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DHFL Pramerica Tax Plan-Dividend

Category: Equity: ELSS
Launch Date: 20-03-2006
Asset Class: Equity
Benchmark: S&P BSE 200 TRI
Expense Ratio: 2.96% As on (31-03-2018)
Status: Open Ended Schemes(Equity Scheme - ELSS) for subscription
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 38.54 Cr As on (30-06-2018)
Turn over: 97%
NAV as on 17-07-2018

21.52

0.17 (0.79%)

CAGR Since Inception

9.26%

S&P BSE 200 TRI 12.61%

PERFORMANCE of DHFL Pramerica Tax Plan-Dividend

Scheme Performance (%)

Data as on - 18-07-2018

Yearly Performance (%)

Fund Managers

Mr. Avinash Agarwal

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 aims to generate long term capital appreciation from a portfolio that is invested predominantly in equity and equity related instruments.

RETURNS CALCULATOR for DHFL Pramerica Tax 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 Tax Plan-Dividend

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
DHFL Pramerica Tax Plan-Dividend 13.47 0.96 -3.3 1.15 - -
Equity: ELSS - - - - - -

PEER COMPARISION of DHFL Pramerica Tax Plan-Dividend

Period
Data as on - 18-07-2018
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
DHFL Pramerica Tax Plan-DIVIDEND 20-03-2006 4.22 12.59 9.52 16.63 10.87
Axis Long Term Equity Fund - Growth 29-12-2009 17.74 17.27 11.68 23.72 0.0
Invesco India Tax Plan - Growth 29-12-2006 14.22 16.36 11.03 21.35 18.11
BOI AXA Tax Advantage Fund-Regular Plan- Growth 25-02-2009 13.65 19.31 10.9 18.6 0.0
Taurus Tax Shield- Regular Plan - Growth Option 31-03-1996 12.87 17.43 10.65 16.74 12.76
Canara Robeco Equity Taxsaver Fund - Regular Plan - Growth 31-03-1993 10.46 14.8 8.49 16.55 0.0
Aditya Birla Sun Life Tax Relief 96 - Growth Option 06-03-2008 10.28 16.41 11.78 21.95 14.99
Aditya Birla Sun Life Tax Plan - Regular Plan - Growth Option 02-02-1999 9.96 15.96 11.34 21.19 14.45
JM Tax Gain Fund - Growth option 31-03-2008 9.28 17.64 9.96 19.59 7.97
MOFLTE - Regular Plan - Growth Option 21-01-2015 9.12 21.93 15.39 0.0 0.0

PORTFOLIO ANALYSIS of DHFL Pramerica Tax Plan-Dividend

Asset Allocation (%)

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