- Mutual Funds
- PGIM India Mutual Fund
- PGIM India ELSS Tax Saver Fund (G)
PGIM India ELSS Tax Saver Fund (G)
₹ 33.96
NAV (Oct 21)
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
₹ 33.96
NAV (Oct 21)
Fund Returns
Last 1Y | 25.6% |
Last 3Y | 12.7% |
Last 5Y | 18.9% |
Last 10Y | NA |
Since Inception | 14.9% |
6 Month CAGR | 14.1% |
Scheme Information
The scheme seeks 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 | 2.26% |
Launched 8Y ago | 2015-12-11 |
AUM in Crores | 798.8 |
ISIN | INF663L01FQ8 |
Lock-in (days) | 1095 |
Benchmark | NIFTY 500 Total Return Index |
SIP Minimum | 500 |
Lumpsum Min. | 500 |
Standard Deviation (3yr) | - |
Standard Deviation | 11.8 |
Beta | 0.8 |
Sharpe Ratio | 0.9 |
YTM | - |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| PGIM India ELSS Tax Saver Fund (G) | 11,79,926 | 4,47,314 | 18.9% | |
| 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.
6.61%ICICI Bank Ltd.
5.83%Reliance Industries Ltd.
4.94%Axis Bank Ltd.
4.08%Others
3.75%Allocation by Sector
Financial
23.49%Services
9.16%Technology
8.96%Capital Goods
8.39%Healthcare
7.48%Comparison with Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 26,417 cr | ||
₹ 66,206 cr | ||
₹ 24,508 cr | ||
₹ 51,197 cr | ||
₹ 17,770 cr |
About the AMC
PGIM India Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
3.2% | 10.7% | ||
13% | 18.7% | ||
9% | 14.2% | ||
5.6% | 7.7% | ||
12.7% | 14.9% |
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 14.91% over 8 years. The fund has grown over a period of 8 years. The fund is managed by PGIM India Mutual Fund. The fund managers are Anandha Padmanabhan Anjeneyan, Bhupesh Kalyani, Utsav Mehta, Vinay Paharia, Vivek Sharma.
Nav of PGIM India ELSS Tax Saver Fund (G) as of 10/21/2024 is ₹33.96 with the total AUM as of 10/22/2024 is ₹798.77. 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 2015-12-11. The category risk of the fund is Average.
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 Total Return Index.
Scripbox has rated it 3 stars, indicating it's a neutral fund in the Equity category and delivered 25.55% 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?
According to Scripbox opinion, it is a 3-star fund. You can invest in this fund if its investment objective and risk level align with your 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 2.26% for regular plan.
What is the NAV of PGIM India ELSS Tax Saver Fund (G)?
Today's PGIM India ELSS Tax Saver Fund (G) NAV is ₹33.96.