DHFL Pramerica Equity Savings Fund - Regular - Annual Dividend+0.02%

6.2%
1 Year Return
Hybrid
Equity Savings
3.0 star
1Y
3Y
5Y

Fund Details

DHFL Pramerica Equity Savings Fund - Regular - Annual Dividend

RiskModerately High
Min SIP Amount₹500
Expense Ratio1.25%
NAV14.4 (18-Apr-2019)
Fund Started29-Jan-2004
Fund Size28 Cr

Returns

1Y
3Y*
5Y*
Since inception*
DHFL Pramerica Equity Savings Fund - Regular - Annual Dividend
6.2%
7.4%
9.6%
7.9%
Category Average
4.0%
8.8%
NA
-
Rank within category
4
9
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    30
    with 6.2% annual returns

    Comparison

    Data not available
    Pros
    1. Age is more than 10 years
    Cons
    1. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
    2. Risk is higher compared to the benchmark
    3. 1Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    SBI Cards & Payments Services Ltd.FinancialDebenture9.8%
    FinancialEquity9.3%
    FinancialEquity8.6%
    FinancialEquity8.0%
    FinancialEquity7.6%
    FinancialFixed Deposits7.4%
    Tata Consultancy Services Ltd.TechnologyEquity7.4%
    FMCGEquity5.2%
    EnergyEquity5.0%
    FinancialFixed Deposits3.6%
    See All

    Fund Managers

    addAlok Agarwal
    Education
    Mr. Agarwal is a CA, CFA, MS (Finance) and M.Com.
    Experience
    Prior to joining DHFL Pramerica 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.
    Funds Managed
    addKumaresh Ramakrishnan
    Education
    Mr. Ramakrishnan is a B.E from Mumbai University and MBA from NMIMS (Mumbai).
    Experience
    Prior to joining DWS AMC he has worked with Societe Generale and CARE.
    Funds Managed

    About DHFL Pramerica Mutual Fund

    DHFL Pramerica Mutual Fund started their mutual fund on 13/05/2010 and its managing total assets of ₹25,191 Cr. Its ranked at 15 as per total assets at end of 30th Sep 2017.

    DHFL was established in the year 1984 and it aimed to provide financial access to the middle and lower income strata of the society. Today, it is one of the most trusted and leading financial brands in India.

    When it comes to the mutual fund space, this AMC provides funds across various categories and its main vision is financial inclusion, which means that their motto is to bring financial awareness to people in remote cities and towns. DHFL is therefore present in 351 locations across the country.

    DHFL Pramerica Trustees Private Limited acts as the trustee company of DHFL Pramerica Mutual Fund and makes sure that all transactions are in accordance with the rules and regulations set-up by SEBI.

    Address
    Nirlon House, 2nd Floor, Dr. Annie Besant Road, Worli, Mumbai - 400 030
    Phone
    022-61593000
    Launch Date
    12 May 2010
    DHFL Pramerica Mutual Fund
    Asset Management Company
    Custodian
    Standard Chartered Bank
    Registrar & Transfer Agent
    Karvy
    Address
    Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
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    Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing.
    Past performance is not indicative of future returns. Please consider your specific investment requirements, risk tolerance, investment goal, time frame, risk and reward balance and the cost associated with the investment before choosing a fund, or designing a portfolio that suits your needs.
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