DHFL Pramerica Long Term Equity Fund - Direct Plan

Scheme Type
Open-ended
Scheme Category
Tax Planning
Benchmark Type
S&P BSE 200
Scheme AUM (in Crs.)
₹ 269.59
Expense Ratio
1.1%
Scheme Class
Equity
AMC AUM (in Crs.)
₹ 22700
Min Subscription
₹ 500
Min Addition Subscription
₹ 500
Performance
Comparison
Portfolio
Details
Analysis
13.73
(-0.36 %)
NAV as on 2018-11-14
Returns
Fund
DHFL Pramerica Long Term Equity Fund - Direct Plan
1 Year
-1.08%
3 Year
11.11%
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):
17.16% - 17.94%
(15% + Surcharge @ 10%-15% + 4% Health & Education Cess.)
Long Term Capital Gain:
10% without indexation & without foreign currency conversion benefit + Surcharge @10%-15% + 4% Health & Education Cess
Taxation on Dividends:
10%
(Dividend Distribution Tax is paid by the mutual funds and not by investors.)
Risk
Moderately High
Exit Load
N.A.
Scheme Information Document (SID)
Read mutual fund scheme information document on AMC website to know fund information in detail.
Objective
The scheme seeks to generate long-term capital appreciation by predominantly investing in equity & equity related instruments and to enable eligible investors to avail deduction from total income, as permitted under the Income Tax Act, 1961 as amended from time to time.
Suitability
"Long-term capital appreciation
• To generate long term capital appreciation by predominantly investing in equity & equity related instruments
• To enable eligible investors to avail deduction from total income as permitted under the income tax Act 1961 as amended from time to time."
SIP/Lump Sum Calculator
Enter Investment Amount
For how many years?
0.5 Yrs
1,000
Investment per month for 0.5 Years
5,981
Portfolio Value
-19
Total Returns