DHFL Pramerica Hybrid Equity Fund Wealth Plan Growth

Hybrid
Aggressive Hybrid
Moderately High Risk
4.46%
3Y annualised
0.00% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 28 Jul 2019₹30.02
Min. SIP amountNot Supported
RatingNA
Fund size₹152.34Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Holdings (44)

NameSectorInstrumentAssets
FinancialEquity9.77%
EnergyEquity8.25%
Mandava Holdings Pvt. Ltd
FinancialDebenture7.69%
FinancialEquity6.72%
State Bank of India
FinancialEquity5.78%
TechnologyEquity5.18%
FinancialEquity5.12%
FMCGEquity4.55%
FinancialFixed Deposits3.69%
SBI Cards & Payments Services Ltd.
FinancialDebenture3.63%
Tata Consultancy Services Ltd.
TechnologyEquity3.01%
ConstructionEquity2.96%
FinancialEquity2.94%
FinancialEquity2.82%
FinancialEquity2.51%
HDFC Life Insurance Co Ltd.
FinancialEquity2.14%
L&T Technology Services Ltd.
EngineeringEquity1.99%
Oriental Nagpur Betul Highway Ltd.
ConstructionDebenture1.58%
ConstructionEquity1.34%
Oracle Financial Services Software Ltd.
TechnologyEquity1.19%
Divi's Laboratories Ltd.
HealthcareEquity1.18%
Indian Hotels Co. Ltd.
ServicesEquity1.08%
EngineeringEquity1.05%
FinancialEquity1.01%
FMCGEquity0.99%
MetalsEquity0.93%
ChemicalsEquity0.84%
ServicesEquity0.84%
HealthcareEquity0.82%
EnergyEquity0.78%
Aarti Industries Ltd.
ChemicalsEquity0.78%
Indiabulls Housing Finance Ltd.
FinancialDebenture0.78%
Dewan Housing Finance Corpn. Ltd.
FinancialDebenture0.71%
EnergyEquity0.61%
CommunicationEquity0.60%
Glaxosmithkline Consumer Healthcare Ltd.
FMCGEquity0.50%
Ambuja Cements Ltd.
ConstructionEquity0.39%
FinancialEquity0.39%
TechnologyEquity0.20%
LIC Housing Finance Ltd.
FinancialDebenture0.18%
EngineeringEquity0.14%
EngineeringEquity0.06%
Cons DurableEquity0.04%
Andhra Pradesh State
OthersSDL0.00%
See All

Minimum investment amounts

Min. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

Returns and rankings

Category: Hybrid Aggressive Hybrid
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns-3.1%4.5%6.3%11.3%
Category average3.9%17.4%18.7%NA
Rank with in categoryNANANANA
Understand terms

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

NA

Understand terms
Check past data

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

Fund house contact details

Address
7th Floor, Radhe Empire,Chandavarkar RoadBorivali (W), Mumbai Mumbai 400092
Phone
+91 22 6159 5441 / 42
Launch Date
13 May 2010
E-mail
NA
DHFL Pramerica 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,

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