DHFL Pramerica Long Term Equity Fund Direct-Growth+0.07%

3Groww
1.02%
1 Year Return
Equity
ELSS
3.0 star
6M
1Y
3Y
All

Fund Details

DHFL Pramerica Long Term Equity Fund Direct-Growth

RiskModerately High
Min SIP Amount₹500
Expense Ratio0.79%
NAV14.8 (23 Jul 2019)
Fund Started11 Dec 2015
Fund Size332 Cr

Returns

1Y
3Y*
5Y*
Since inception*
DHFL Pramerica Long Term Equity Fund Direct-Growth
1.0%
10.4%
NA
11.7%
Category Average
-4.6%
11.9%
13.7%
-
Rank within category
11
13
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    Estimated Value
    as per Historical Returns
    30
    with 1.0% annual returns

    Comparison

    Data not available
    Pros
    1. Risk is lower compared to the benchmark
    2. 1Y Returns are higher than the benchmark
    3. 3Y Returns are higher than the benchmark
    4. Exit load is zero
    Cons
    1. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low

    Top Holdings

    NameSectorInstrument% Assets
    FinancialEquity9.5%
    EnergyEquity7.6%
    FinancialEquity7.6%
    TechnologyEquity5.7%
    FinancialEquity5.3%
    FMCGEquity4.6%
    FinancialEquity4.1%
    State Bank of IndiaFinancialEquity4.0%
    Tata Consultancy Services Ltd.TechnologyEquity3.7%
    ConstructionEquity3.5%
    See All

    Fund Managers

    addAvinash Agarwal
    Education
    He has pursued B.Com (H) and PGDM from IIM-L.
    Experience
    Prior to joining DHFL Pramerica 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

    Investment Objective

    The primary objective of the Scheme is to generate long-term capital appreciation by predominantly investing in equity & equity related instruments and to enable eligible investors to avail deduction from total income, as permitted under the Income Tax Act, 1961 as amended from time to time. However, there is no assurance that the investment objective shall be realized.

    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

    DHFL Pramerica Mutual Fund started their mutual fund on 13/05/2010 and its managing total assets of ₹25,191 Cr. Its ranked at 15 as per total assets at end of 30th Sep 2017.

    DHFL was established in the year 1984 and it aimed to provide financial access to the middle and lower income strata of the society. Today, it is one of the most trusted and leading financial brands in India.

    When it comes to the mutual fund space, this AMC provides funds across various categories and its main vision is financial inclusion, which means that their motto is to bring financial awareness to people in remote cities and towns. DHFL is therefore present in 351 locations across the country.

    DHFL Pramerica Trustees Private Limited acts as the trustee company of DHFL Pramerica Mutual Fund and makes sure that all transactions are in accordance with the rules and regulations set-up by SEBI.

    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
    Enter investment amount
    + ₹1,000
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    + ₹10,000
    ONE TIME
    MONTHLY SIP
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    Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing.
    Past performance is not indicative of future returns. Please consider your specific investment requirements, risk tolerance, investment goal, time frame, risk and reward balance and the cost associated with the investment before choosing a fund, or designing a portfolio that suits your needs.
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