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PGIM India ELSS Tax Saver Fund - Direct Plan

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.

Suitability

"Long-term capital appreciation

• To generate long term capital appreciation by predominantly investing in equity & equity related instruments

• To enable eligible investors to avail deduction from total income as permitted under the income tax Act 1961 as amended from time to time."

Fund Info

Scheme Class	Equity
Scheme Category	ELSS (Tax Savings)
Expense Ratio	0.76%
Min subscription	₹ 500

Scheme Type	Open-ended
Scheme AUM (in Crs.)	₹ 764
AMC AUM (in Crs.)	₹ 7,627
Min Addition Subscription	₹ 500

Benchmark Type

BSE 200 India TR INR

Exit Load

Units locked in for 3 years, No exit load

Building Graph

Peer Comparison

Fund	Min SIP Inv.	Min Inv.	Returns 3Y	Fund Size(Cr.)
Mirae Asset ELSS Tax Saver Fund - Direct Plan	500	500	20.29%	24774.08
Axis ELSS Tax Saver Fund - Direct Plan	500	500	17.81%	38278.4
ICICI Prudential ELSS Tax Saver Fund - Direct Plan	500	500	20.24%	14563.56
HSBC ELSS Tax saver Fund - Direct Plan	500	500	24.39%	4373.63
Aditya Birla Sun Life ELSS Tax Saver - Direct Plan	500	500	17.06%	14818.28
Tata ELSS Tax Saver Fund - Direct Plan	500	500	20.73%	4722.04
Axis ELSS Tax Saver Fund - Direct Plan	500	500	17.81%	38278.4
Bandhan ELSS Tax saver Fund - Direct Plan	500	500	20.67%	6806.11

Top 10 Holdings

Company	Holding Type	Asset(%)
HDFC Bank Ltd	Equity	9
ICICI Bank Ltd	Equity	9
Reliance Industries Ltd	Equity	7
Bharti Airtel Ltd	Equity	4
Clearing Corporation Of India Ltd.	Cash - Repurchase Agreement	3
Dixon Technologies (India) Ltd	Equity	3
ICICI Lombard General Insurance Co Ltd	Equity	2
Kotak Mahindra Bank Ltd	Equity	2
Tata Consultancy Services Ltd	Equity	2
Infosys Ltd	Equity	2

Asset Allocation(%)

Asset	Percent
Equity	97
Cash - Repurchase Agreement	3
Bond - Gov't Treasury	0
Cash	0

Sector Allocation(%)

Sector	Percent
Financial Services	30
Healthcare	11
Consumer Cyclical	11
Industrials	11
Technology	10

Fund Manager

Bhupesh Kalyani

2+ years of experience

Vinay Paharia

2+ years of experience

Utsav Mehta

1+ years of experience

Vivek Sharma

1+ years of experience

PGIM India Fund

AUM₹7,627 Cr

About

DHFL was established in the year 1984 and it aimed to provide financial access to the middle and lower income strata of the society. Today, it is one of the most trusted and leading financial brands in India.##When it comes to the mutual fund space, this AMC provides funds across various categories and its main vision is financial inclusion, which means that their motto is to bring financial awareness to people in remote cities and towns. DHFL is therefore present in 351 locations across the country.##DHFL Pramerica Trustees Private Limited acts as the trustee company of DHFL Pramerica Mutual Fund and makes sure that all transactions are in accordance with the rules and regulations set-up by SEBI.

care@pgimindia.co.in

Phone

9930738128

Address

PGIM India Asset Management Private Limited,Nirlon House, 2nd Floor,,Dr. Annie Besant Road,,Worli,, Mumbai - 400 030

Calculate Returns

Investment Amount

Expected Annual Return Rate(%)

Investment DurationYears6Months0

Investment Amount₹ 10000

Return Amount₹ 4185

Return Rate6 %

Duration6y 0m