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
Rating
2
Min. SIP amount
Not Supported
Fund size
₹313.69Cr

Return calculator

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

Holdings (29)

NameSectorInstrumentAssets
FinancialEquity9.80%
EnergyEquity9.29%
FinancialEquity8.39%
TechnologyEquity7.34%
FinancialEquity7.31%
Tata Consultancy Services Ltd.
TechnologyEquity6.61%
FMCGEquity6.06%
ConstructionEquity5.97%
FinancialEquity5.47%
FinancialEquity5.21%
State Bank of India
FinancialEquity3.60%
HDFC Life Insurance Co Ltd.
FinancialEquity3.15%
Divi's Laboratories Ltd.
HealthcareEquity2.45%
FMCGEquity2.20%
FinancialEquity1.92%
Maruti Suzuki India Ltd.
AutomobileEquity1.39%
ConstructionEquity1.39%
Aarti Industries Ltd.
ChemicalsEquity1.39%
FMCGEquity1.22%
EngineeringEquity1.20%
MetalsEquity1.12%
HealthcareEquity1.04%
EnergyEquity1.01%
Indian Hotels Co. Ltd.
ServicesEquity0.56%
FinancialEquity0.38%
EngineeringEquity0.23%
EngineeringEquity0.14%
Arti Surfactants Ltd.
ChemicalsEquity0.04%
Cons DurableEquity0.03%
See All

Minimum investment amounts

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

Returns and rankings

Category: Equity Large Cap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns-0.7%7.3%9.2%12.9%
Category average-4.6%15.1%20.2%NA
Rank with in categoryNANANANA
Understand terms

Peer Comparison

Equity, Large Cap fundsRating1Y3YFund Size(Cr)
2
NANA6,397.58
2
NANA313.69

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 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.

Understand terms
Check past data

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
7th Floor, Radhe Empire,Chandavarkar RoadBorivali (W), Mumbai Mumbai 400092
Phone
+91 22 6159 5441 / 42
Launch Date
13 May 2010
E-mail
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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