Last NAV: 13.97

DHFL PRAMERICA LONG TERM EQUITY FUND - REGULAR PLAN   -   Growth

INVESTMENT 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.

Annualized Return Last 5 years Last 3 years Last 1 year Year To date Month to date
10.15% 0.00% 12.83% 1.72% 3.18% -2.99%
Sharpe Ratio Sortino Ratio Calmar Ratio Volatility Max drawdown Positive Months
0.84 1.17 0.68 12.07% -14.82% 57.14%
Riskometer
Moderately-High
Investors understands that their principle will be at moderately high risk

Key Specifications

Category Equity: ELSS
AUM INR   327.59   Cr.
Inception Date 04/12/2015
Minimum Initial Investment INR   500
Minimum Subsequent Investment INR   500
TurnOver 172
Expense Ratio 2.63

Year Jan Feb March April May June July Aug Sept Oct Nov Dec Total
2015 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 2.00 2.00
2016 -4.51 -7.49 8.31 1.54 3.33 2.15 6.49 2.51 -0.52 0.35 -6.84 -2.35 1.67
2017 6.45 5.07 5.08 3.85 1.82 0.31 3.79 -0.67 -0.90 4.16 1.45 3.51 39.31
2018 -0.14 -3.46 -3.30 6.53 -1.88 -1.49 4.25 1.59 -6.46 -4.80 3.90 -0.44 -6.36
2019 0.00 -1.62 7.96 0.14 -2.99 0.00 0.00 0.00 0.00 0.00 0.00 0.00 3.18
all values are in %

Allocation Mandate

Equity Allocation Min: 80   Max: 100
Debt Allocation Min: 0   Max: 20
Commodity Allocation Min: 0   Max: 0
Money Market Min: 0   Max: 20

About Fund Managers:

Avinash Agarwal DHFL

  • Job Since 27/07/2017 00:00:00
  • Email gottlieb.lucious@gmail.com
  • Experience Prior to joining DHFL Pramerica Mutual Fund he was associated with Sundaram Mutual Fund (Feb 2008-Jul 2016) as Assistant Fund Manager - Equities, Irevna Research (Aug 2006-Jan 2008) as a Manager in Investment Research and Aranca as a Research Analyst.
  • Education He has pursued B.Com (H) and PGDM from IIM-L.

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