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DHFL Pramerica Tax Plan-Growth

Ranked 118 out of 307 in - India over 36 months
All calculations are in INR unless stated

Managed by

Avinash Agarwal

Objective

The investment objective of the Scheme is to generate long term capital appreciation from a portfolio that is invested predominantly in equity and equity related instruments. The asset allocation in the Scheme under normal circumstances will be as follows:-Equities & Equity related securities 80%-100% -Debt Instruments including Government securities and cash & Money at call, Market Instruments and securitised debt instruments 0%-20%.

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

Performance

India over : 31/08/2015 - 31/08/2018
  • Rank 118/307 Total Return
  • Rank 105/307 Standard Deviation
  • Rank 23/307 Max Drawdown

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -6.8% 2.9%
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 size396Mn
  • Base currencyINR
  • ISIN INF223J01358

Purchase Info

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

Charges

  • Initial investment0.00%

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