Last NAV: 30.7

DHFL PRAMERICA TAX PLAN   -   Growth

INVESTMENT OBJECTIVE : The scheme aims to generate long term capital appreciation from a portfolio that is invested predominantly in equity and equity related instruments.

Annualized Return Last 5 years Last 3 years Last 1 year Year To date Month to date
8.31% 14.24% 13.63% 4.19% 4.56% 6.45%
Sharpe Ratio Sortino Ratio Calmar Ratio Volatility Max drawdown Positive Months
0.42 0.51 0.13 20.01% -65.50% 59.62%
Riskometer
Moderately-High
Investors understands that their principle will be at moderately high risk

Key Specifications

Category Equity: ELSS
AUM INR   33.24   Cr.
Inception Date 22/02/2006
Minimum Initial Investment INR   500
Minimum Subsequent Investment INR   500

Year Jan Feb March April May June July Aug Sept Oct Nov Dec Total
2006 0.00 0.00 3.08 5.31 -14.86 -6.73 -3.70 5.55 6.88 4.01 4.91 0.36 2.55
2007 -0.40 -6.78 -1.11 6.79 3.43 3.93 8.36 -0.03 13.42 18.78 1.93 9.31 71.39
2008 -17.65 0.65 -14.92 10.76 -3.52 -18.31 3.07 1.48 -13.35 -26.22 -4.74 6.91 -58.08
2009 -4.36 -3.10 6.31 11.34 23.75 -1.17 8.67 3.06 7.25 -4.55 5.51 4.56 69.66
2010 -4.41 0.60 6.91 3.76 -6.38 4.02 3.89 1.06 8.11 0.19 -3.61 0.24 14.17
2011 -11.33 -4.52 5.99 0.42 -2.58 0.86 -0.64 -8.84 -1.45 4.44 -7.73 -5.57 -28.07
2012 10.09 1.42 -0.82 -0.22 -7.09 7.70 0.85 0.57 6.98 -0.70 4.04 0.02 23.94
2013 3.08 -5.83 0.30 4.67 2.17 -2.29 -1.83 -4.03 4.84 9.21 -1.71 1.66 9.66
2014 -3.08 4.08 6.61 0.31 10.69 5.81 0.48 3.89 2.54 4.45 4.60 -1.80 45.06
2015 6.17 0.00 -2.00 -2.54 3.16 -0.95 3.55 -4.79 -0.74 1.16 -1.42 0.37 1.51
2016 -4.04 -6.87 10.60 1.46 3.70 2.14 6.42 2.05 -0.48 0.16 -7.06 -2.35 4.36
2017 6.49 5.10 4.85 4.02 2.00 0.39 4.27 -0.48 -1.06 4.12 1.50 3.35 40.17
2018 -0.06 -3.40 -3.48 6.54 -2.05 -1.37 4.33 1.33 -6.64 -4.89 3.95 -0.44 -6.82
2019 -0.07 -1.70 6.45 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 4.56
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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