PGIM India Long Term Equity Fund - Growth - Regular Plan

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Fund Overview Growth | Regular Plan

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  • Benchmark

  • Minimum Investment (₹)

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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.However, there is no assurance that the investment objective shall be realized.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
S&P BSE 200 -0.22 4.88 9.76 12.11 7.11 13.41
S&P BSE 200 - TRI -0.22 4.98 11.01 13.53 8.49 9.75

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Axis Long Term Equity Fund - Regular Plan - Growth Dec 29, 2009 19.81 16.89 10.22 1.63 21,472.82
Nippon India Tax Saver (ELSS) Fund-Growth Plan-Growth Option Sep 21, 2005 Unrated 3.86 3.92 2.76 1.74 10,813.57
Aditya Birla Sun Life Tax Relief '96 - Growth Option Mar 10, 2008 6.53 11.99 8.78 2.01 10,029.20
HDFC TaxSaver-Growth Plan Mar 31, 1996 Unrated 3.91 6.94 4.36 1.97 7,454.46
SBI MAGNUM TAXGAIN SCHEME 1993 - REGULAR PLAN- GROWTH Mar 31, 1993 6.66 8.40 5.31 1.97 7,370.28

Fund Holdings as on 31-December-2019

  • HDFC Bank Ltd.

  • ICICI Bank Ltd.

  • Reliance Industries Ltd.

  • Infosys Ltd.

  • ITC Ltd.

  • Larsen & Toubro Ltd.

  • Axis Bank Ltd.

  • State Bank of India

  • Housing Development Finance Corporation Ltd.

  • NTPC Ltd.

  • GAIL (India) Ltd.

  • Cipla Ltd.

  • The Federal Bank Ltd.

  • Clearing Corporation of India Ltd.

  • Kotak Mahindra Bank Ltd.

  • Mangalore Refinery & Petrochemicals Ltd.

  • Praj Industries Ltd.

  • Power Grid Corporation of India Ltd.

  • Chambal Fertilizers & Chemicals Ltd.

  • Firstsource Solutions Ltd.

  • Majesco Ltd.

  • Hindustan Unilever Ltd.

  • Hindustan Petroleum Corporation Ltd.

  • Divi's Laboratories Ltd.

  • Time Technoplast Ltd.

  • Coromandel International Ltd.

  • Tata Consultancy Services Ltd.

  • Hexaware Technologies Ltd.

  • Bharat Petroleum Corporation Ltd.

  • The Indian Hotels Company Ltd.

  • Ambuja Cements Ltd.

  • HDFC Life Insurance Company Ltd.

  • Alembic Pharmaceuticals Ltd.

  • Vardhman Textiles Ltd.

  • KEI Industries Ltd.

  • L&T Technology Services Ltd.

  • Century Plyboards (India) Ltd.

  • ACC Ltd.

  • Bharti Airtel Ltd.

  • Ashok Leyland Ltd.

  • ICICI Lombard General Insurance Co. Ltd.

  • Sun Pharmaceutical Industries Ltd.

  • Net Receivables / (Payables)

  • Aarti Surfactants Ltd. #

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  • Bank - Private

  • Refineries

  • IT - Software

  • Pharmaceuticals & Drugs

  • Cigarettes/Tobacco

  • Power Generation/Distribution

  • Engineering - Construction

  • Fertilizers

  • Bank - Public

  • Finance - Housing

  • Industrial Gases & Fuels

  • Miscellaneous

  • Cement & Construction Materials

  • Engineering - Industrial Equipments

  • Insurance

  • BPO/ITeS

  • Household & Personal Products

  • Plastic Products

  • Hotel, Resort & Restaurants

  • Textile

  • Cable

  • Engineering

  • Wood & Wood Products

  • Telecommunication - Service Provider

  • Automobiles-Trucks/Lcv

  • Unspecified

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About PGIM India Long Term Equity Fund

Scheme Analysis

PGIM India Long Term Equity Fund is a Equity - ELSS fund and belongs to PGIM India Mutual Fund. It was launched on 11-Dec-2015 and currently has an AUM of ₹356.12 crore. PGIM India Long Term Equity Fund is benchmarked against NIFTY 50 - TRI as primary index and S&P BSE 200 as primary index and S&P BSE 200 - TRI as secondary index.

The NAV of PGIM India Long Term Equity Fund ended up ₹0.13(0.88%)yesterday to ₹14.96.

Among its top 3 holdings the fund has exposure to HDFC Bank Ltd., and

The PGIM India Long Term Equity Fund is managed by Srinivas Rao Ravuri .

Fund House Contact

Nirlon House, 2nd Floor, Dr. Annie Besant Road, Worli, Mumbai - 400 030

+91 (22) 61593000
care@pgimindia.com
+91 (22) 61593100

Fund Manager

  • Education:B. Com,MBA (Finance)
  • Experience:18 Years
  • Basic Details:Mr. Srinivas Rao Ravuri has over 18 years of experience in the field of Indian Financial markets, Primarily in Equity research and Fund management. He is with HDFC AMC since Oct 2004 till date. He has also worked with organisations like Motilal Oswal Securities Ltd., Edelweiss Capital Ltd., Securities Capital Investments (I) Ltd. in research field.
  • Funds Managed:
  • PGIM India Long Term Equity Fund
  • PGIM India Long Term Equity Fund
  • Cash

  • Equity

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