PGIM India Elss Tax Saver Fund

Equity · ELSS
 · ★★★★
500
Min SIP
500
Min Lumpsum
0.97 %
Expense Ratio
★★★★
Rating
494
Fund Size (in Cr)
7 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
  • Invested Amount
    --
  • Wealth Gained
    --
  • Expected Amount
    --

Scheme Performance

Returns and Ranks ( as on 06 June 2023 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 17.3% 28.6% 15.2% 15.1%
Category Average 14.1% 25.4% 12.8% -

Scheme Allocation

By Holding
By Sector
By Asset
HDFC Bank
7.59%
Reliance Industr
7.09%
ICICI Bank
5.54%
Larsen & Toubro
4.58%
Infosys
4.08%
Others
71.12%
Banks
21.78%
Debt
8.49%
Finance
8.24%
IT-Software
7.81%
Petroleum Products
7.09%
Others
46.59%
Equity
93.48%
Reverse Repos
8.29%
T-Bills
0.2%
Net Curr Ass/Net Receivables
-1.97%
Others
0%

Advance Ratio

0.4
Alpha
4.11
SD
0.9
Beta
0.55
Sharpe

Exit Load

Exit Load Nil

Fund 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 investore to avail deduction from total icome, 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.

Fund Managers

Vinay Paharia

With over 16 years of experience in the financial services industry, Mr. Vinay Paharia commenced his career at Global Stockbroking Pvt. Ltd. as an equity research analyst and is currently working at Union Management Co. Pvt. Ltd. as its Chief Investment Officer. Academically, Mr. Vinay Paharia has an MMS degree in Finance from Welingkar Institute of Management and holds a CFA from the Institute of Chartered Financial Analyst of India. Mr. Paharia’s vast experience has given him a deep understanding of the mutual funds market. He currently manages more than nine Union Mutual Fund schemes with an aggregated AuM of Rs. 1,793 crores.

Risk-O-Meter

Peer Comparison

Fund Name

AMC Contact Details

PGIM India Mutual Fund
AUM:
16,492 Cr
Address:
4th Floor, C Wing, Laxmi Towers, Bandra Kurla Complex, Bandra (East), Mumbai - 400 051
Contact:
022-61593000
Email ID:
care@pgimindia.co.in

Frequently Asked Questions

How to invest in PGIM India Elss Tax Saver Fund ?

You can invest in PGIM India Elss Tax Saver Fund in a quick and simple process. Follow the below steps;
  • Login to your 5paisa account, Go to the Mutual Funds section.
  • Search for PGIM India Elss Tax Saver Fund in the search box.
  • Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"

What is the NAV of PGIM India Elss Tax Saver Fund ?

The NAV of PGIM India Elss Tax Saver Fund is ₹28.7 as of 06 June 2023.

How to redeem PGIM India Elss Tax Saver Fund holding ?

You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.

What is the minimum sip amount of PGIM India Elss Tax Saver Fund?

The minimum SIP amount of PGIM India Elss Tax Saver Fund is ₹500

What are the top sectors PGIM India Elss Tax Saver Fund has invested in??

The top sectors PGIM India Elss Tax Saver Fund has invested in are
  1. HDFC Bank - 7.59%
  2. Reliance Industr - 7.09%
  3. ICICI Bank - 5.54%
  4. Larsen & Toubro - 4.58%
  5. Infosys - 4.08%

How much returns have PGIM India Elss Tax Saver Fund generated ?

The PGIM India Elss Tax Saver Fund has delivered 15.1% since inception

What is the expense ratio of PGIM India Elss Tax Saver Fund ?

The expense ratio of PGIM India Elss Tax Saver Fund is 0.97 % as of 06 June 2023.

What is the AUM of PGIM India Elss Tax Saver Fund?

The AUM of PGIM India Elss Tax Saver Fund is ₹16,492 Cr as of 06 June 2023

What are the top stock holdings of PGIM India Elss Tax Saver Fund?

The top stock holdings of PGIM India Elss Tax Saver Fund are
  1. HDFC Bank - 7.59%
  2. Reliance Industr - 7.09%
  3. ICICI Bank - 5.54%
  4. Larsen & Toubro - 4.58%
  5. Infosys - 4.08%
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