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Home>Mutual Funds>PGIM India Mutual Fund>DHFL Pramerica Hybrid Equity Fund Wealth Plan IDCW

DHFL Pramerica Hybrid Equity Fund Wealth Plan IDCW

Hybrid
Aggressive Hybrid
Moderately High Risk
Payout
4.46%
3Y annualised
0.00% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 28 Jul 2019₹16.48
Min. SIP amountNA
Rating1
Fund size₹152.34Cr

Returns and rankings

Category: Hybrid Aggressive Hybrid
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns-3.1%4.5%6.3%11.3%
Category average42.2%12.7%12.2%NA
Rank with in categoryNANANANA
Understand terms

Holdings (39)

NameSectorInstrumentAssets
FinancialEquity9.6%
EnergyEquity9.1%
FinancialEquity5.8%
FMCGEquity5.6%
FinancialEquity5.5%
Tata Consultancy Services Ltd.
TechnologyEquity5.4%
ConstructionEquity4.9%
FinancialEquity4.7%
FinancialFixed Deposits3.9%
TechnologyEquity3.9%
See All

Expense ratio, exit load and tax

Expense ratio: 2.56%

Inclusive of GST

Exit load

For units in excess of 10% of the investment, 1% will be charged for redemption within 12 months.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investmentNA
Min. for 2nd investment onwardsNA
Min. for SIPNA

Fund management

Kumaresh Ramakrishnan
Apr 2018 - Present
View details
Alok Agarwal
Jun 2016 - Present
View details

Fund house & investment objective

Fund house contact details

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