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DHFL Pramerica Midcap Opportunities Fund - Regular Plan - Growth Option

Category: Equity Funds Mid and Small Cap
Launch Date: 02-12-2013
Asset Class: Equity
Benchmark: Nifty Free Float Midcap 100 Index
Expense Ratio: 2.66% As on (30-04-2018)
Status: Open Ended Schemes(Growth) for subscription
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 122.7 Cr As on (30-04-2018)
Turn over: 135%
NAV as on 24-05-2018

19.41

-0.04 (-0.2061%)

CAGR Since Inception

15.89%

Nifty Free Float Midcap 100 Index 17.48%

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

Scheme Performance (%)

Data as on - 24-05-2018

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 - Regular 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 - Regular Plan - Growth Option

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
DHFL Pramerica Midcap Opportunities Fund - Regular Plan - Growth Option 14.75 0.83 -2.7 0.99 - -
Equity Funds Mid and Small Cap - - - - - -

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

Period
Data as on - 24-05-2018
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
DHFL Pramerica Midcap Opportunities Fund - Regular Plan - Growth Option 02-12-2013 7.0 16.46 8.07 0.0 0.0
SBI Small Cap - Regular Plan - Growth 10-09-2009 35.38 31.79 22.77 34.8 0.0
HDFC Small Cap Fund - Regular Growth Plan 03-04-2008 29.67 31.93 21.12 24.11 15.81
SBI FOCUSED EQUITY FUND - REGULAR PLAN -GROWTH 11-10-2004 27.42 20.45 14.42 18.9 14.77
Axis Midcap Fund - Growth 18-02-2011 23.76 20.07 10.35 21.96 0.0
Reliance Small Cap Fund - Growth Plan - Growth Option 16-09-2010 23.31 31.03 21.91 35.53 0.0
IDFC Sterling Equity Fund -Regular Plan-Growth 07-03-2008 20.92 27.93 15.09 22.06 18.39
L&T Emerging Businesses Fund - Regular Plan - Growth 05-05-2014 20.72 35.35 23.66 0.0 0.0
HSBC Small Cap Equity Fund - Growth 19-05-2005 20.62 22.75 15.13 28.52 10.39
Edelweiss Mid Cap Fund - Regular Plan - Growth Option 26-12-2007 20.61 0.0 0.0 0.0 0.0

PORTFOLIO ANALYSIS of DHFL Pramerica Midcap Opportunities Fund - Regular Plan - Growth Option

Asset Allocation (%)

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