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DHFL Pramerica Hybrid Equity Fund Wealth Plan- Growth Option

(Erstwhile DHFL Pramerica Balanced Advantage Fund Wealth Plan- Growth Option)

Category: Hybrid: Aggressive
Launch Date: 27-04-2009
Asset Class: Mixed Asset
Benchmark: CRISIL Hybrid 35+65 Aggressive Index
Expense Ratio: 2.85% As on (30-06-2018)
Status: Open Ended Schemes(Hybrid Scheme - Aggressive Hybrid Fund) for subscription
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 232.12 Cr As on (30-06-2018)
Turn over: 169%
NAV as on 16-11-2018

28.96

0.18 (0.6215%)

CAGR Since Inception

11.76%

PERFORMANCE of DHFL Pramerica Hybrid Equity Fund Wealth Plan- Growth Option

Scheme Performance (%)

Data as on - 16-11-2018

Yearly Performance (%)

Fund Managers

Mr. Rakesh Suri, Mr.. Alok Agarwal

Mr. Suri is a B.Sc, B.Ed. and PGDBM (Finance). Prior to joining Deutsche Asset Management Pvt. Ltd. he has worked with Samba Financial Group, ICICI Bank Ltd., Derivium Capital Pvt. Ltd., SREI International. Securities Ltd. and RR Financial Limited.

Investment Objective

The scheme aims to generate capital appreciation on the portfolio over a long term by actively investing in different asset classes as per market conditions. For defensive considerations, the scheme may invest in debt, money market instruments and derivatives. The investment strategy is to invest in equities comprising a mix of well researched large & mid cap companies. The selection of stocks will be done from medium to long term view

RETURNS CALCULATOR for DHFL Pramerica Hybrid Equity Fund Wealth Plan- 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 Hybrid Equity Fund Wealth Plan- Growth Option

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
DHFL Pramerica Hybrid Equity Fund Wealth Plan- Growth Option 11.51 0.59 -2.03 1.0 9.23 2.79
Hybrid: Aggressive - - - - - -

PEER COMPARISION of DHFL Pramerica Hybrid Equity Fund Wealth Plan- Growth Option

Period
Data as on - 16-11-2018
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
DHFL Pramerica Hybrid Equity Fund Wealth Plan- Growth Option 27-04-2009 -3.14 5.64 5.55 10.78 0.0
Sundaram Equity Hybrid Fund Regular Growth 23-06-2000 4.89 10.8 10.94 11.18 12.73
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth 01-02-1993 3.28 11.32 9.74 15.91 16.86
JM Equity Hybrid Fund-Growth 01-04-1995 2.94 9.8 7.6 11.48 12.67
Mirae Asset Hybrid-Equity Fund -Regular Plan-Growth 29-07-2015 2.92 13.26 12.43 0.0 0.0
Shriram Hybrid Equity Fund- Growth 29-11-2013 2.01 10.29 8.06 0.0 0.0
BNP PARIBAS SUBSTANTIAL EQUITY HYBRID FUND- REGULAT PLAN -GROWTH OPTION 07-04-2017 1.41 0.0 0.0 0.0 0.0
ICICI Prudential Equity & Debt Fund - Growth 03-11-1999 0.78 11.4 12.15 16.87 17.8
SBI EQUITY HYBRID FUND - REGULAR PLAN -Growth 31-12-1995 0.45 10.13 9.58 16.15 16.12
HSBC Equity Hybrid Fund - Growth 22-10-2018 0.0 0.0 0.0 0.0 0.0

PORTFOLIO ANALYSIS of DHFL Pramerica Hybrid Equity Fund Wealth Plan- Growth Option

Asset Allocation (%)

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