DHFL Pramerica Hybrid Debt Fund Direct Plan Dividend Monthly+0.01%

5.96%
1 Year Return
Hybrid
Conservative
3.0star
6M
1Y
3Y
5Y
All

Fund Details

DHFL Pramerica Hybrid Debt Fund Direct Plan Dividend Monthly

RiskModerately High
Min SIP AmountNot Supported
Expense Ratio0.71%
NAV10.98 (28 Jul 2019)
Fund Started24 Apr 2017
Fund Size18 Cr

Returns

1Y
3Y*
5Y*
Since inception*
DHFL Pramerica Hybrid Debt Fund Direct Plan Dividend Monthly
6.0%
8.1%
8.4%
8.4%
Category Average
5.2%
4.2%
6.3%
-
Rank within category
18
10
19
-
*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
    0
    with 6.0% annual returns

    Comparison

    Data not available
    Pros
    1. 1Y Returns are higher than the category average returns
    2. 3Y Returns are higher than the category average returns
    3. 5Y Returns are higher than the category average returns
    Cons
    1. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low

    Top Holdings

    NameSectorInstrument% Assets
    Oriental Nagpur Betul Highway Ltd.ConstructionDebenture10.8%
    Indiabulls Housing Finance Ltd.FinancialDebenture10.6%
    IOT Utkal Energy Services Ltd.EnergyDebenture4.5%
    IOT Utkal Energy Services Ltd.EnergyDebenture2.2%
    HDFC Life Insurance Co Ltd.FinancialEquity1.6%
    HDFC Asset Management Company Ltd.FinancialEquity0.1%

    Fund Managers

    addKumaresh Ramakrishnan
    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.
    Funds Managed
    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

    DHFL Pramerica Hybrid Debt Fund Direct Plan Dividend Monthly Details

    DHFL Pramerica Hybrid Debt Fund Direct Plan Dividend Monthly is a Hybrid Mutual Fund Scheme launched by PGIM India Mutual Fund. This scheme was made available to investors on 24 Apr 2017. Abhisek Bahinipati, Alok Agarwal is the Current Fund Manager of DHFL Pramerica Hybrid Debt Fund Direct Plan Dividend Monthly fund.The fund currently has an Asset Under Management(AUM) of ₹18 Cr and the Latest NAV as of 28 Jul 2019 is ₹10.98.

    The DHFL Pramerica Hybrid Debt Fund Direct Plan Dividend Monthly is rated Moderately High risk. Minimum SIP Investment is set to 500. Exit load of 1.5% if units in excess of 10% are redeemed within 1 year

    Investment Objective

    The Scheme seek to generate returns through investment primarily in Debt and Money Market Instruments and to generate capital appreciation by investing in equity and equity related instruments.

    Tax Implications

    Returns are taxed as per your Income Tax slab, if sold before 3 years. Negligible Tax (20% with indexation benefit) post 3 years.

    Scheme Information Document(SID)

    Not Supported
    Min for First Investment
    Not Supported
    Min for Second Investment
    Exit load of 1.5% if units in excess of 10% are redeemed within 1 year
    Exit Load

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    About PGIM India Mutual Fund

    Address
    Nirlon House, 2nd Floor, Dr. Annie Besant Road, Worli, Mumbai - 400 030
    Phone
    022-61593000
    Launch Date
    13 May 2010
    Website
    NA
    PGIM India Mutual Fund
    Asset Management Company
    Custodian
    NA
    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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