1M
6M
1Y
3Y
5Y
All
| NAV: 28 Jul 2019 | ₹16.48 |
| Min. SIP amount | NA |
| Rating | 1 |
| Fund size | ₹152.34Cr |
Understand terms
Annualised returns
Average of the yearly returns of a mutual fund over a given period.
Absolute returns
The total return of a mutual fund over a given period.
Returns and rankings
Category: Hybrid Aggressive Hybrid
Annualised returns
Absolute returns
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund returns | -3.1% | 4.5% | 6.3% | 11.3% |
| Category average | 42.2% | 12.7% | 12.2% | NA |
| Rank with in category | NA | NA | NA | NA |
Understand terms
Holdings (39)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
HDFC Bank Ltd. | Financial | Equity | 9.6% |
Reliance Industries Ltd. | Energy | Equity | 9.1% |
ICICI Bank Ltd. | Financial | Equity | 5.8% |
ITC Ltd. | FMCG | Equity | 5.6% |
Axis Bank Ltd. | Financial | Equity | 5.5% |
Tata Consultancy Services Ltd. | Technology | Equity | 5.4% |
Larsen & Toubro Ltd. | Construction | Equity | 4.9% |
Kotak Mahindra Bank Ltd. | Financial | Equity | 4.7% |
HDFC Bank Ltd. | Financial | Fixed Deposits | 3.9% |
Infosys Ltd. | Technology | Equity | 3.9% |
See All
Understand terms
Expense ratio
A fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company’s fund assets used for administrative, management, advertising, and other expenses.
Tax
A percentage of your capital gains payable to the government upon exiting your mutual fund investments. Taxation is categorized as long-term capital gains (LTCG) and short-term capital gains (STCG) depending on your holding period and the type of fund.
Exit load
A fee payable to a mutual fund house for exiting a fund (fully or partially) before the completion of a specified period from the date of investment.
Stamp duty
A form of tax payable for the purchase or sale of an asset or security.
Past expense ratio & exit load
Expense ratio
Exit load
31 Dec 2017 - Present
2.56%
30 Nov 2017 - 31 Dec 2017
2.56%
31 Oct 2017 - 30 Nov 2017
2.57%
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 investment | NA |
| Min. for 2nd investment onwards | NA |
| Min. for SIP | NA |
Fund management
Kumaresh Ramakrishnan
Apr 2018 - Present
View details
Education
Mr. Ramakrishnan is a B.E from Mumbai University and MBA from NMIMS (Mumbai).
Experience
Prior to joining PGIM India Mutual Fund he has worked with DWS AMC, Societe Generale and CARE.
Also manages these schemes
Alok Agarwal
Jun 2016 - Present
View details
Education
Mr. Agarwal is a CA, CFA, MS (Finance) and M.Com.
Experience
Prior to joining PGIM India Mutual Fund he was associated with Deutsche Asset Management (I) Pvt. Ltd. (Jun 2014-Mar 2016) as Portfolio Manager (Equity), Deutsche Bank AG (Nov 2010-Jun 2014) as Portfolio Manager (Equity), K.R. Choksey Shares & Securities (Mar 2008-Nov 2010) as PMS-Head Portfolio Manager (Equity), E-nxt Finacials Ltd. (Aug 2007-Mar 2008) as Manager (Equity Research) and Pinnacle Academy (Jun 2002-Aug 2007) as Author, Head Faculty.
Also manages these schemes
Fund house & investment objective
| Rank (total assets) | NA |
|---|---|
| Total AUM | NA |
| Date of Incorporation | NA |
|---|
DHFL Pramerica Hybrid Equity Fund Wealth Plan IDCW is a Hybrid Mutual Fund Scheme launched by NA. This scheme was made available to investors
DHFL Pramerica Hybrid Equity Fund Wealth Plan IDCW is a Hybrid Mutual Fund Scheme launched by NA. This scheme was made available to investors on 25 Jan 2022. Abhisek Bahinipati, Alok Agarwal is the Current Fund Manager of DHFL Pramerica Hybrid Equity Fund Wealth Plan IDCW fund. The fund currently has an Asset Under Management(AUM) of NA Cr and the Latest NAV as of 28 Jul 2019 is ₹16.48.
The DHFL Pramerica Hybrid Equity Fund Wealth Plan IDCW is rated Moderately High risk. Minimum SIP Investment is set to 500. For units in excess of 10% of the investment, 1% will be charged for redemption within 12 months.
...Read more
Investment Objective
The scheme aims to generate capital appreciation and income from a portfolio of equity and equity related securities as well as fixed income securitie
The scheme aims to generate capital appreciation and income from a portfolio of equity and equity related securities as well as fixed income securities.
...Read more
| Fund benchmark | CRISIL Hybrid 35+65 Aggressive Index |
|---|
Fund house contact details
Address
NA
Phone
NA
Launch Date
NA
E-mail
NAWebsite
NA
PGIM India Mutual Fund
Asset Management Company
Custodian
Standard Chartered Bank
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
Email
[email protected]Website
www.karvymfs.comCompare funds
DHFL Pramerica Hybrid Equity Fund Wealth Plan IDCW
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FAQs
How to Invest in DHFL Pramerica Hybrid Equity Fund Wealth Plan IDCW
You can easily invest in DHFL Pramerica Hybrid Equity Fund Wealth Plan IDCW in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps:
- Log on to your Groww account
- Search for DHFL Pramerica Hybrid Equity Fund Wealth Plan IDCW from the search box
- In order to invest, you will have to complete all the KYC formalities which are completely online and paperless and take a few minutes to complete
- Once you are done with that, you can start investing in DHFL Pramerica Hybrid Equity Fund Wealth Plan IDCW as SIP or lumpsum as per your investment objective and risk tolerance
What kind of returns does DHFL Pramerica Hybrid Equity Fund Wealth Plan IDCW provide?
The DHFL Pramerica Hybrid Equity Fund Wealth Plan IDCW has been there from 27 Apr 2009 and the average annual returns provided by this
fund is -3.13% since its inception.
How much expense ratio is charged by DHFL Pramerica Hybrid Equity Fund Wealth Plan IDCW?
The term Expense Ratio used for DHFL Pramerica Hybrid Equity Fund Wealth Plan IDCW or any other mutual fund is the annual charges one needs to pay to the Mutual Fund company for managing your investments in that fund.
The Expense Ratio of DHFL Pramerica Hybrid Equity Fund Wealth Plan IDCW is 2.56% as of 25 Jan 2022...
The Expense Ratio of DHFL Pramerica Hybrid Equity Fund Wealth Plan IDCW is 2.56% as of 25 Jan 2022...
What is the AUM of DHFL Pramerica Hybrid Equity Fund Wealth Plan IDCW?
The AUM, short for Assets Under Management of DHFL Pramerica Hybrid Equity Fund Wealth Plan IDCW is ₹152.34Cr as of 25 Jan 2022.
How to Redeem DHFL Pramerica Hybrid Equity Fund Wealth Plan IDCW?
If you want to sell your DHFL Pramerica Hybrid Equity Fund Wealth Plan IDCW holdings, go to your holding on the app or
web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your
desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.
Can I invest in SIP and Lump Sum of DHFL Pramerica Hybrid Equity Fund Wealth Plan IDCW?
What is the NAV of DHFL Pramerica Hybrid Equity Fund Wealth Plan IDCW?
The NAV of DHFL Pramerica Hybrid Equity Fund Wealth Plan IDCW is ₹16.48 as of 28 Jul 2019.
What is the PE and PB ratio of DHFL Pramerica Hybrid Equity Fund Wealth Plan IDCW?
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