6M
1Y
3Y
5Y
All
Fund Details
DHFL Pramerica Tax Plan Direct Growth
| Risk | Moderately High |
|---|---|
| Min SIP Amount | Not Supported |
| Expense Ratio | NaN% |
| NAV | ₹33.48 (28 Jul 2019) |
|---|---|
| Fund Started | 01 Jan 2013 |
| Fund Size | ₹34 Cr |
Returns
1Y
3Y*
5Y*
Since inception*
Fund Returns
-0.8%
9.7%
11.9%
14.5%
Category Average
53.0%
8.1%
12.7%
-
Rank Within Category
-
-
-
-
*All returns are annualized.
SIP
Minimum SIP amount₹500
Amount Per Month₹5,000
Duration
1Y back
3Y back
5Y back
Would have become
₹0
with -0.8% returns per annum
Comparison
Data not available
Pros
1. 3Y Returns are higher than the category average returns
2. Exit load is zero
Cons
1. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
2. 1Y Returns are lower than the category average returns
3. 5Y Returns are lower than the category average returns
Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| HDFC Bank Ltd. | Financial | Equity | 9.1% |
| Reliance Industries Ltd. | Energy | Equity | 7.4% |
| ICICI Bank Ltd. | Financial | Equity | 7.2% |
| Axis Bank Ltd. | Financial | Equity | 5.9% |
| Infosys Ltd. | Technology | Equity | 5.8% |
| ITC Ltd. | FMCG | Equity | 5.0% |
| Larsen & Toubro Ltd. | Construction | Equity | 4.6% |
| State Bank of India | Financial | Equity | 4.1% |
| Tata Consultancy Services Ltd. | Technology | Equity | 3.9% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 3.5% |
See All
Fund Managers
Avinash Agarwal
DHFL Pramerica Tax Plan Direct Growth Details
DHFL Pramerica Tax Plan Direct Growth is a Equity Mutual Fund Scheme launched by PGIM India Mutual Fund. This scheme was made available to investors on 01 Jan 2013. Avinash Agarwal is the Current Fund Manager of DHFL Pramerica Tax Plan Direct Growth fund.The fund currently has an Asset Under Management(AUM) of ₹34 Cr and the Latest NAV as of 28 Jul 2019 is ₹33.48.
The DHFL Pramerica Tax Plan Direct Growth is rated Moderately High risk. Minimum SIP Investment is set to 500.
Investment Objective
The scheme aims to generate long term capital appreciation from a portfolio that is invested predominantly in equity and equity related instruments.
Tax Implications
Upto Rs. 1.5 lac will be tax free under 80C. Lockin of 3 years. Returns will be taxed at 10%.
Scheme Information Document(SID)
Not Supported
Min for First Investment
Not Supported
Min for Second Investment
Nil
Exit Load
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About PGIM India Mutual Fund
Address
Nirlon House, 2nd Floor, Dr. Annie Besant Road, Worli, Mumbai - 400 030
Phone
022-61593000
Launch Date
13 May 2010
E-mail
[email protected]Website
NAPGIM India Mutual Fund
Asset Management Company
Custodian
NA
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
Email
[email protected]Website
www.karvymfs.com