Other Funds in the same category are generating better returns
Less expense ratio implies better returns over the long term
Fund has been able to generate better price return than bank FD
Total holdings with red flags is insignificant
Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.74 | 12.58 | 1.69 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.42 | 14.60 | 2.04 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 3 yrs | 0.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 500 |
BenchmarkBenchmark |
---|
NIFTY 500 - TRI |
Equity Linked Savings Scheme or ELSS are the equity funds that invest majorly in equity or equity-related instruments. They offer the tax benefits under the new Section 80C of the Income Tax Act 1961.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
PGIM India ELSS Tax Saver Fund(IDCW) | 16.37% | 6.01% | 8.53% |
Axis ELSS Tax Saver Fund(IDCW) | 23.27% | 1.88% | 14.06% |
SBI Long Term Equity Fund(IDCW) | 52.70% | 17.97% | 10.33% |
Mirae Asset ELSS Tax Saver Fund(IDCW) | 35.89% | 6.42% | 14.23% |
Actual
Target
Dec 2023
Mar 2024
Jun 2024
Aug 2024
Dec 2023
Mar 2024
Jun 2024
Aug 2024
Dec 2023
Mar 2024
Jun 2024
Aug 2024
Equity
Debt
Others
Holdings
6.55 %
Holdings
5.77 %
Holdings
4.84 %
PGIM India Mutual Fund is a fully owned business of PGIM, the global investment management business of the US based Prudential Financial, Inc. (PFI). PGIM operates across 16 countries and has 38 offices with over 1,300+ investment professionals.
No.of Schemes
23
Total AUM
₹ 25,978.52 Cr.
Sharma Vivek
AUM: ₹21,309.19 Cr.
|
Exp: 15yrs
Utsav Mehta
AUM: ₹15,429.62 Cr.
|
Exp: 13yrs
Vinay Paharia
AUM: ₹22,975.18 Cr.
|
Exp: 11yrs
Bhupesh Kalyani
AUM: ₹2,749.72 Cr.
|
Exp: 8yrs
Manager Performance (0)
Gains are treated as long-term capital gains and taxed at 10%
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Returns
Other Funds in the same category are generating better returns