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DHFL Pramerica Large Cap Fund - Direct Plan - Dividend

Category: Equity Funds Large Cap
Launch Date: 01-01-2013
Asset Class: Equity
Benchmark: Nifty 50 Index
Expense Ratio: 1.3% As on (31-07-2017)
Status: Open Ended Schemes(Growth) for subscription
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 318.49 Cr As on (31-07-2017)
Turn over: 78.0
NAV as on

(%)

CAGR Since Inception

%

Nifty 50 Index 13.97%

PERFORMANCE of DHFL Pramerica Large Cap Fund - Direct Plan - Dividend

Scheme Performance (%)

Data as on - 23-02-2018

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 aims to generate long term capital growth from a diversified portfolio of equity and related securities. It will invest in companies across a range of market capitalization with a preference for medium and large companies. Investments will be pursued in selected sectors based on the investment team's analysis of business cycles, regulatory reforms, competitive advantage etc.

RETURNS CALCULATOR for DHFL Pramerica Large Cap Fund - Direct Plan - Dividend

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 Large Cap Fund - Direct Plan - Dividend

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
DHFL Pramerica Large Cap Fund - Direct Plan - Dividend 12.73 0.92 0.03 1.06 - -
Equity Funds Large Cap

PEER COMPARISION of DHFL Pramerica Large Cap Fund - Direct Plan - Dividend

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Data as on - 23-02-2018
Scheme Name Launch
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PORTFOLIO ANALYSIS of DHFL Pramerica Large Cap Fund - Direct Plan - Dividend

Asset Allocation (%)

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