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DHFL Pramerica Tax Plan-Dividend

Category: Equity Linked Savings Schemes (ELSS)
Launch Date: 20-03-2006
Asset Class: Equity
Benchmark: S&P BSE 200
Expense Ratio: 2.91% As on (31-03-2017)
Status: Open Ended Schemes(ELSS) for subscription
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 46.99 Cr As on (31-07-2017)
Turn over: 286.0
NAV as on


CAGR Since Inception


S&P BSE 200 13.98%

PERFORMANCE of DHFL Pramerica Tax Plan-Dividend

Scheme Performance (%)

Data as on - 19-02-2018

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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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.



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 Linked Savings Schemes (ELSS)

PEER COMPARISION of DHFL Pramerica Tax Plan-Dividend

Data as on - 19-02-2018
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PORTFOLIO ANALYSIS of DHFL Pramerica Tax Plan-Dividend

Asset Allocation (%)

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