PGIM India Long Term Equity Fund Regular Growth-0.21%

-3.99%
1 Year Return
Equity
ELSS
3.0star
6M
1Y
3Y
All

Fund Details

PGIM India Long Term Equity Fund Regular Growth

RiskModerately High
Min SIP Amount₹500
Expense Ratio2.48%
NAV14.21 (30 Oct 2020)
Fund Started11 Dec 2015
Fund Size307 Cr

Returns

1Y
3Y*
5Y*
Since inception*
PGIM India Long Term Equity Fund Regular Growth
-4.0%
1.1%
NA
7.4%
Category Average
-1.2%
1.1%
7.3%
-
Rank within category
24
18
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    Estimated Value
    as per Historical Returns
    0
    with -4.0% annual returns

    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.TechnologyEquity8.2%
    Reliance Industries Ltd.EnergyEquity7.5%
    ICICI Bank Ltd.FinancialEquity6.3%
    HDFC Bank Ltd.FinancialEquity5.2%
    Bharti Airtel Ltd.CommunicationEquity3.9%
    Sun Pharmaceutical Inds. Ltd.HealthcareEquity3.8%
    Housing Development Finance Corpn. Ltd.FinancialEquity3.7%
    Cipla Ltd.HealthcareEquity3.7%
    Larsen & Toubro Ltd.ConstructionEquity3.3%
    Power Grid Corporation of India Ltd.EnergyEquity3.2%
    See All

    Fund Managers

    addSrinivas Rao Ravuri
    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..
    Funds Managed
    addAvinash Agarwal
    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.
    Funds Managed

    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 ₹307 Cr and the Latest NAV as of 30 Oct 2020 is ₹14.21.

    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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