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PGIM India Long Term Equity Fund

PGIM India Long Term Equity Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

20.06

as on 12 Aug 2022

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 17,338 today.

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NAV Performance

PGIM India Long Term Equity Fund performance graph for last 3 years
Performance of PGIM India Long Term Equity Fund for last 3 Years

Fund Information

  • ₹ 23.910

    as on 12 Aug 2022
  • Regular - Growth

  • -

  • ₹ 500

  • ₹ 330 Cr.

    as on 31 Dec 2021
  • 2.48%

  • 11 Dec 2015

  • Equity - ELSS

  • Nifty 500 TRI

  • PGIM india Mutual Fund

    Show All Funds
  • Data not available.

Highlights of this fund

PGIM India Long Term Equity Fund is an Open-ended Equity Fund. The fund belongs to ELSS category, where the investment is done in predominantly in stocks that are listed on Stock Exchanges like the Bombay Stock Exchange (BSE) or the National Stock Exchange (NSE) in India as well as Global stock exchanges like the Dow Jones, London Stock Exchange or LSE etc. This fund was started on 11 Dec 2015. This fund is offered by one of the top AMC (Assets Management Company) PGIM india Mutual Fund. You can also view here all other Equity funds offered by PGIM india Mutual Fund.

Latest NAV of the fund is ₹ 23.910 as on 12 Aug 2022.

This fund has 6 years of track record. Since 30 Nov 2021 expense ratio of this fund is 2.48%. Ideally you shoulds compare this fund with the benchmark Nifty 500 TRI.

You can invest in this fund in SIP with the minimum investment of ₹ 500. Lumpsum invest is offered with minimum investment of ₹ 500.

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 investors to avail deduction from total income, as permitted under the Income Tax Act, 1961 as amended from time to time.

List of Fund Managers of PGIM India Long Term Equity Fund

  • About Srinivas Rao Ravuri

    Picture of Srinivas Rao RavuriMr. Ravuri is a B.Com (H)and MBA (Finance). 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..
  • About Utkarsh Katkoria

    Picture of Utkarsh KatkoriaMr. Katkoria is a Bachelor in Finance and an MBA. Prior to joining DHFL Pramerica Mutual Fund he was associated with DWS Mutual Fund (July 2014-March 2016), Reliance Industries Limited (May 2011-July 2014) and JM Financials Limited (Sep 2005-June 2009).

Riskometer : Risk associated with this fund

Investors understand that their principal will be at Very High Risk

Fund Return Comparison

Fund Name 1 Month 3 Months 6 Months 1 Year 2 Years 3 Years 5 Years 10 Years 1 Year 2 Years 3 Years 5 Years 10 Years
Category Best 12.43% 14.93% 6.92% 17.83% 45.92% 37.98% 22.05% 20.79% 15.38% 31.56% 41.23% 29.86% 23.47%
Category Average 8.96% 12.29% 0.77% 6.73% 27.38% 18.67% 12.06% 15.46% 6.60% 16.93% 21.01% 15.46% 14.57%
PGIM India Long Term Equity Fund 8.24%₹ 10,823 10.69%₹ 11,069 -0.17%₹ 9,983 8.63%₹ 10,863 7.71%₹ 12,493 29.76%₹ 16,838 20.06%₹ 29,186 20.06%₹ 17,338 23.77%₹ 50,852 13.14%₹ 18,549 17.23%₹ 92,258 - -
DSP Tax Saver Fund 8.03%₹ 10,802 10.72%₹ 11,072 0.26%₹ 10,026 4.40%₹ 10,439 5.57%₹ 12,358 30.20%₹ 16,951 18.38%₹ 28,738 20.17%₹ 17,388 22.43%₹ 49,923 13.52%₹ 18,863 17.33%₹ 92,477 17.49%₹ 50,197 16.34%₹ 2,82,684
Mirae Asset Tax Saver Fund 8.62%₹ 10,861 11.40%₹ 11,140 0.24%₹ 10,024 6.01%₹ 10,600 5.28%₹ 12,339 29.66%₹ 16,812 17.25%₹ 28,437 21.94%₹ 18,168 23.24%₹ 50,485 16.13%₹ 21,135 18.70%₹ 95,619 - -
Quant Tax Plan 9.54%₹ 10,954 13.52%₹ 11,352 2.41%₹ 10,241 12.36%₹ 11,236 12.52%₹ 12,795 45.92%₹ 21,292 31.56%₹ 32,320 37.98%₹ 26,362 41.23%₹ 64,046 22.05%₹ 27,109 29.86%₹ 1,25,021 20.79%₹ 66,242 23.47%₹ 4,15,658
BOI AXA Tax Advantage Fund 10.13%₹ 11,013 13.07%₹ 11,307 0.16%₹ 10,016 1.39%₹ 10,139 2.38%₹ 12,153 29.29%₹ 16,716 16.38%₹ 28,209 25.70%₹ 19,912 23.64%₹ 50,764 15.87%₹ 20,902 18.80%₹ 95,874 16.47%₹ 46,007 16.55%₹ 2,86,025
Canara Robeco Equity Tax Saver Fund 10.28%₹ 11,028 14.14%₹ 11,414 0.99%₹ 10,098 6.60%₹ 10,659 7.48%₹ 12,479 29.08%₹ 16,661 17.82%₹ 28,588 22.76%₹ 18,541 23.29%₹ 50,522 16.44%₹ 21,419 19.15%₹ 96,677 16.02%₹ 44,281 16.24%₹ 2,81,211

Portfolio Holdings

Portfolio holdings pattern of PGIM India Long Term Equity Fund as on 14 Aug 2022 are listed below:

  • Equity Holdings:

    96.35%
  • Debt Holdings:

    0.00%
  • Others Holdings:

    3.65%

Top Sector Holdings of PGIM India Long Term Equity Fund

Name of SectorHolding PercentageHolding Values in Crore
Banks 24.10% ₹ 82.46 Cr.
Computers - Software 17.98% ₹ 61.56 Cr.
Pharmaceuticals 10.22% ₹ 34.98 Cr.
Engineering, designing, construction 8.37% ₹ 28.64 Cr.
Refineries/Marketing 5.70% ₹ 19.52 Cr.
Others 33.63% -

Top Stock Holdings of PGIM India Long Term Equity Fund

Name of StocksHolding PercentageHolding Values in Crore
Infosys Ltd. 8.11% ₹ 27.77 Cr.
ICICI Bank Ltd. 8.01% ₹ 27.42 Cr.
Larsen & Toubro Ltd. 5.30% ₹ 18.14 Cr.
State Bank Of India 4.90% ₹ 16.77 Cr.
Bharti Airtel Ltd. 4.81% ₹ 16.47 Cr.
Others 68.87% -

Other Holdings

Holding TypeHolding Percentage
TREPS 3.60%
Net Receivables 0.05%