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DHFL Pramerica Income Advantage Fund - Growth

Category: Hybrid Debt Oriented Funds
Launch Date: 02-11-2007
Asset Class: Mixed Asset
Benchmark: Crisil MIP Blended Index
Expense Ratio: 2.35% As on (29-09-2017)
Status: Open Ended Schemes(Income) for subscription
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 19.35 Cr As on (29-09-2017)
Turn over: 83.0
NAV as on 21-02-2018

21.0192

0.01 (0.0452%)

CAGR Since Inception

7.47%

PERFORMANCE of DHFL Pramerica Income Advantage Fund - Growth

Scheme Performance (%)

Data as on - 21-02-2018

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 regular income by investing primarily in the investment grade fixed income securities and money market instruments. The fund manager may invest a small proportion of the assets in equity and equity linked instruments to enhance returns.

RETURNS CALCULATOR for DHFL Pramerica Income Advantage Fund - Growth

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 Income Advantage Fund - Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
DHFL Pramerica Income Advantage Fund - Growth 3.04 1.5 -1.49 0.9 7.47 1.13
Hybrid Debt Oriented Funds - - - - - -

PEER COMPARISION of DHFL Pramerica Income Advantage Fund - Growth

Period
Data as on - 21-02-2018
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
DHFL Pramerica Income Advantage Fund - Growth 02-11-2007 6.38 9.42 7.02 7.62 7.44
Escorts Opportunities Fund-Growth 26-02-2001 19.76 13.97 8.3 12.72 6.1
Indiabulls Monthly Income Plan-Regular Plan-Growth Option 02-12-2015 18.5 13.38 0.0 0.0 0.0
Escorts Balanced Fund-Growth Option 21-03-2001 15.39 16.06 7.57 17.35 7.4
Tata Young Citizen Fund [>3 years upto 7 years] Regular Plan 14-10-1995 12.74 14.99 7.54 12.26 4.6
Tata Young Citizen Fund [Upto 3 years] Regular Plan 14-10-1995 12.74 14.99 7.54 12.26 4.6
BOI AXA Regular Return Fund-ECO Plan-Growth 18-03-2009 10.83 12.1 8.93 10.08 0.0
BOI AXA Regular Return Fund-Regular Plan-Growth 18-03-2009 10.51 11.85 8.77 9.98 0.0
ICICI Prudential MIP - 25 - Plan - Growth 30-03-2004 9.02 13.28 8.6 11.37 9.28
HDFC Multiple Yield Fund - Plan 2005-Growth 17-08-2005 8.95 11.17 7.9 10.36 9.79

PORTFOLIO ANALYSIS of DHFL Pramerica Income Advantage Fund - Growth

Asset Allocation (%)

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