DHFL Pramerica Large Cap Fund Wealth Plan IDCW

Equity
Large Cap
Moderately High Risk
Payout
7.35%
3Y annualised
0.00% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 28 Jul 2019₹11.63
Min. SIP amountNot Supported
Rating2
Fund size₹313.69Cr

Return calculator

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

Returns and rankings

Category: Equity Large Cap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns-0.7%7.3%9.2%12.9%
Category average-1.3%16.2%11.7%NA
Rank with in categoryNANANANA
Understand terms

Holdings (27)

NameSectorInstrumentAssets
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

Expense ratio, exit load and tax

Expense ratio: 2.52%

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

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.

Understand terms
Check past data

Minimum investment amounts

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

Fund management

Alok Agarwal
Jul 2017 - 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
4th Floor, C Wing,Laxmi Towers,Bandra Kurla Complex, Bandra (East), Mumbai 400051
Phone
022-61593000 / 1800-266-2667
Launch Date
13 May 2010
Website
NA
PGIM India 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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