Name: DHFL Pramerica Tax Plan Direct Growth
Brand: PGIM India Mutual Fund

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DHFL Pramerica Tax Plan Direct Growth
Equity
ELSS
Moderately High Risk
3Y Lock Inlock
-0.80%
1Y return
0.00% 1D
1M
6M
1Y
3Y
5Y
All
 NAV: 28 Jul 2019₹33.48
Min. SIP amountNA
Rating4star
Fund size₹33.95 Cr
Understand termsAnnualised returnsAverage of the yearly returns of a mutual fund over a given period.
Absolute returnsThe total return of a mutual fund over a given period.
Returns and rankingsCategory: Equity ELSS
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns-0.8%9.7%11.9%14.6%
Category average54.9%14.2%14.3%NA
Rank with in categoryNANANANA
Understand termsinfo
Holdings (45)NameSectorInstrumentAssets
HDFC Bank Ltd.
FinancialEquity9.1%
Reliance Industries Ltd.
EnergyEquity7.4%
ICICI Bank Ltd.
FinancialEquity7.2%
Axis Bank Ltd.
FinancialEquity5.9%
Infosys Ltd.
TechnologyEquity5.8%
ITC Ltd.
FMCGEquity5.0%
Larsen & Toubro Ltd.
ConstructionEquity4.6%
State Bank of India
FinancialEquity4.1%
Tata Consultancy Services Ltd.
TechnologyEquity3.9%
Kotak Mahindra Bank Ltd.
FinancialEquity3.5%
See All
Understand termsExpense ratioA fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company’s fund assets used for administrative, management, advertising, and other expenses.
TaxA percentage of your capital gains payable to the government upon exiting your mutual fund investments. Taxation is categorized as long-term capital gains (LTCG) and short-term capital gains (STCG) depending on your holding period and the type of fund.
Exit loadA fee payable to a mutual fund house for exiting a fund (fully or partially) before the completion of a specified period from the date of investment.
Stamp dutyA form of tax payable for the purchase or sale of an asset or security. 
Past expense ratio & exit load
Exit load
01 Jan 2013
NA
Expense ratio, exit load and taxExpense ratio: NAInclusive of GST
Exit loadNil
Stamp duty0.005% (from July 1st, 2020)
Tax implicationUpto Rs. 1.5 lac will be tax free under 80C. Lockin of 3 years. Returns will be taxed at 10%.
Understand termsinfo
Check past data
Minimum investment amountsMin. for 1st investmentNA
Min. for 2nd investment onwardsNA
Min. for SIPNA
Fund managementAvinash Agarwal
Jul 2017 - Present
View details
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Education
He has pursued B.Com (H) and PGDM from IIM-L.
Experience
Prior to joining PGIM India Mutual Fund he was associated with Sundaram Mutual Fund (Feb 2008-Jul 2016) as Assistant Fund Manager - Equities, Irevna Research (Aug 2006-Jan 2008) as a Manager in Investment Research and Aranca as a Research Analyst.
Also manages these schemes
PGIM India Long Term Equity Fund Regular Growth
PGIM India Long Term Equity Fund Regular IDCW
PGIM India Long Term Equity Fund Direct IDCW
PGIM India Long Term Equity Fund Direct Growth
DHFL Pramerica Tax Plan Growth
DHFL Pramerica Tax Plan IDCW
DHFL Pramerica Tax Plan Direct Growth
Fund house & investment objective
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PGIM India Mutual Fund
Rank (total assets)#26 in India
Total AUM6,924.71 Cr
Date of Incorporation13 May 2010
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 o
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 13 May 2010. 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 ₹6,925 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. ...Read more
Investment Objective
The scheme aims to generate long term capital appreciation from a portfolio that is invested predominantly in equity and equity related instruments.
The scheme aims to generate long term capital appreciation from a portfolio that is invested predominantly in equity and equity related instruments.
...Read more
Fund benchmarkS&P BSE 200 TRI
descriptionScheme Information Document(SID)
Fund house contact details
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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
NA
PGIM 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
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	1Y	3Y	5Y	All
Fund returns	-0.8%	9.7%	11.9%	14.6%
Category average	54.9%	14.2%	14.3%	NA
Rank with in category	NA	NA	NA	NA

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%

Rating	4
Fund size	₹33.95 Cr

Rank (total assets)	#26 in India
Total AUM	6,924.71 Cr