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  • PGIM India Long Term Equity Fund RegularPayout Inc Dist cum Cap Wdrl (Dividend Payout - Quarterly)

Formerly PGIM India Long Term Eq Reg DP

PGIM India Long Term Equity Fund RegularPayout Inc Dist cum Cap Wdrl (Dividend Payout - Quarterly)

PGIM India Long Term Equity Fund RegularPayout Inc Dist cum Cap Wdrl (Dividend Payout - Quarterly)

EquityTax Saving

Top Ranked

15.68

NAV (Jul 28)

12.8%
5 Year CAGR
Scripbox Opinion

Top Ranked

PGIM India Long Term Equity Fund RegularPayout Inc Dist cum Cap Wdrl (Dividend Payout - Quarterly) is a good choice within tax saving mutual funds.

Scripbox recommends other funds for investment in tax saving.

Click here to see our recommendations.

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).

Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

Our analysis of this fundLearn how we rate funds ->

Track Record

6 Years. The fund has Relatively moderate history for analysis. We recommend funds with longer history.

Relative Size

361 Cr. Medium within the category

Category View

Positive. The category has a positive investment outlook

Consistency Of Performance

Good. The historical performance of the fund has been good

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Tax Saver Plan

Tax Saver Plan

Invest in a scientifically curated set of tax saving funds (ELSS) which are designed to help you save tax under Sec. 80C while offering the opportunity for growth in line with equity returns.

  • graph-icon-gray
    Historical growth rate of 12% per annum
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    Recommended Duration > 5 years
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    3 Years
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    Save Tax

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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.

Low

Low to Moderate

Moderate

Moderately High

High

Very High

risk-indicator-arrow.svg

Very High Risk

Expense Ratio
2.49 %
Launched (6y ago)
Dec 11, 2015
AUM in Crores
₹ 361
ISIN
INF663L01FR6
Lock-in
3
Benchmark
S&P BSE 200 India TR INR
SIP Minimum
₹ 500
Lumpsum Min.
₹ 500
Fund Managers
user-avatar

Srinivas Ravuri

Fund Manager

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Utkarsh Katkoria

Fund Manager

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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.

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Tax Saver Plan

Invest in a scientifically curated set of tax saving funds (ELSS) which are designed to help you save tax under Sec. 80C while offering the opportunity for growth in line with equity returns.

  • Inflation beating returns
    Inflation beating returns
  • Save Tax
    Save Tax
  • One click investing  tracking
    One click investing tracking
comparison

Comparison with Equity Funds

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17 Years

Age

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Aditya Birla Sun Life Focused Equity Fund (G)

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Top Ranked

16 Years

Age

5

Track Record

UTI Nifty Index Fund (G)

UTI Nifty Index Fund (G)

Index Funds

Recommended

Top Ranked

21 Years

Age

5

Track Record

HDFC Index Nifty 50 fund (G)

HDFC Index Nifty 50 fund (G)

Index Funds

Recommended

Top Ranked

19 Years

Age

5

Track Record

Kotak Bluechip fund (G)

Kotak Bluechip fund (G)

Large Cap

Recommended

Top Ranked

23 Years

Age

5

Track Record

amc-icon

About the AMC

PGIM India Asset Management Private Limited

PGIM India Asset Management Private Limited manages assets worth 10,799 crores and was set up on 24 September 2008. It's current offering of mutual fund schemes includes 15 equity,133 debt and 30 hybrid funds.

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  • tel-amc-about
    022-61593000
  • mail-amc-about
    care@pgimindia.co.in
  • PGIM India Insta Cash Fund (G)

    PGIM India Insta Cash Fund (G)

    Liquid

    Top Ranked

    ₹ 645 Cr

    Fund Size

    5.30%

    3 Year CAGR

    3 Y CAGR

    PGIM India Global Equity Opportunities Fund (G)

    PGIM India Global Equity Opportunities Fund (G)

    International - Others

    Top Ranked

    ₹ 1,269 Cr

    Fund Size

    21.60%

    5 Year CAGR

    5 Y CAGR

    PGIM India Flexi Cap Fund (G)

    PGIM India Flexi Cap Fund (G)

    Diversified

    Top Ranked

    ₹ 1,370 Cr

    Fund Size

    18.10%

    5 Year CAGR

    5 Y CAGR

    PGIM India Insta Cash Fund Unclaimed Redemption Plan Below 3 years (G)

    PGIM India Insta Cash Fund Unclaimed Redemption Plan Below 3 years (G)

    Liquid

    Top Ranked

    ₹ 645 Cr

    Fund Size

    3.50%

    Till Date CAGR

    Till Date CAGR

    PGIM India Premier Bond Fund Premium Plus Plan (G)

    PGIM India Premier Bond Fund Premium Plus Plan (G)

    Corporate Bond

    Top Ranked

    ₹ 81 Cr

    Fund Size

    8.30%

    3 Year CAGR

    3 Y CAGR

    growth

    Tax Saver Plan

    Invest in a scientifically curated set of tax saving funds (ELSS) which are designed to help you save tax under Sec. 80C while offering the opportunity for growth in line with equity returns.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration > 5 years
    • graph-icon-gray
      3 Years
    • graph-icon-gray
      Save Tax
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Mirae Asset Tax Saver Fund (Growth)

    Mirae Asset Tax Saver Fund (Growth)

    Equity

    Tax Saving

    Canara Robeco Equity Taxsaver fund (Growth)

    Canara Robeco Equity Taxsaver fund (Growth)

    Equity

    Tax Saving

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    3,600+

    AUM

    2,500+

    Cities

    2012

    Established

    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual funds

    We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

    What Scripbox recommendations mean?
    Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Sub-asset Class View

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

    About PGIM India Long Term Equity Fund RegularPayout Inc Dist cum Cap Wdrl (D-Q)

    About PGIM India Long Term Equity Fund RegularPayout Inc Dist cum Cap Wdrl (D-Q)

    PGIM India Long Term Equity Fund RegularPayout Inc Dist cum Cap Wdrl (D-Q) is a tax saving equity fund and has delivered an annualised return of 13.4% over a period of 6 years .The fund was previously known as PGIM India Long Term Eq Reg DP.The fund is managed by PGIM India Asset Management Private Limited.The fund managers are Srinivas Ravuri, Utkarsh Katkoria

    PGIM India Long Term Equity Fund RegularPayout Inc Dist cum Cap Wdrl (D-Q) 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. However, there is no assurance that the objective of the scheme will be realized.

    PGIM India Long Term Equity Fund RegularPayout Inc Dist cum Cap Wdrl (D-Q) NAV,AUM,Risk

    The PGIM India Long Term Equity Fund RegularPayout Inc Dist cum Cap Wdrl (D-Q) fund was launched on Dec 11, 2015. The NAV (Net Asset Value) of this tax saving equity as of 2021-07-28 is ₹ 15.68. The total AUM (Asset Under Management) of the fund as of 2021-07-29 is ₹ 360.359. The category risk of the PGIM India Long Term Equity Fund RegularPayout Inc Dist cum Cap Wdrl (D-Q) fund is Very High Risk. The fund charges 2.49 % as expense ratio.

    PGIM India Long Term Equity Fund RegularPayout Inc Dist cum Cap Wdrl (D-Q) Holdings

    The fund’s highest allocation is towards equity and has invested 96.6% in this asset class. The top three holdings of the fund are infosys ltd,icici bank ltd and reliance industries ltd shs dematerialised

    PGIM India Long Term Equity Fund RegularPayout Inc Dist cum Cap Wdrl (D-Q) SIP

    The minimum SIP (Systematic Investment Plan) amount for this 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.

    PGIM India Long Term Equity Fund RegularPayout Inc Dist cum Cap Wdrl (D-Q) Investment volatility and Horizon

    This fund 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 S&P BSE 200 India TR INR

    PGIM India Long Term Equity Fund RegularPayout Inc Dist cum Cap Wdrl (D-Q) Review

    PGIM India Long Term Equity Fund RegularPayout Inc Dist cum Cap Wdrl (D-Q) has a score of 4 on a scale of 5. The fund scores 3 out of 5 based on historical performance. As compared to the other funds in its category, PGIM India Long Term Equity Fund RegularPayout Inc Dist cum Cap Wdrl (D-Q) has a score of 3 out of 5. Scipbox has rated this fund 4 out of 5 based on consistency of performance over various years / tenures.

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