Category: Hybrid: Conservative |
Launch Date: 19-03-2013 |
Asset Class: Mixed Asset |
Benchmark: Not Available |
Expense Ratio: 2.63% As on (30-09-2018) |
Status: Close Ended Schemes(Income) for subscription |
Minimum Investment: 5000.0 |
Minimum Topup: 0.0 |
Total Assets: 2.03 Cr As on (31-01-2019) |
Turn over: - |
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.
The scheme seeks to generate income by investing in high quality fixed income securities maturing on or before the date of the maturity of the scheme and to generate capital appreciation by investing in equity and equity related instruments.
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.
Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
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DHFL Pramerica Hybrid Fixed Term Fund - Series 12 - Regular Plan - Growth | 7.35 | 0.13 | 2.03 | 0.51 | - | 1.38 |
Hybrid: Conservative |
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