DHFL Pramerica Tax Plan Direct Growth

Equity
ELSS
Moderately High Risk
3Y Lock In
9.69%
3Y annualised
0.00% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 28 Jul 2019₹33.48
Min. SIP amountNot Supported
Rating4
Fund size₹33.95Cr

Return calculator

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

Returns and rankings

Category: Equity ELSS
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns-0.8%9.7%11.9%14.6%
Category average38.6%19.3%18.8%NA
Rank with in categoryNANANANA
Understand terms

Holdings (45)

NameSectorInstrumentAssets
FinancialEquity9.07%
EnergyEquity7.38%
FinancialEquity7.21%
FinancialEquity5.89%
TechnologyEquity5.77%
FMCGEquity5.00%
ConstructionEquity4.58%
State Bank of India
FinancialEquity4.06%
Tata Consultancy Services Ltd.
TechnologyEquity3.87%
FinancialEquity3.48%
See All

Expense ratio, exit load and tax

Expense ratio: NA

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Understand terms
Check past data

Minimum investment amounts

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

Fund management

Avinash Agarwal
Jul 2017 - Present
View details

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

Fund house & investment objective

Fund house contact details

Address
204, 2nd Floor, Jalaram Business Centre,Ganjawala LaneNear Chamunda Circle, Borivali (W) Mumbai 400092
Phone
022-61593000 / 1800-266-2667
Launch Date
13 May 2010
E-mail
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,

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