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DHFL Pramerica Diversified Equity Fund - Regular Plan - Growth Option

Category: Equity Funds Diversified
Launch Date: 25-02-2015
Asset Class: Equity
Benchmark: S&P BSE 200
Expense Ratio: 2.7% As on (30-04-2018)
Status: Open Ended Schemes(Growth) for subscription
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 100.11 Cr As on (30-04-2018)
Turn over: 229%
NAV as on 25-05-2018

13.11

0.16 (1.2204%)

CAGR Since Inception

8.7%

S&P BSE 200 13.87%

PERFORMANCE of DHFL Pramerica Diversified Equity Fund - Regular Plan - Growth Option

Scheme Performance (%)

Data as on - 25-05-2018

Yearly Performance (%)

Fund Managers

Mr.. Alok Agarwal

Mr. Agarwal is a CA, CFA, MS (Finance) and M.Com. Prior to joining DHFL Pramerica Mutual Fund he was associated with Deutsche Asset Management (I) Pvt. Ltd. (Jun 2014-Mar 2016) as Portfolio Manager (Equity), Deutsche Bank AG (Nov 2010-Jun 2014) as Portfolio Manager (Equity), K.R. Choksey Shares & Securities (Mar 2008-Nov 2010) as PMS-Head Portfolio Manager (Equity), E-nxt Finacials Ltd. (Aug 2007-Mar 2008) as Manager (Equity Research) and Pinnacle Academy (Jun 2002-Aug 2007) as Author, Head Faculty.

Investment Objective

The scheme seeks to generate income & capital appreciation by predominantly investing in an actively managed diversified portfolio of equity & equity related instruments including derivatives.

RETURNS CALCULATOR for DHFL Pramerica Diversified Equity Fund - Regular Plan - Growth Option

Growth of 10000 In SIP (Fund vs Benchmark)

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Period :
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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

riskometer

Key Performance and Risk Statistics of DHFL Pramerica Diversified Equity Fund - Regular Plan - Growth Option

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
DHFL Pramerica Diversified Equity Fund - Regular Plan - Growth Option - - 0.76 1.12 - -
Equity Funds Diversified - - - - - -

PEER COMPARISION of DHFL Pramerica Diversified Equity Fund - Regular Plan - Growth Option

Period
Data as on - 25-05-2018
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
DHFL Pramerica Diversified Equity Fund - Regular Plan - Growth Option 25-02-2015 7.02 17.04 9.52 0.0 0.0
Axis Focused 25 Fund - Growth Option 29-06-2012 23.65 25.17 15.84 18.14 0.0
Axis Bluechip Fund - Growth 05-01-2010 21.43 18.74 11.39 15.72 0.0
BOI AXA Large & Mid Cap Equity Fund Eco Plan- Growth 21-10-2008 20.76 19.99 11.97 16.86 0.0
Invesco India Contra Fund - Growth 11-04-2007 19.98 24.19 15.45 23.9 15.59
Tata Retirement Savings Fund -Regular Plan -Progressive -Growth 01-11-2011 19.84 25.29 15.91 20.12 0.0
BOI AXA Large & Mid Cap Equity Fund Regular Plan- Growth 21-10-2008 19.8 19.09 11.13 16.03 0.0
Parag Parikh Long Term Equity Fund - Regular Plan - Growth 28-05-2013 18.14 18.07 12.22 18.81 0.0
UTI - Equity Fund-Growth Option 01-08-2005 18.09 16.79 10.2 16.9 13.13
Principal Dividend Yield Fund-Growth Plan 15-10-2004 17.48 25.97 14.09 16.9 10.77

PORTFOLIO ANALYSIS of DHFL Pramerica Diversified Equity Fund - Regular Plan - Growth Option

Asset Allocation (%)

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