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DHFL Pramerica Medium Term Fund Direct Plan

To seek to generate income and capital appreciation by investing in a portfolio of debt and money market instruments.

Suitability

Income and Capital appreciation over the medium term.

• Investment in Debt and Money Market Instruments with a portfolio weighted average maturity between 3-7 years

Fund Info

Scheme Class	Debt
Scheme Category	Medium Duration
Expense Ratio	0.31%
Min subscription	₹ 5,000

Scheme Type	Open-ended
Scheme AUM (in Crs.)	₹ 36
AMC AUM (in Crs.)	₹ 7,627
Min Addition Subscription	₹ 1,000

Benchmark Type

Crisil Composite Bond Index

Exit Load

Exit load of 1.0%, if redeemed between (0-1) months. No Exit load, if redeemed after 1 months.

Building Graph

Peer Comparison

Fund	Min SIP Inv.	Min Inv.	Returns 3Y
Indiabulls Income Fund - Direct Plan	1000	1000	8.75%
DSP Bond Fund - Direct Plan	1000	1000	5.35%

Top 10 Holdings

Company	Holding Type	Asset(%)
Indiabulls Housing Finance Limited	Bond - Corporate Bond	54
Dewan Housing Finance Corporation Limited	Bond - Corporate Bond	25
Dewan Housing Finance Corporation Limited	Bond - Corporate Bond	11
Net Receivables / (Payables)	Cash	10
Clearing Corporation Of India Ltd.	Cash - Collateral	0

Asset Allocation(%)

Asset	Percent
Bond - Corporate Bond	90
Cash	10
Cash - Collateral	0

Sector Allocation(%)

Sector	Percent
Bond - Corporate Bond	90
Cash	10
Cash - Collateral	0

Fund Manager

Puneet Pal

1+ years of experience

PGIM India 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.

care@pgimindia.co.in

Phone

9930738128

Address

PGIM India Asset Management Private Limited,Nirlon House, 2nd Floor,,Dr. Annie Besant Road,,Worli,, Mumbai - 400 030

Calculate Returns

Investment Amount

Expected Annual Return Rate(%)

Investment DurationYears6Months0

Investment Amount₹ 10000

Return Amount₹ 4185

Return Rate6 %

Duration6y 0m