DHFL Pramerica Tax Plan Direct Growth0.00%

4Groww
-0.80%
1 Year Return
Equity
ELSS
4.0 star
6M
1Y
3Y
5Y
All

Fund Details

DHFL Pramerica Tax Plan Direct Growth

RiskModerately High
Min SIP AmountNot Supported
Expense Ratio1.47%
NAV33.48 (28 Jul 2019)
Fund Started01 Jan 2013
Fund Size34 Cr

Returns

1Y
3Y*
5Y*
Since inception*
DHFL Pramerica Tax Plan Direct Growth
-0.8%
9.7%
11.9%
14.6%
Category Average
-6.3%
6.2%
9.9%
-
Rank within category
NA
NA
NA
-
*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
    0
    with -0.8% annual returns

    Comparison

    Data not available
    Pros
    Found nothing so far.
    Cons
    Found nothing so far.

    Top Holdings

    NameSectorInstrument% Assets
    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 IndiaFinancialEquity4.1%
    Tata Consultancy Services Ltd.TechnologyEquity3.9%
    Kotak Mahindra Bank Ltd.FinancialEquity3.5%
    See All

    Fund Managers

    addAvinash Agarwal
    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.
    Funds Managed

    Other Details

    DHFL Pramerica Tax Plan Direct Growth is a Equity Mutual Fund Scheme launched by DHFL Pramerica Mutual Fund. This scheme was introduced to investors on 01 Jan 2013. Avinash Agarwal is the Current Fund Manager of DHFL Pramerica Tax Plan Direct Growth.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 500. Minimum Lumpsum Investment is 500. Nil.

    Investment Objective

    The investment objective is to generate long term capital appreciation from the portfolio that is invested predominantly in equity and equity related instruments, along with income tax benefit ( as per the I T Act prevalent from time to time).

    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)

    ₹500
    Min for First Investment
    ₹500
    Min for Second Investment
    Nil
    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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