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PGIM India Long Term Equity Fund Direct Growth-1.63%

18.08%
1 Year Return
Equity
ELSS
3.0star
6M
1Y
3Y
5Y
All

Fund Details

PGIM India Long Term Equity Fund Direct Growth

RiskModerately High
Min SIP Amount₹500
Expense Ratio1.37%
NAV₹18.68 (27 Jan 2021)
Fund Started11 Dec 2015
Fund Size354 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
18.1%
7.6%
14.1%
13.8%
Category Average
14.2%
5.0%
12.9%
-
Rank Within Category
11
14
15
-
*All returns are annualized.
SIP
ONE TIME
Minimum SIP amount500
Amount Per Month₹5,000
Duration
1Y back
3Y back
5Y back
Would have become
0
with 18.1% returns per annum

Comparison

Data not available
Pros
1. Exit load is zero
2. 3Y Returns are higher than the category average returns
Cons
1. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
2. 1Y Returns are lower than the category average returns

Top Holdings

NameSectorInstrument% Assets
Infosys Ltd.TechnologyEquity7.9%
ICICI Bank Ltd.FinancialEquity7.6%
Reliance Industries Ltd.EnergyEquity5.8%
HDFC Bank Ltd.FinancialEquity5.5%
Housing Development Finance Corpn. Ltd.FinancialEquity4.7%
Larsen & Toubro Ltd.ConstructionEquity4.1%
Bharti Airtel Ltd.CommunicationEquity4.1%
Sun Pharmaceutical Inds. Ltd.HealthcareEquity3.9%
Tata Consultancy Services Ltd.TechnologyEquity3.4%
Cipla Ltd.HealthcareEquity3.4%
See All

Fund Managers

Avinash Agarwal
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PGIM India Long Term Equity Fund Direct Growth Details

PGIM India Long Term Equity Fund Direct Growth is a Equity Mutual Fund Scheme launched by PGIM India Mutual Fund. This scheme was made available to investors on 11 Dec 2015. Avinash Agarwal is the Current Fund Manager of PGIM India Long Term Equity Fund Direct Growth fund.The fund currently has an Asset Under Management(AUM) of ₹354 Cr and the Latest NAV as of 27 Jan 2021 is ₹18.68.

The PGIM India Long Term Equity Fund Direct Growth is rated Moderately High risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 500.

Investment Objective

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.

Tax Implications

Upto Rs. 1.5 lac will be tax free under 80C. Lockin of 3 years. Returns will be taxed at 10%.

Scheme Information Document(SID)

₹500
Min for First Investment
₹500
Min for Second Investment
Nil
Exit Load

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About PGIM India Mutual Fund

Address
Nirlon House, 2nd Floor, Dr. Annie Besant Road, Worli, Mumbai - 400 030
Phone
022-61593000
Launch Date
13 May 2010
Website
NA
PGIM India Mutual Fund
Asset Management Company
Custodian
Standard Chartered Bank
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
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