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  2. DHFL Pramerica Equity Income Fund - Growth Option

DHFL Pramerica Equity Income Fund - Growth Option

Category: Balanced Funds Equity Savings
Launch Date: 29-01-2004
Asset Class: Mixed Asset
Benchmark: Not Available
Expense Ratio: 1.75% As on (29-09-2017)
Status: Open Ended Schemes(Growth) for subscription
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 28.45 Cr As on (29-09-2017)
Turn over: 87.0
NAV as on 21-02-2018

29.6279

0.07 (0.2197%)

CAGR Since Inception

8.02%

PERFORMANCE of DHFL Pramerica Equity Income Fund - Growth Option

Scheme Performance (%)

Data as on - 22-02-2018

Yearly Performance (%)

Fund Managers

Mr. Kumaresh Ramakrishnan, Mr.. Alok Agarwal

Mr. Ramakrishnan is a B.E from Mumbai University and MBA from NMIMS (Mumbai). Prior to joining DWS AMC he has worked with Societe Generale and CARE.

Investment Objective

The scheme seeks to provide capital appreciation and income distribution to the investors by using equity and equity related instruments, arbitrage opportunities and investments in debt and money market instruments.

RETURNS CALCULATOR for DHFL Pramerica Equity Income Fund - Growth Option

Growth of 10000 In SIP (Fund vs Benchmark)

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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 Equity Income Fund - Growth Option

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
DHFL Pramerica Equity Income Fund - Growth Option 4.17 1.93 1.61 0.46 9.45 3.5
Balanced Funds Equity Savings - - - - - -

PEER COMPARISION of DHFL Pramerica Equity Income Fund - Growth Option

Period
Data as on - 22-02-2018
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
DHFL Pramerica Equity Income Fund - Growth Option 29-01-2004 7.02 8.86 7.56 9.63 7.59
Reliance Equity Savings Fund- Growth Plan- Growth Option 30-05-2015 11.06 13.14 0.0 0.0 0.0
Edelweiss Equity Savings Advantage Fund - Regular Plan - Growth Option 13-10-2014 10.74 10.66 6.85 0.0 0.0
Kotak Equity Savings Fund - Regular - Growth 13-10-2014 9.93 10.92 7.84 0.0 0.0
SBI Equity Savings Fund - Regular Plan - Growth 27-05-2015 9.7 11.48 0.0 0.0 0.0
HDFC Equity Savings Fund -Growth 17-09-2004 9.33 17.26 10.14 10.74 9.87
Principal Equity Savings Fund - Growth Option 23-05-2002 9.26 10.87 6.65 7.15 6.93
L&T Equity Savings Fund - Regular Plan - Growth 18-10-2011 8.81 10.59 6.37 9.23 0.0
DSP BlackRock Equity Savings Fund - Regular Plan - Growth 28-03-2016 8.81 0.0 0.0 0.0 0.0
Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth 28-11-2014 7.24 12.82 7.49 0.0 0.0

PORTFOLIO ANALYSIS of DHFL Pramerica Equity Income Fund - Growth Option

Asset Allocation (%)

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