DHFL Pramerica Medium Term Fund Direct Dividend Yearly+0.01%

2Groww
-49.99%
1 Year Return
Debt
Medium Duration
2.0 star
6M
1Y
3Y
5Y
All

Fund Details

DHFL Pramerica Medium Term Fund Direct Dividend Yearly

RiskModerate
Min SIP Amount₹500
Expense Ratio0.30%
NAV4.8 (22 Jun 2019)
Fund Started07 Feb 2017
Fund Size18 Cr

Returns

1Y
3Y*
5Y*
Since inception*
DHFL Pramerica Medium Term Fund Direct Dividend Yearly
-50.0%
-16.5%
-6.5%
-5.2%
Category Average
5.1%
6.3%
7.7%
-
Rank within category
17
16
13
-
*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 -50.0% annual returns

    Comparison

    Data not available
    Pros
    1. Lower expense ratio
    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. 1Y Returns are lower than the benchmark
    5. 3Y Returns are lower than the benchmark
    6. 5Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    Dewan Housing Finance Corpn. Ltd.FinancialDebenture45.9%
    Dewan Housing Finance Corpn. Ltd.FinancialDebenture21.1%
    GOISovereignGOI Sec20.9%
    See All

    Fund Managers

    addPuneet Pal
    Education
    Mr. Pal is a B.Com (H) and MBA from SIBM Pune.
    Experience
    Prior to joining DHFL Pramerica Mutual Fund, he has worked with BNP Paribas AMC as Head Fixed Income, UTI AMC as Sr. Vice President & Fund Manager & TATA AMC as Fund Manager.
    Funds Managed

    Other Details

    DHFL Pramerica Medium Term Fund Direct Dividend Yearly is a Debt Mutual Fund Scheme launched by DHFL Pramerica Mutual Fund. This scheme was introduced to investors on 07 Feb 2017. Puneet Pal is the Current Fund Manager of DHFL Pramerica Medium Term Fund Direct Dividend Yearly.The fund currently has an Asset Under Management(AUM) of ₹18 Cr and the Latest NAV as of 22 Jun 2019 is ₹4.8.

    The DHFL Pramerica Medium Term Fund Direct Dividend Yearly is rated Moderate risk. Minimum SIP Investment is 500. Minimum Lumpsum Investment is 5000. Exit load of 1% if redeemed within 1 month.

    Investment Objective

    The investment objective is to generate income and capital appreciation by investing in a portfolio of high quality debt securities and money market instruments. There can be no assurance that the investment objective of the Scheme will be realized.

    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% if redeemed within 1 month
    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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