DHFL Pramerica Medium Term Fund Direct Plan Growth

Scheme Type
Open-ended
Scheme Category
Income
Benchmark Type
Crisil Composite Bond Index
Scheme AUM (in Crs.)
₹ 341.14
Expense Ratio
1.04%
Scheme Class
Debt
AMC AUM (in Crs.)
₹ 22700
Min Subscription
₹ 5000
Min Addition Subscription
₹ 1000
Performance
Comparison
Portfolio
Details
Analysis
15.5508
(0.12 %)
NAV as on 2018-12-11
Returns
Fund
DHFL Pramerica Medium Term Fund Direct Plan Growth
1 Year
4.29%
3 Year
8.06%
AMC Details
amc launch date
Launch Date
13 May 2010
amc sponsor
Sponsor
NA
amc email
Email
amc phone
Phone
022 - 61593000
amc address
Address
2nd Floor,,Nirlon House,,Dr. Annie Besant Road,,Worli,, Mumbai - 400 030
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
Moderate
Exit Load
Exit load of 1% if redeemed within 1 month
Scheme Information Document (SID)
Read mutual fund scheme information document on AMC website to know fund information in detail.
Objective
To seek to generate income and capital appreciation by investing in a portfolio of debt and money market instruments. However, there can be no assurance that the investment objective of the Scheme will be achieved. The Scheme does not guarantee/indicate any returns.
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
SIP/Lump Sum Calculator
Enter Investment Amount
For how many years?
0.5 Yrs
1,000
Investment per month for 0.5 Years
6,076
Portfolio Value
76
Total Returns