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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

25.44

NAV (Nov 30)

12.4%
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

Good

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

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

25.44

NAV (Nov 30)

Fund Returns

Last 1Y

10.7%

Last 3Y

19.9%

Last 5Y

12.4%

Last 10Y

NA

Since Inception

14.2%

6 Month CAGR

14.2%

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

2.52

Launched (7y ago)

Dec 11, 2015

AUM in Crores

437.125

ISIN

INF663L01FQ8

Lock-in

3

Benchmark

IISL Nifty 500 TR INR

SIP Minimum

500

Lumpsum Min.

500

Standard Deviation (3yr)

21.9

Standard Deviation (5yr)

18.8

Beta (3yr)

0.95

Beta (5yr)

0.94

Sharpe Ratio (3yr)

0.707

Sharpe Ratio (5yr)

0.454

YTM

0

Fund Managers

Srinivas Ravuri

Fund Manager

Utkarsh Katkoria

Fund Manager

Puneet Pal

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 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 2022-11-30

Top Stock Holdings

icici bank ltd

7.7%
7.7%

clearing corporation of india ltd.

7.1%
7.1%

reliance industries ltd

5.8%
5.8%

infosys ltd

5.7%
5.7%

hdfc bank ltd

5.3%
5.3%
See all holdings

Allocation by Sector

financial services

33.2%
33.2%

healthcare

9.6%
9.6%

technology

9.1%
9.1%

industrials

8.5%
8.5%

energy

6.7%
6.7%
See all sectors

Compare PGIM India ELSS Tax Saver Fund (Growth)

Fund NameFund SizeOutperformance Consistency
Nippon India Value Fund (G)
Nippon India Value Fund (G)

₹ 4,865 cr

₹ 10,427 cr

₹ 15,580 cr

₹ 10,427 cr

₹ 15,580 cr

About the AMC

PGIM India Asset Management Private Limited

PGIM India Asset Management Private Limited manages assets worth 22,433 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

    8.2%

    7.8%

    23.8%

    13.2%

    35.8%

    18.2%

    22%

    12.3%

    7.3%

    7.6%

    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 14.2% over a period of 6 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 Puneet Pal, Srinivas Ravuri, Utkarsh Katkoria.

    Nav of PGIM India ELSS Tax Saver Fund (G) as of 11/30/2022 is ₹25.44 with the total AUM as of 12/1/2022 is ₹437.125. 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 3 fund in Equity and delivered 10.7% 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 stocks 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 2.52% for regular plan.