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DHFL Pramerica Tax Plan-Growth

Ranked 114 out of 312 in - India over 36 months
All calculations are in INR unless stated

Managed by

Avinash Agarwal

Objective

The primary objective of the Scheme is 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. Instruments will be:-Equity & Equity Related Instruments 80%-100% -Cash, Money Market Instruments & Liquid schemes of DHFL Pramerica Mutual Fund 0%-20%.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

India over : 31/05/2015 - 31/05/2018
  • Rank 114/312 Total Return
  • Rank 112/312 Standard Deviation
  • Rank 56/312 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -6.8%
2017 40.2% 17.4% 6.5% 2.7% 9.2%
2016 4.4% -1.2% 7.5% 8.1% -9.1%
2015 1.5% 4.1% -0.4% -2.1% 0.1%
2014 45.1% 7.5% 17.5% 7.0% 7.3%
2013 9.7% -2.6% 4.5% -1.2% 9.1%
2012 23.9% 10.7% -0.2% 8.5% 3.3%
2011 -28.1% -10.3% -1.3% -10.7% -9.0%
2010 14.2% 2.8% 1.1% 13.5% -3.2%
2009 69.7% -1.5% 36.2% 20.1% 5.3%
2008 -58.1% -29.5% -12.7% -9.4% -24.9%
2007 71.4% -8.2% 14.8% 22.9% 32.3%
2006 -16.4% 8.6% 9.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. India

Fund Info

  • Launch date24/03/2006
  • Share Class size263Mn
  • Base currencyINR
  • ISIN INF223J01358

Purchase Info

  • Min. initial investment5,000
  • Min. regular additional investment500

Charges

  • Initial investment0

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in INR).