PGIM India Tax Plan Growth Return

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  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
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Showing Funds Performance since Sep 07, 2020

PGIM India Tax Plan Growth Fund Overview

Min. investment

SIP ₹ & Lump. ₹500

AUM (Fund size)

₹34 Cr

Lock In Period

3 Years

Expense Ratio

2.73

Exit Load

Nil

Benchmark

BSE 200

PGIM India Tax Plan Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.000.327.41
6M0.002.6124.27
1Y0.005.3678.49
3Y0.0014.56130.26

Portfolio Analysis

  • Equity: 98.18%
  • Debt: 1.82%
  • Others
As on: 2019-06-30
View allocation % by

1. HDFC Bank Ltd.9.07%
2. ICICI Bank Ltd.7.21%
3. Axis Bank Ltd.5.89%
4. State Bank of India4.06%
5. Kotak Mahindra Bank Ltd.3.48%
6. Housing Development Finance Corporation Ltd.2.84%
7. HDFC Life Insurance Co Ltd.1.57%
8. The Federal Bank Ltd.1.02%
9. Bajaj Finance Ltd.0.98%

1. Infosys Ltd.5.77%
2. Tata Consultancy Services Ltd.3.87%

1. Reliance Industries Ltd.7.38%
2. GAIL (India) Ltd.1.10%
3. Hindustan Petroleum Corporation Ltd.0.94%

1. Bharat Electronics Ltd.1.84%
2. Thermax Ltd.1.12%
3. Havells India Ltd.1.11%
4. L&T Technology Services Ltd.1.03%
5. Schaeffler India Ltd.0.93%

1. ITC Ltd.5.00%

1. Larsen & Toubro Ltd.4.58%

1. Hindustan Unilever Ltd.1.90%
2. Asian Paints Ltd.1.44%
3. Marico Ltd.1.20%

1. Divi's Laboratories Ltd.1.69%
2. Cipla Ltd.1.21%
3. Dr. Reddy's Laboratories Ltd.0.90%

1. Power Grid Corporation of India Ltd.2.01%
2. NTPC Ltd.1.32%

1. ACC Ltd.1.01%
2. Ambuja Cements Ltd.1.00%
3. The Ramco Cements Ltd.0.46%

1. KEI Industries Ltd.2.14%

1. Bharti Airtel Ltd.1.08%
2. Vodafone Idea Ltd.0.43%

1. The Indian Hotels Company Ltd.1.39%

1. Coromandel International Ltd.1.31%

1. Mahindra CIE Automotive Ltd.1.09%

1. Hindustan Zinc Ltd.1.01%
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About Fund PGIM India Tax Plan Growth

PGIM India Tax Plan Growth managed by PGIM India Mutual Fund,is a Equity - ELSSscheme with Assets Under Management of ₹34 Crore. The fund benchmarks its performance against the BSE 200 while maintaining an expense ratio of 2.73. Under the expert guidance of Avinash Agarwal ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Avinash Agarwal

Mr. Avinash Agarwal has pursued B.Com (H) and PGDM from IIM-L. Prior to joining Sundaram Mutual Fund in February 2008, he has worked as a Manager in Investment Research at Irevna and as a Research Analyst at Aranca.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
SBI Tax Advantage Fund - Series III Growth033 CR1.39
ICICI Prudential R.I.G.H.T. Fund Growth041 CR1.41
SBI Tax Advantage Fund - Series II Growth042 CR1.46
Fund Name1Y3Y
This FundSBI Tax Advantage Fund - Series III Growth27.768781.1482
This FundICICI Prudential R.I.G.H.T. Fund Growth10.6102111.0608
This FundSBI Tax Advantage Fund - Series II Growth33.5864130.2485

PGIM India Tax Plan Growth FAQs

PGIM India Tax Plan Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of PGIM India Tax Plan Growth is 2.73. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

PGIM India Tax Plan Growth’s fund performance is as follows:
  • 1 Month : 0.00%
  • 6 Months : 0.00%
  • 1 Year : 0.00%
  • 3 Years : 0.00%
Returns of PGIM India Tax Plan Growth are updated daily based on NAV of ₹ as on undefined NaN,NaN. Since inception, the return has been 0.00%.

You can invest in PGIM India Tax Plan Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of PGIM India Tax Plan Growth is ₹34 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in PGIM India Tax Plan Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.