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DHFL Pramerica Hybrid Equity Fund Wealth Plan IDCW

Hybrid
Aggressive Hybrid
Moderately High Risk
-3.13%
1Y return
0.00% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 28 Jul 2019₹16.48
Min. SIP AmountNA
Rating1star
Fund Size₹152.34 Cr

Holdings (39)

NameSectorInstrumentAssets
HDFC Bank Ltd.FinancialEquity9.6%
Reliance Industries Ltd.EnergyEquity9.1%
ICICI Bank Ltd.FinancialEquity5.8%
ITC Ltd.FMCGEquity5.6%
Axis Bank Ltd.FinancialEquity5.5%
Tata Consultancy Services Ltd.
TechnologyEquity5.4%
Larsen & Toubro Ltd.ConstructionEquity4.9%
Kotak Mahindra Bank Ltd.FinancialEquity4.7%
HDFC Bank Ltd.FinancialFixed Deposits3.9%
Infosys Ltd.TechnologyEquity3.9%
See All

Pros and cons

Category: Hybrid Aggressive Hybrid

Pros

  • Age is more than 10 years

Cons

  • Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
  • Higher expense ratio - 2.56%
  • 1Y Returns are lower than the category average returns
  • 3Y Returns are lower than the category average returns
  • 5Y Returns are lower than the category average returns
  • 10Y Returns are lower than the category average returns

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 termsinfo

Fund management

Kumaresh Ramakrishnan
Apr 2018 - Present
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Alok Agarwal
Jun 2016 - Present
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Fund house & investment objective

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Fund house contact details

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