Name: PGIM India Long Term Equity Fund Regular Growth
Brand: PGIM India Mutual Fund

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PGIM India Long Term Equity Fund Regular Growth
Equity
ELSS
Very High Risk
3Y Lock Inlock
22.09%
3Y annualised
-0.92% 1D
1M
6M
1Y
3Y
5Y
All
 NAV: 20 Oct 2021₹23.63
Min. SIP amountNA
Rating3star
Fund size₹350.70 Cr
Understand termsAnnualised returnsAverage of the yearly returns of a mutual fund over a given period.
Absolute returnsThe total return of a mutual fund over a given period.
Returns and rankingsCategory: Equity ELSS
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns64.0%22.1%15.5%15.8%
Category average54.9%14.2%14.3%NA
Rank with in category131612NA
Understand termsinfo
Holdings (33)NameSectorInstrumentAssets
ICICI Bank Ltd.
FinancialEquity7.9%
Infosys Ltd.
TechnologyEquity7.0%
HDFC Bank Ltd.
FinancialEquity5.6%
Larsen & Toubro Ltd.
ConstructionEquity5.5%
Bharti Airtel Ltd.
CommunicationEquity5.3%
Reliance Industries Ltd.
EnergyEquity4.9%
State Bank of India
FinancialEquity4.7%
HCL Technologies Ltd.
TechnologyEquity3.9%
Sun Pharmaceutical Industries Ltd.
HealthcareEquity3.3%
Cipla Ltd.
HealthcareEquity3.2%
See All
Understand termsExpense ratioA fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company’s fund assets used for administrative, management, advertising, and other expenses.
TaxA percentage of your capital gains payable to the government upon exiting your mutual fund investments. Taxation is categorized as long-term capital gains (LTCG) and short-term capital gains (STCG) depending on your holding period and the type of fund.
Exit loadA fee payable to a mutual fund house for exiting a fund (fully or partially) before the completion of a specified period from the date of investment.
Stamp dutyA form of tax payable for the purchase or sale of an asset or security. 
Past expense ratio & exit load
Expense ratio
Exit load
30 Sep 2021 - Present
2.48%
31 Aug 2021 - 30 Sep 2021
2.50%
31 Jul 2021 - 31 Aug 2021
2.49%
30 Jun 2021 - 31 Jul 2021
2.49%
31 May 2021 - 30 Jun 2021
2.49%
30 Apr 2021 - 31 May 2021
2.50%
31 Mar 2021 - 30 Apr 2021
2.46%
28 Feb 2021 - 31 Mar 2021
2.48%
31 Jan 2021 - 28 Feb 2021
2.48%
31 Dec 2020 - 31 Jan 2021
2.48%
30 Nov 2020 - 31 Dec 2020
2.48%
31 Oct 2020 - 30 Nov 2020
2.48%
30 Sep 2020 - 31 Oct 2020
2.43%
31 Aug 2020 - 30 Sep 2020
2.48%
31 Jul 2020 - 31 Aug 2020
2.47%
30 Jun 2020 - 31 Jul 2020
2.50%
31 May 2020 - 30 Jun 2020
2.50%
30 Apr 2020 - 31 May 2020
2.37%
31 Mar 2020 - 30 Apr 2020
2.37%
29 Feb 2020 - 31 Mar 2020
2.37%
31 Jan 2020 - 29 Feb 2020
2.40%
31 Dec 2019 - 31 Jan 2020
2.40%
30 Nov 2019 - 31 Dec 2019
2.40%
31 Oct 2019 - 30 Nov 2019
2.40%
30 Sep 2019 - 31 Oct 2019
2.41%
31 Aug 2019 - 30 Sep 2019
2.36%
31 Jul 2019 - 31 Aug 2019
2.36%
30 Jun 2019 - 31 Jul 2019
2.35%
31 May 2019 - 30 Jun 2019
2.35%
30 Apr 2019 - 31 May 2019
2.63%
31 Mar 2019 - 30 Apr 2019
2.68%
28 Feb 2019 - 31 Mar 2019
2.69%
31 Jan 2019 - 28 Feb 2019
2.69%
31 Dec 2018 - 31 Jan 2019
2.68%
30 Nov 2018 - 31 Dec 2018
2.67%
31 Oct 2018 - 30 Nov 2018
2.67%
30 Sep 2018 - 31 Oct 2018
2.90%
31 Aug 2018 - 30 Sep 2018
3.04%
31 Jul 2018 - 31 Aug 2018
3.04%
30 Jun 2018 - 31 Jul 2018
3.05%
31 May 2018 - 30 Jun 2018
2.34%
30 Apr 2018 - 31 May 2018
2.35%
31 Mar 2018 - 30 Apr 2018
2.36%
28 Feb 2018 - 31 Mar 2018
2.37%
31 Jan 2018 - 28 Feb 2018
2.37%
31 Dec 2017 - 31 Jan 2018
2.38%
30 Nov 2017 - 31 Dec 2017
2.39%
31 Oct 2017 - 30 Nov 2017
2.40%
Expense ratio, exit load and taxExpense ratio: 2.48%Inclusive of GST
Exit loadNil
Stamp duty0.005% (from July 1st, 2020)
Tax implicationUpto Rs. 1.5 lac will be tax free under 80C. Lockin of 3 years. Returns will be taxed at 10%.
Understand termsinfo
Check past data
Minimum investment amountsMin. for 1st investmentNA
Min. for 2nd investment onwardsNA
Min. for SIPNA
Fund managementSrinivas Rao Ravuri
Sep 2019 - Present
View details
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Education
Mr. Ravuri is a B.Com (H)and MBA (Finance).
Experience
Prior to joining PGIM India Mutual Fund he has worked with HDFC Asset Management Company Ltd. as a Senior Fund Manager - Equities, Senior Analyst at Motilal Oswal Securities Ltd., AVP – Equity Research at Edelweiss Capital Ltd., Investment Analyst at Securities Capital Investments (I) Ltd..
Also manages these schemes
HDFC Infrastructure Fund Growth
HDFC Infrastructure Fund IDCW
HDFC Infrastructure Direct Plan IDCW
HDFC Infrastructure Direct Plan Growth
PGIM India Long Term Equity Fund Regular Growth
PGIM India Long Term Equity Fund Regular IDCW
PGIM India Long Term Equity Fund Direct IDCW
PGIM India Long Term Equity Fund Direct Growth
HDFC Equity Opportunities Fund II 1126D May 2017 (1) Direct IDCW
HDFC Equity Opportunities Fund II 1126D May 2017 (1) Regular Growth
HDFC Equity Opportunities Fund II 1126D May 2017 (1) Direct Growth
HDFC Equity Opportunities Fund II 1126D May 2017 (1) Regular IDCW
HDFC Equity Opportunities Fund II 1100D June 2017 (1) Direct IDCW
HDFC Equity Opportunities Fund II 1100D June 2017 (1) Regular IDCW
HDFC Equity Opportunities Fund II 1100D June 2017 (1) Direct Growth
HDFC Equity Opportunities Fund II 1100D June 2017 (1) Regular Growth
HDFC Housing Opportunities Fund Direct IDCW
HDFC Housing Opportunities Fund Regular IDCW
HDFC Housing Opportunities Fund Regular Growth
HDFC Housing Opportunities Fund Direct Growth
Avinash Agarwal
Jul 2017 - Present
View details
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Education
He has pursued B.Com (H) and PGDM from IIM-L.
Experience
Prior to joining PGIM India Mutual Fund he was associated with Sundaram Mutual Fund (Feb 2008-Jul 2016) as Assistant Fund Manager - Equities, Irevna Research (Aug 2006-Jan 2008) as a Manager in Investment Research and Aranca as a Research Analyst.
Also manages these schemes
PGIM India Long Term Equity Fund Regular Growth
PGIM India Long Term Equity Fund Regular IDCW
PGIM India Long Term Equity Fund Direct IDCW
PGIM India Long Term Equity Fund Direct Growth
DHFL Pramerica Tax Plan Growth
DHFL Pramerica Tax Plan IDCW
DHFL Pramerica Tax Plan Direct Growth
Utkarsh Katkoria
Jun 2021 - Present
View details
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Education
Mr. Katkoria is a Bachelor in Finance and an MBA.
Experience
Prior to joining PGIM India Mutual Fund he was associated with DWS Mutual Fund, Reliance Industries Limited and JM Financials Limited.
Also manages these schemes
PGIM India Long Term Equity Fund Regular Growth
PGIM India Long Term Equity Fund Regular IDCW
PGIM India Long Term Equity Fund Direct IDCW
PGIM India Long Term Equity Fund Direct Growth
PGIM India Arbitrage Fund Direct Growth
PGIM India Arbitrage Fund Regular Growth
PGIM India Arbitrage Fund Direct IDCW
PGIM India Arbitrage Fund Direct IDCW Monthly
PGIM India Arbitrage Fund Direct IDCW Quarterly
PGIM India Arbitrage Fund Direct IDCW Yearly
PGIM India Arbitrage Fund Regular IDCW Monthly
PGIM India Arbitrage Fund Regular IDCW Quarterly
PGIM India Arbitrage Fund Regular IDCW Yearly
PGIM India Arbitrage Fund Regular IDCW
Fund house & investment objective
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PGIM India Mutual Fund
Rank (total assets)#26 in India
Total AUM6,924.71 Cr
Date of Incorporation13 May 2010
PGIM India Long Term Equity Fund Regular Growth is a Equity Mutual Fund Scheme launched by PGIM India Mutual Fund. This scheme was made available to i
PGIM India Long Term Equity Fund Regular Growth is a Equity Mutual Fund Scheme launched by PGIM India Mutual Fund. This scheme was made available to investors on 13 May 2010. Avinash Agarwal is the Current Fund Manager of PGIM India Long Term Equity Fund Regular Growth fund. The fund currently has an Asset Under Management(AUM) of ₹6,925 Cr and the Latest NAV as of 20 Oct 2021 is ₹23.63.
The PGIM India Long Term Equity Fund Regular Growth is rated Very High risk. Minimum SIP Investment is set to 500. ...Read more
Investment Objective
The scheme seeks to generate long-term capital appreciation by predominantly investing in equity & equity related instruments and to enable eligible i
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.
...Read more
Fund benchmarkS&P BSE 200 TRI
descriptionScheme Information Document(SID)
Fund house contact details
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Address
Nirlon House, 2nd Floor, Dr. Annie Besant Road, Worli, Mumbai - 400 030
Phone
022-61593000
Launch Date
13 May 2010
E-mail
[email protected]
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,
Email
[email protected]
Website
www.karvymfs.com
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	1Y	3Y	5Y	All
Fund returns	64.0%	22.1%	15.5%	15.8%
Category average	54.9%	14.2%	14.3%	NA
Rank with in category	13	16	12	NA

Name	Sector	Instrument	Assets
ICICI Bank Ltd.	Financial	Equity	7.9%
Infosys Ltd.	Technology	Equity	7.0%
HDFC Bank Ltd.	Financial	Equity	5.6%
Larsen & Toubro Ltd.	Construction	Equity	5.5%
Bharti Airtel Ltd.	Communication	Equity	5.3%
Reliance Industries Ltd.	Energy	Equity	4.9%
State Bank of India	Financial	Equity	4.7%
HCL Technologies Ltd.	Technology	Equity	3.9%
Sun Pharmaceutical Industries Ltd.	Healthcare	Equity	3.3%
Cipla Ltd.	Healthcare	Equity	3.2%

Rating	3
Fund size	₹350.70 Cr

Rank (total assets)	#26 in India
Total AUM	6,924.71 Cr