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DHFL Pramerica Midcap Opportunities Fund - Direct Plan - Growth Option

Category: Equity: Mid Cap
Launch Date: 02-12-2013
Asset Class: Equity
Benchmark: Nifty Midcap 100 TRI
Expense Ratio: 1.26% As on (30-06-2018)
Status: Open Ended Schemes(Equity Scheme - Mid Cap Fund) for subscription
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 109.2 Cr As on (30-06-2018)
Turn over: 163%
NAV as on

(%)

CAGR Since Inception

%

Nifty Midcap 100 TRI 22.66%

PERFORMANCE of DHFL Pramerica Midcap Opportunities Fund - Direct Plan - Growth Option

Scheme Performance (%)

Data as on - 14-08-2018

Yearly Performance (%)

Fund Managers

Mr. Avinash Agarwal, Mr. Kumaresh Ramakrishnan

He has pursued B.Com (H) and PGDM from IIM-L. Prior to joining DHFL Pramerica Mutual Fund he was associated with Sundaram Mutual Fund (Feb 2008-Jul 2016) as Assistant Fund Manager - Equities, Irevna Research (Aug 2006-Jan 2008) as a Manager in Investment Research and Aranca as a Research Analyst.

Investment Objective

The scheme seeks to achieve long-term capital appreciation by predominantly investing in equity & equity related instruments of mid cap companies.

RETURNS CALCULATOR for DHFL Pramerica Midcap Opportunities Fund - Direct 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 Midcap Opportunities Fund - Direct Plan - Growth Option

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
DHFL Pramerica Midcap Opportunities Fund - Direct Plan - Growth Option 14.77 0.88 -1.68 0.99 - -
Equity: Mid Cap

PEER COMPARISION of DHFL Pramerica Midcap Opportunities Fund - Direct Plan - Growth Option

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Data as on - 14-08-2018
Scheme Name Launch
Date
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PORTFOLIO ANALYSIS of DHFL Pramerica Midcap Opportunities Fund - Direct Plan - Growth Option

Asset Allocation (%)

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