DHFL Pramerica Hybrid Equity Fund Direct Plan
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.
Suitability
Capital growth over the long term.
• Investment in equity and equity related securities.
Fund Info
Scheme Type
Open-ended
Scheme Category
Aggressive Allocation
Benchmark Type
S&P BSE 200
Scheme AUM (in Crs.)
₹ 186.81
Expense Ratio
0.87%
Scheme Class
Hybrid
AMC AUM (in Crs.)
₹ 7627
Min Subscription
₹ 5000
Min Addition Subscription
₹ 1000
Fund Info
| Scheme Type | Open-ended |
|---|---|
| Scheme Category | Aggressive Allocation |
| Benchmark Type | S&P BSE 200 |
| Scheme AUM (in Crs.) | ₹ 186.81 |
| Expense Ratio | 0.87% |
| Scheme Class | Hybrid |
| AMC AUM (in Crs.) | ₹ 7627 |
| Min Subscription | ₹ 5000 |
| Min Addition Subscription | ₹ 1000 |
Performance
Comparison
Portfolio
AMC Details
Peer Comparison
Fund
Min SIP Inv.
Min Inv.
Returns 3Y
Fund Size(Cr.)
Top 10 Holdings
Company
Holding Type
Asset(%)
HDFC Bank Ltd
Equity
10
SBI Cards & Payment Services Private Limited
Bond - Corporate Bond
9
Reliance Industries Ltd
Equity
8
ICICI Bank Ltd
Equity
6
ITC Ltd
Equity
4
Kotak Mahindra Bank Ltd
Equity
4
Bajaj Finance Ltd
Equity
4
7.5% Hdfc Bank Ltd.
Cash - Collateral
3
City Union Bank Ltd
Equity
3
Axis Bank Ltd
Equity
3
Asset Allocation(%)
Equity
76
Bond - Corporate Bond
18
Cash - Collateral
4
Cash
2
Bond - Gov't Treasury
0
Sector Allocation(%)
Sector
Percent
Banks - Regional - Asia
28
Bond - Corporate Bond
18
Oil & Gas Refining & Marketing
9
Information Technology Services
6
Credit Services
4
DHFL Pramerica Mutual Fund
AUM
₹7,627 Cr
About
DHFL was established in the year 1984 and it aimed to provide financial access to the middle and lower income strata of the society. Today, it is one of the most trusted and leading financial brands in India.##When it comes to the mutual fund space, this AMC provides funds across various categories and its main vision is financial inclusion, which means that their motto is to bring financial awareness to people in remote cities and towns. DHFL is therefore present in 351 locations across the country.##DHFL Pramerica Trustees Private Limited acts as the trustee company of DHFL Pramerica Mutual Fund and makes sure that all transactions are in accordance with the rules and regulations set-up by SEBI.
Launch Date
13 May 2010
Sponsor
NA
Email
Phone
9930738128
Address
2nd Floor,,Nirlon House,,Dr. Annie Besant Road,,Worli,, Mumbai - 400 030
DHFL Pramerica Mutual Fund
Quick Links
Calculate Returns
LUMPSUM
SIP
Investment Amount
₹10,000
Return Amount
₹4,185
Return Rate
6%
Duration
6y 0m
Get the mobile app on your iOS/Android Device
Mutual Fund House
SBI Mutual Fund
L&T Mutual Fund
Axis Mutual Fund
UTI Mutual Fund
LIC Mutual Fund
TATA Mutual Fund
IDFC Mutual Fund
PPFAS Mutual Fund
IDBI Mutual Fund
Quantum Mutual Fund
HDFC Mutual Fund
Invesco Mutual Fund
Union Mutual Fund
HSBC Mutual Fund
Kotak Mutual Fund
Mirae Asset Mutual Fund
Essel Finance Mutual Fund
Franklin Mutual Fund
Mutual Funds investments are subject to market risks, read all scheme related documents carefully.