DHFL Pramerica Hybrid Debt Fund Growth+0.01%

3Groww
4.10%
1 Year Return
Hybrid
Conservative
3.0 star
6M
1Y
3Y
5Y
All

Fund Details

DHFL Pramerica Hybrid Debt Fund Growth

RiskModerately High
Min SIP Amount₹500
Expense Ratio2.03%
NAV22.8 (28 Jul 2019)
Fund Started02 Nov 2007
Fund Size18 Cr

Returns

1Y
3Y*
5Y*
Since inception*
DHFL Pramerica Hybrid Debt Fund Growth
4.1%
6.3%
6.9%
7.3%
Category Average
3.9%
5.2%
3.8%
-
Rank within category
21
15
27
-
*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 4.1% annual returns

    Comparison

    Data not available
    Pros
    1. Age is more than 10 years
    2. 1Y Returns are higher than the benchmark
    Cons
    1. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
    2. Risk-adjusted returns are lower compared to the category
    3. Risk is higher compared to the benchmark
    4. Higher expense ratio
    5. 3Y Returns are lower than the benchmark
    6. 5Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    Oriental Nagpur Betul Highway Ltd.ConstructionDebenture10.8%
    Indiabulls Housing Finance Ltd.FinancialDebenture10.6%
    JM Financial Products Ltd.FinancialDebenture9.3%
    HDFC Bank Ltd.FinancialEquity7.4%
    State Bank of IndiaFinancialBonds/NCD5.5%
    Vodafone Idea Ltd.CommunicationDebenture5.5%
    IOT Utkal Energy Services Ltd.EnergyDebenture4.5%
    Reliance Industries Ltd.EnergyEquity3.8%
    HDB Financial Services Ltd.FinancialDebenture2.8%
    IOT Utkal Energy Services Ltd.EnergyDebenture2.2%
    See All

    Fund Managers

    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
    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

    Other Details

    DHFL Pramerica Hybrid Debt Fund Growth is a Hybrid Mutual Fund Scheme launched by DHFL Pramerica Mutual Fund. This scheme was introduced to investors on 02 Nov 2007. Abhisek Bahinipati, Alok Agarwal is the Current Fund Manager of DHFL Pramerica Hybrid Debt Fund Growth.The fund currently has an Asset Under Management(AUM) of ₹18 Cr and the Latest NAV as of 28 Jul 2019 is ₹22.8.

    The DHFL Pramerica Hybrid Debt Fund Growth is rated Moderately High risk. Minimum SIP Investment is 500. Minimum Lumpsum Investment is 5000. Exit load of 1.5% if units in excess of 10% are redeemed within 1 year.

    Investment Objective

    The objective of the fund is to generate regular income by investing primarily in investment grade fixed income securities / money market instruments, and to attain capital appreciation by investing a small portion in equity / equity relaated 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)

    ₹5000
    Min for First Investment
    ₹1000
    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 DHFL Pramerica Mutual Fund

    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,
    Invest Now
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    + ₹1,000
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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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