DHFL Pramerica Large Cap Fund Wealth Plan Dividend0.00%

2Groww
-0.69%
1 Year Return
Equity
Large Cap
2.0 star
6M
1Y
3Y
5Y
All

Fund Details

DHFL Pramerica Large Cap Fund Wealth Plan Dividend

RiskModerately High
Min SIP Amount₹500
Expense Ratio2.52%
NAV11.63 (28 Jul 2019)
Fund Started20 May 2009
Fund Size314 Cr

Returns

1Y
3Y*
5Y*
Since inception*
DHFL Pramerica Large Cap Fund Wealth Plan Dividend
-0.7%
7.3%
9.2%
12.9%
Category Average
0.2%
8.6%
11.1%
-
Rank within category
NA
NA
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 -0.7% annual returns

    Comparison

    Data not available
    Pros
    Found nothing so far.
    Cons
    Found nothing so far.

    Top Holdings

    NameSectorInstrument% Assets
    HDFC Bank Ltd.FinancialEquity9.8%
    Reliance Industries Ltd.EnergyEquity9.3%
    ICICI Bank Ltd.FinancialEquity8.4%
    Infosys Ltd.TechnologyEquity7.3%
    Axis Bank Ltd.FinancialEquity7.3%
    Tata Consultancy Services Ltd.TechnologyEquity6.6%
    ITC Ltd.FMCGEquity6.1%
    Larsen & Toubro Ltd.ConstructionEquity6.0%
    Kotak Mahindra Bank Ltd.FinancialEquity5.5%
    Housing Development Finance Corpn. Ltd.FinancialEquity5.2%
    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

    Other Details

    DHFL Pramerica Large Cap Fund Wealth Plan Dividend is a Equity Mutual Fund Scheme launched by DHFL Pramerica Mutual Fund. This scheme was introduced to investors on 20 May 2009. Alok Agarwal is the Current Fund Manager of DHFL Pramerica Large Cap Fund Wealth Plan Dividend.The fund currently has an Asset Under Management(AUM) of ₹314 Cr and the Latest NAV as of 28 Jul 2019 is ₹11.63.

    The DHFL Pramerica Large Cap Fund Wealth Plan Dividend is rated Moderately High risk. Minimum SIP Investment is 500. Minimum Lumpsum Investment is 5000. For units in excess of 10% of the investment, 1% will be charged for redemption within 12 months..

    Investment Objective

    The investment objective of the scheme is to generate long term capital growth from investment in diversified portfolio of equity and equity related securities.

    Tax Implications

    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.

    Scheme Information Document(SID)

    ₹5000
    Min for First Investment
    ₹1000
    Min for Second Investment
    For units in excess of 10% of the investment, 1% will be charged for redemption within 12 months.
    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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