DHFL Pramerica Hybrid Equity Fund Wealth Plan- Growth Option

Fund Returns

NAV Rs. 29.24 0.00 %
(as on Jan. 7, 2019)
1 yr Return 2.97 %
3 yr. Return 7.89 %
5 yr. Return 10.15 %

Fund Returns

NAV 1 yr Return 3 yr. Return 5 yr. Return
Rs. 29.24 0.00 %
(as on Jan. 7, 2019)
2.97 % 7.89 % 10.15 %

Scheme Details

Launch Date April 27, 2009
Fund Size Rs. 201.90 cr.
Category Hybrid | Aggressive Hybrid Fund
Fund Manager Alok Agarwal
AMC DHFL Pramerica Asset Managers Private Limited
Fund Benchmark CRISIL Hybrid 25+ 75 - Aggressive Index
Risk Profile Balanced
Risk Rating 6 / 10

Investment Information

Min. Investment Rs. 25000.00
Min. Investment SIP Rs. 0.00
Expense Ratio 2.70 %
Exit load Nil upto 10% of units and 1% for excess units on or before 12M, Nil after 12M

Investment Objective

The investment objective of the scheme is to seek to generate long term capital appreciation and income from a portfolio of equity and equity related securities as well as fixed income securities. However, there can be no assurance that the investment objective of the scheme will be achieved. The scheme does not guarantee/ indicate any returns

Performance

1M 3M 6M 1Y 3Y 5Y
Fund 4.67 3.74 1.77 2.97 7.89 10.15
Rank Within Category 76 21 None 74 14 10

AMC Contact Information

AMC DHFL Pramerica Asset Managers Private Limited
Address Nirlon House, 2nd Floor, Dr. Annie Besant Road, Worli,, Mumbai - 400 030
Email customercare@pramericamf.com
Website http://www.dhflpramericamf.com/

Scheme Details

Launch Date April 27, 2009 Fund Size Rs. 201.90 cr.
Category Hybrid | Aggressive Hybrid Fund Fund Manager Alok Agarwal
AMC DHFL Pramerica Asset Managers Private Limited Fund Benchmark CRISIL Hybrid 25+ 75 - Aggressive Index
Risk Profile Balanced Risk Rating 6 / 10

Investment Information

Min. Investment Min. Investment SIP Expense Ratio Exit Load
Rs. 25000.00 Rs. 0.00 2.70 % Nil upto 10% of units and 1% for excess units on or before 12M, Nil after 12M

Investment Objective

The investment objective of the scheme is to seek to generate long term capital appreciation and income from a portfolio of equity and equity related securities as well as fixed income securities. However, there can be no assurance that the investment objective of the scheme will be achieved. The scheme does not guarantee/ indicate any returns

Performance

1M 3M 6M 1Y 3Y 5Y
Fund 4.67 3.74 1.77 2.97 7.89 10.15
Rank Within Category 76 21 None 74 14 10

Peer Funds

Fund Return 1Y (%) Return 3Y (%) Return 5Y (%) AUM(cr.)
DHFL Pramerica Hybrid Equity Fund Wealth Plan- Growth Option 2.97 7.89 10.15 201.90
Quant Absolute Fund-Growth Option 42.07 13.74 15.67 6.71
Quant Unconstrained Fund-GROWTH OPTION 26.10 13.69 11.1 13.56
Kotak Asset Allocator Fund Growth 25.97 13.68 13.31 86.96
Union Balanced Advantage Fund - Regular Plan - Growth Option 23.39 11.7 - 517.09
BNP PARIBAS SUBSTANTIAL EQUITY HYBRID FUND- REGULAT PLAN -GROWTH OPTION 17.16 11.58 - 482.52

AMC Contact Information

AMC DHFL Pramerica Asset Managers Private Limited
Address Nirlon House, 2nd Floor, Dr. Annie Besant Road, Worli,, Mumbai - 400 030
Email customercare@pramericamf.com
Website http://www.dhflpramericamf.com/