PGIM India Long Term Equity Fund Regular Growth-0.96%

3Groww
9.23%
1 Year Return
Equity
ELSS
3.0 star
6M
1Y
3Y
All

Fund Details

PGIM India Long Term Equity Fund Regular Growth

RiskModerately High
Min SIP Amount₹500
Expense Ratio2.40%
NAV14.44 (06 Dec 2019)
Fund Started11 Dec 2015
Fund Size365 Cr

Returns

1Y
3Y*
5Y*
Since inception*
PGIM India Long Term Equity Fund Regular Growth
9.2%
11.2%
NA
9.6%
Category Average
-6.3%
6.2%
9.9%
-
Rank within category
15
17
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 9.2% annual returns

    Comparison

    Data not available
    Pros
    1. Risk is lower compared to the benchmark
    2. 1Y Returns are higher than the benchmark
    3. 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. 3Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    HDFC Bank Ltd.FinancialEquity8.2%
    ICICI Bank Ltd.FinancialEquity7.7%
    Reliance Industries Ltd.EnergyEquity7.1%
    Larsen & Toubro Ltd.ConstructionEquity5.3%
    ITC Ltd.FMCGEquity5.3%
    Infosys Ltd.TechnologyEquity4.6%
    Tata Consultancy Services Ltd.TechnologyEquity3.9%
    Axis Bank Ltd.FinancialEquity3.6%
    National Thermal Power Corp. Ltd.EnergyEquity3.0%
    State Bank of IndiaFinancialEquity3.0%
    See All

    Fund Managers

    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

    Other Details

    PGIM India Long Term Equity Fund Regular Growth is a Equity Mutual Fund Scheme launched by DHFL Pramerica Mutual Fund. This scheme was introduced to investors on 11 Dec 2015. Avinash Agarwal is the Current Fund Manager of PGIM India Long Term Equity Fund Regular Growth.The fund currently has an Asset Under Management(AUM) of ₹365 Cr and the Latest NAV as of 06 Dec 2019 is ₹14.44.

    The PGIM India Long Term Equity Fund Regular Growth is rated Moderately High risk. Minimum SIP Investment is 500. Minimum Lumpsum Investment is 500. Nil.

    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 investment objective shall be realized.

    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 DHFL Pramerica Mutual Fund

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