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DHFL Pramerica Tax Plan Direct Growth
ELSS • 3Y Lock-in
Equity
ELSS
Moderately High Risk
+9.69%
3Y annualised
0.00% 1D
NAV: 28 Jul '19
₹33.48
Min. SIP amount
Not Supported
Fund size
₹33.95 Cr
Expense ratio
0.00%
Holdings (45)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| HDFC Bank Ltd. | Financial | Equity | 9.07% |
| Reliance Industries Ltd. | Energy | Equity | 7.38% |
| ICICI Bank Ltd. | Financial | Equity | 7.21% |
| Axis Bank Ltd. | Financial | Equity | 5.89% |
| Infosys Ltd. | Technology | Equity | 5.77% |
| ITC Ltd. | FMCG | Equity | 5.00% |
| Larsen & Toubro Ltd. | Construction | Equity | 4.58% |
| State Bank of India | Financial | Equity | 4.06% |
| Tata Consultancy Services Ltd. | Technology | Equity | 3.87% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 3.48% |
| Housing Development Finance Corpn. Ltd. | Financial | Equity | 2.84% |
| Kei Industries Ltd. | Engineering | Equity | 2.14% |
| Power Grid Corporation of India Ltd. | Energy | Equity | 2.01% |
| Hindustan Unilever Ltd. | FMCG | Equity | 1.90% |
| Bharat Electronics Ltd. | Engineering | Equity | 1.84% |
| Divi's Laboratories Ltd. | Healthcare | Equity | 1.69% |
| HDFC Life Insurance Co Ltd. | Financial | Equity | 1.57% |
| Asian Paints Ltd. | Chemicals | Equity | 1.44% |
| Indian Hotels Co. Ltd. | Services | Equity | 1.39% |
| National Thermal Power Corp. Ltd. | Energy | Equity | 1.32% |
| Coromandel International Ltd. | Chemicals | Equity | 1.31% |
| Cipla Ltd. | Healthcare | Equity | 1.21% |
| Marico Ltd. | FMCG | Equity | 1.20% |
| Thermax Ltd. | Engineering | Equity | 1.12% |
| Havells India Ltd. | Engineering | Equity | 1.11% |
| GAIL (India) Ltd. | Energy | Equity | 1.10% |
| Mahindra CIE Automotive Ltd. | Metals | Equity | 1.09% |
| Bharti Airtel Ltd. | Communication | Equity | 1.08% |
| L&T Technology Services Ltd. | Engineering | Equity | 1.03% |
| Federal Bank Ltd. | Financial | Equity | 1.02% |
| Hindustan Zinc Ltd. | Metals | Equity | 1.01% |
| ACC Ltd. | Construction | Equity | 1.01% |
| Ambuja Cements Ltd. | Construction | Equity | 1.00% |
| Engineers India Ltd. | Construction | Equity | 1.00% |
| Tata Metaliks Ltd. | Metals | Equity | 1.00% |
| Century Plyboards (India) Ltd. | FMCG | Equity | 0.99% |
| Bajaj Finance Ltd. | Financial | Equity | 0.98% |
| Hindustan Petroleum Corpn. Ltd. | Energy | Equity | 0.94% |
| Vardhman Textiles Ltd. | Textiles | Equity | 0.94% |
| Schaeffler India Ltd. | Engineering | Equity | 0.93% |
| Dr. Reddy's Laboratories Ltd. | Healthcare | Equity | 0.90% |
| Aarti Industries Ltd. | Chemicals | Equity | 0.68% |
| The Ramco Cements Ltd. | Construction | Equity | 0.46% |
| Vodafone Idea Ltd. | Communication | Equity | 0.43% |
| Dhanuka Agritech Ltd. | Chemicals | Equity | 0.19% |
See All
Minimum investments
Min. for 1st investment
Not Supported
Min. for 2nd investment
Not Supported
Min. for SIP
Not Supported
Returns and rankings
Annualised returns
Absolute returns
| Name | 1Y | 3Y | 5Y | All |
|---|---|---|---|---|
| Fund returns | -0.8% | +9.7% | +11.9% | +14.6% |
| Category average (Equity ELSS) | +2.4% | +16.4% | +16.5% | -- |
| Rank (Equity ELSS) | -- | -- | -- | -- |
Exit load, stamp duty and tax
Exit load
Nil
Stamp duty on investment: 0.005% (from July 1st, 2020)
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.
Check past data
Compare similar funds
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
SBI ELSS Tax Saver Fund Direct Growth | +7.81% | +23.97% | 32,608.80 | |
WhiteOak Capital ELSS Tax Saver Fund Direct Growth | +8.31% | +22.58% | 448.30 | |
HDFC ELSS Tax Saver Fund Direct Plan Growth | +12.09% | +21.73% | 17,163.37 | |
Quantum ELSS Tax Saver Fund Direct Growth | +6.49% | +17.80% | 227.26 | |
Parag Parikh ELSS Tax Saver Fund Direct Growth | +6.99% | +17.76% | 5,914.69 | |
| Compare | ||||
About DHFL Pramerica Tax Plan Direct Growth
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. The fund currently has an Asset Under Management(AUM) of ₹27,237 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.
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Investment Objective
The scheme aims to generate long term capital appreciation from a portfolio that is invested predominantly in equity and equity related instruments.
Fund benchmarkBSE 200 Total Return Index
Fund house
Rank (total assets)#26 in India
Total AUM₹27,237.32 Cr
Date of Incorporation13 May 2010
Launch Date13 May 2010
Address7th Floor, Radhe Empire,Chandavarkar RoadBorivali (W), Mumbai Mumbai 400092
Websitewww.karvymfs.com
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,