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DHFL Pramerica Tax Plan Growth

Equity
ELSS
Moderately High Risk
3Y Lock Inlock
-2.80%
1Y return
0.00% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 28 Jul 2019₹30.43
Min. SIP AmountNA
Rating3star
Fund Size₹33.95 Cr

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

Pros and cons

Category: Equity ELSS

Pros

  • Age is more than 10 years
  • Exit load is zero

Cons

  • Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
  • Higher expense ratio - 2.30737458%
  • 1Y Returns are lower than the category average returns
  • 3Y Returns are lower than the category average returns
  • 5Y Returns are lower than the category average returns
  • 10Y Returns are lower than the category average returns

Expense ratio, exit load and tax

Expense ratio: 2.30737458%

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Upto Rs. 1.5 lac will be tax free under 80C. Lockin of 3 years. Returns will be taxed at 10%.

Understand termsinfo

Fund management

Avinash Agarwal
Jul 2017 - Present
View Details
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Fund house & investment objective

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Fund house contact details

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