpe Ratio (3yr) | 0.96 |
Sharpe Ratio (5yr) | 0.625 |
YTM | 0 |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| PGIM India ELSS Tax Saver Fund (Growth) | 10,87,168 | 3,54,556 | 15.8% | |
| 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.
Asset allocation and Holdings
Top Stock Holdings
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%Allocation by Sector
financial services
27.6%industrials
13.4%consumer cyclical
12%technology
9.1%healthcare
8.6%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 17,313 cr | ||
₹ 14,075 cr | ||
₹ 21,475 cr | ||
₹ 41,281 cr | ||
₹ 60,559 cr |
About the AMC
PGIM India Asset Management Private Limited
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
2.2% | 10.1% | ||
6.3% | 7.7% | ||
6.3% | 7.7% | ||
5.5% | 7.1% | ||
- | 3.4% |
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 14.1% 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 managers are Anandha Padmanabhan Anjeneyan, Bhupesh Kalyani, Ojasvi Khicha, Utsav Mehta, Vinay Paharia, Vivek Sharma.
Nav of PGIM India ELSS Tax Saver Fund (G) as of 4/18/2024 is ₹30.03 with the total AUM as of 4/19/2024 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 (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 22.8% 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)?
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.