Expense ratio, exit load and tax
Expense ratio: 0.87%
Inclusive of GST
Exit load
Exit load of 0.5%, if redeemed within 90 days.
Stamp duty
0.005% (from July 1st, 2020)
Tax implication
Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.
Fund management
Education
Mr. Kalyani is a CA, ICWA and CISA.
Experience
Prior to joining PGIM India Mutual Fund, he was associated with IDBI AMC, LIC Mutual Fund, Edelweiss Mutual Fund, Tata Mutual Fund and Star Union Dai-ichi life Insurance C.o. Ltd.
Managed Schemes
IDBI Short Term Bond Fund Direct Growth
IDBI Ultra Short Term Fund Direct Growth
PGIM India Dynamic Bond Direct Plan Growth
IDBI Credit Risk Fund Direct Growth
PGIM India Flexi Cap Fund Direct Growth
PGIM India ELSS Tax Saver Fund Direct Growth
PGIM India Short Duration Fund Direct Growth
PGIM India Liquid Fund Direct Plan Growth
PGIM India Large Cap Fund Direct Plan Growth
PGIM India Corporate Bond Direct Plan Growth
PGIM India Ultra Short Duration Direct Growth
PGIM India Hybrid Equity Fund Direct Plan Growth
PGIM India Low Duration Fund Direct Plan Growth
PGIM India Gilt Direct Plan Growth
PGIM India Banking & PSU Debt Fund Direct Growth
PGIM India Overnight Fund Direct Growth
PGIM India Money Market Fund Direct Growth
PGIM India Small Cap Fund Direct Growth
PGIM India CRISIL IBX Gilt Index Apr 2028 Fund Direct Growth
Education
Mr. Paharia holds a B.Com degree from Narsee Monjee College and an M.M.S. degree from Welingkar Institute of Management, Mumbai.
Experience
Prior to joining Union Mutual Fund he was associated with Invesco Asset Management Company, L&T Mutual Fund, K R Choksey Shares and Securities Pvt Ltd (Jan 2004-Jan 2006), First Global Stock broking Pvt. Ltd (Jun 2002-Jan 2004).
Managed Schemes
Union Flexi Cap Fund Direct Growth
Union ELSS Tax Saver Fund Direct Growth
Union Asset Allocation Fund Direct Growth
PGIM India Midcap Opportunities Fund Direct Growth
Union Small Cap Fund Direct Growth
PGIM India Flexi Cap Fund Direct Growth
PGIM India ELSS Tax Saver Fund Direct Growth
PGIM India Large Cap Fund Direct Plan Growth
PGIM India Equity Savings Fund Direct Growth
PGIM India Hybrid Equity Fund Direct Plan Growth
Union Largecap Fund Direct Growth
Union Balanced Advantage Fund Direct Growth
Union Equity Savings Fund Direct Growth
Union Value Fund Direct Growth
Union Focused Fund Direct Growth
Union Large & Midcap Fund Direct Growth
Union Midcap Fund Direct Growth
Union Aggressive Hybrid Fund Direct Growth
PGIM India Balanced Advantage Fund Direct Growth
PGIM India Small Cap Fund Direct Growth
Union Retirement Fund Direct Growth
Union Multicap Fund Direct Growth
Education
Mr. Anjeneyan is a B. Com, ACA, CFA, FRM
Experience
Prior to joining PGIM India Asset Management Pvt Ltd, he has worked with Renaissance Investment Managers Private Limited, Canara Robeco Asset Management Company Limited.
Managed Schemes
PGIM India Midcap Opportunities Fund Direct Growth
PGIM India Flexi Cap Fund Direct Growth
PGIM India ELSS Tax Saver Fund Direct Growth
PGIM India Large Cap Fund Direct Plan Growth
PGIM India Equity Savings Fund Direct Growth
PGIM India Hybrid Equity Fund Direct Plan Growth
PGIM India Emerging Markets Equity Fund Direct Growth
PGIM India Global Equity Opportunities Fund Direct Growth
PGIM India Balanced Advantage Fund Direct Growth
PGIM India Small Cap Fund Direct Growth
PGIM India Global Select Real Estate Securities FoF Direct Growth
PGIM India Large and Mid Cap Fund Direct Growth
PGIM India Retirement Fund Direct Growth
Education
Mr. Sharma is a PGDM Finance
Experience
Prior to joining PGIM India Asset Management Pvt. Ltd. - Equity Analyst and Asst. Fund Manager, he has worked with ICICI Securities Ltd. - Equity Analyst and JP Morgan Services India Pvt. Ltd.- Associate - Investment Banking.
Managed Schemes
PGIM India Midcap Opportunities Fund Direct Growth
PGIM India Flexi Cap Fund Direct Growth
PGIM India ELSS Tax Saver Fund Direct Growth
PGIM India Large Cap Fund Direct Plan Growth
PGIM India Equity Savings Fund Direct Growth
PGIM India Hybrid Equity Fund Direct Plan Growth
PGIM India Emerging Markets Equity Fund Direct Growth
PGIM India Global Equity Opportunities Fund Direct Growth
PGIM India Small Cap Fund Direct Growth
PGIM India Global Select Real Estate Securities FoF Direct Growth
PGIM India Retirement Fund Direct Growth