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PGIM India Long Term Equity Fund Regular Growth+0.50%

21.26%
1 Year Return
Equity
ELSS
3.0star
6M
1Y
3Y
5Y
All

Fund Details

PGIM India Long Term Equity Fund Regular Growth

RiskModerately High
Min SIP Amount₹500
Expense Ratio2.48%
NAV₹18.14 (20 Jan 2021)
Fund Started11 Dec 2015
Fund Size354 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
21.3%
7.5%
13.8%
12.3%
Category Average
19.4%
6.5%
14.3%
-
Rank Within Category
11
14
19
-
*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 21.3% returns per annum

Comparison

Data not available
Pros
1. Risk is lower compared to the benchmark
2. Exit load is zero
Cons
1. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
2. Risk-adjusted returns are lower compared to the category
3. Higher expense ratio
4. 1Y Returns are lower than the benchmark
5. 3Y Returns are lower than the benchmark
6. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
7. Risk-adjusted returns are lower compared to the category
8. Higher expense ratio - 2.48%
9. 1Y Returns are lower than the category average returns
10. 3Y Returns are lower than the category average returns

Top Holdings

NameSectorInstrument% Assets
Infosys Ltd.TechnologyEquity7.3%
ICICI Bank Ltd.FinancialEquity7.1%
HDFC Bank Ltd.FinancialEquity6.3%
Reliance Industries Ltd.EnergyEquity6.0%
Housing Development Finance Corpn. Ltd.FinancialEquity4.4%
Bharti Airtel Ltd.CommunicationEquity3.9%
Larsen & Toubro Ltd.ConstructionEquity3.8%
Sun Pharmaceutical Inds. Ltd.HealthcareEquity3.6%
Cipla Ltd.HealthcareEquity3.2%
ITC Ltd.FMCGEquity3.0%
See All

Fund Managers

Avinash Agarwal
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PGIM India Long Term Equity Fund Regular Growth Details

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 11 Dec 2015. 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 ₹354 Cr and the Latest NAV as of 20 Jan 2021 is ₹18.14.

The PGIM India Long Term Equity Fund Regular 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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