e.g. Tata motors, Reliance MF, 500570

PGIM India Tax Plan - Bonus

Equity Tax Planning Moderately High

NAV on (No Data Available)

₹0.00

No Data Available

Fund Size

₹39.57 Crores

1Y Returns

No Data Available%

 

Earn 1% Higher Returns on Direct Funds

Invest  Top Funds
Disclaimer: Mutual Fund investments are subject to market risks. Read all scheme related documents carefully before investing.

 

Investment Objective

An open ended equity linked saving scheme with the objective to generate long term capital appreciation from a portfolio that is invested predominantly in equity and equity related instruments.

AMC

PGIM India Asset Management Pvt. Ltd.

Fund Details

Launch Date

November 21, 2014

Fund Manager

Mr. Avinash Agarwal

Initial Price

10

AUM Fund

39.57 Cr

Min investment

Rs 500

Expense Ratio

2.73%

SIP Minimum Investment

Minimum amount of Rs. 500/- and in multiples of Rs. 500/-.

Exit Load

Nil

Holdings

Sector Allocation

Banks 19.84%
Miscellaneous 8.99%
Tobacco 5.01%
Auto 4.14%
Information Technology 9.46%
Finance 10.92%
Personal Care 4.89%
Cables 2.01%
Pharmaceuticals and health care 7.54%
Engineering 4.36%
Tea / Coffee 1.42%
Tyres 1.40%
Consumer Durables 1.28%
Hospitality 2.30%
Electronics 1.16%
Construction 1.05%
Service 1.90%
Food Processing 1.02%
Iron and Steel 1.64%
Chemicals 0.91%
Auto Ancillaries 2.05%
Textiles 0.83%
Address
4th Floor, C Wing,Laxmi Towers,Bandra Kurla Complex,Bandra (East), Mumbai Maharashtra India 400051
Phone
+91 22 61593000
Fax
+91 22 61593100
Launch Date
November 21, 2014
Custodian
Standard Chartered Bank
Registrar & Transfer Agent
KFIN Technologies Pvt. Ltd.

Frequently Asked Questions

Q: What is the current NAV of PGIM India Tax Plan - Bonus?

A: The latest NAV of PGIM India Tax Plan - Bonus is ₹ .

Q: What type of mutual fund is PGIM India Tax Plan - Bonus?

A: PGIM India Tax Plan - Bonus is a 'Equity - Tax Planning' type mutual fund managed by 'PGIM India Asset Management Pvt. Ltd.'.

Q: What is the expense ratio of PGIM India Tax Plan - Bonus?

A: The expense ratio of PGIM India Tax Plan - Bonus is 2.73%, which impacts overall returns.

Q: Who manages PGIM India Tax Plan - Bonus?

A: PGIM India Tax Plan - Bonus is managed by Mr. Avinash Agarwal, who oversees investment strategy and portfolio decisions.

Q: Is PGIM India Tax Plan - Bonus a good investment?

A: PGIM India Tax Plan - Bonus may be suitable depending on your financial goals, risk appetite, and investment horizon. Always evaluate fund performance and consult a financial advisor.

Q: What is the exit load of PGIM India Tax Plan - Bonus?

A: The exit load of PGIM India Tax Plan - Bonus is Nil, applicable if redeemed within the specified period.

Q: How is PGIM India Tax Plan - Bonus taxed?

A: Taxation depends on the fund type (equity/debt) and holding period as per Indian tax laws.

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