DHFL Pramerica Hybrid Equity Fund - Direct Plan

Scheme Type
Open-ended
Scheme Category
Equity-oriented
Benchmark Type
S&P BSE 200
Scheme AUM (in Crs.)
₹ 232.12
Expense Ratio
1.52%
Scheme Class
Hybrid
AMC AUM (in Crs.)
₹ 22700
Min Subscription
₹ 5000
Min Addition Subscription
₹ 1000
Performance
Comparison
Portfolio
Details
Analysis
68.33
(0.38 %)
NAV as on 2018-11-15
Returns
Fund
DHFL Pramerica Hybrid Equity Fund - Direct Plan
1 Year
-2.07%
3 Year
8.16%
AMC Details
amc launch date
Launch Date
13 May 2010
amc sponsor
Sponsor
NA
amc email
Email
customercare@dhflpramericamf.com
amc phone
Phone
022 - 61593000
amc address
Address
Nirlon House, 2nd Floor, Dr. Annie Besant Road, Worli, Mumbai - 400030
Tax Implications
Short Term Capital Gain (Holding period < 12months):
Rates applicable to the Investor as per Tax slab.
Long Term Capital Gain:
22.88% - 23.92%
(20% with Indexation Benefit + Surcharge @ 10%-15% + 4% Health & Education Cess)
Taxation on Dividends:
28.84%
(Dividend Distribution Tax is paid by the mutual funds and not by investors.)
Risk
Moderately High
Exit Load
Exit load of 1% if redeemed within 1 year
Scheme Information Document (SID)
Read mutual fund scheme information document on AMC website to know fund information in detail.
Objective
The scheme aims to generate 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.
SIP/Lump Sum Calculator
Enter Investment Amount
For how many years?
0.5 Yrs
1,000
Investment per month for 0.5 Years
5,964
Portfolio Value
-36
Total Returns