DHFL Pramerica Diversified Equity Fund - Regular Plan - Growth Option

Category: Equity: Multi Cap
Launch Date: 25-02-2015
Asset Class: Equity
Benchmark: S&P BSE 200 TRI
Expense Ratio: 2.7% As on ( 30-04-2019)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 119.38 Cr As on ( 31-05-2019)
Turn over: 272.0
NAV as on 17-06-2019

13.3

-0.2 ( -1.5038% )

CAGR Since Inception

6.84%

S&P BSE 200 TRI 12.08%

PERFORMANCE of DHFL Pramerica Diversified Equity Fund - Regular Plan - Growth Option

Scheme Performance (%) Data as on - 17-06-2019

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
DHFL Pramerica Diversified Equity Fund - Regular Plan - Growth Option 0.45 10.34 - - 6.84
S&P BSE 200 TRI 6.45 14.31 11.34 11.87 12.08
Equity: Multi Cap 1.82 11.27 10.92 13.58 11.9

Yearly Performance (%)

Fund Managers

Mr.. Alok Agarwal

Mr. Agarwal is a CA, CFA, MS (Finance) and M.Com. Prior to joining DHFL Pramerica Mutual Fund he was associated with Deutsche Asset Management (I) Pvt. Ltd. (Jun 2014-Mar 2016) as Portfolio Manager (Equity), Deutsche Bank AG (Nov 2010-Jun 2014) as Portfolio Manager (Equity), K.R. Choksey Shares & Securities (Mar 2008-Nov 2010) as PMS-Head Portfolio Manager (Equity), E-nxt Finacials Ltd. (Aug 2007-Mar 2008) as Manager (Equity Research) and Pinnacle Academy (Jun 2002-Aug 2007) as Author, Head Faculty.

Investment Objective

The scheme seeks to generate income & capital appreciation by predominantly investing in an actively managed diversified portfolio of equity & equity related instruments including derivatives.

RETURNS CALCULATOR for DHFL Pramerica Diversified Equity Fund - Regular Plan - Growth Option

Growth of 10000 In SIP (Fund vs Benchmark)

Amount :
Period :
Start :
End :

Growth of 10000 In LUMPSUM (Fund vs Benchmark)

Amount :
Start :

Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

riskometer

Invest Now

Key Performance and Risk Statistics of DHFL Pramerica Diversified Equity Fund - Regular Plan - Growth Option

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
DHFL Pramerica Diversified Equity Fund - Regular Plan - Growth Option - - 0.76 1.12 - -
Equity: Multi Cap - - - - - -

PEER COMPARISION of DHFL Pramerica Diversified Equity Fund - Regular Plan - Growth Option

Period
Data as on - 17-06-2019
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
DHFL Pramerica Diversified Equity Fund - Regular Plan - Growth Option 25-02-2015 0.45 2.58 10.34 0.0 0.0
HDFC Equity Fund - Growth Option 01-01-1995 11.1 8.69 14.38 10.02 14.99
Kotak Standard Multicap Fund - Growth 11-09-2009 7.57 8.05 14.55 14.69 0.0
Reliance Multi Cap Fund-Growth Plan-Growth Option 28-03-2005 7.38 7.76 11.49 10.25 17.07
Canara Robeco Equity Diversified Fund - Regular Plan - Growth 16-09-2003 6.87 9.45 14.53 10.06 13.83
Axis Multicap Fund - Regular Plan - Growth 05-11-2017 6.86 0.0 0.0 0.0 0.0
LIC MF Multicap Fund-Regular Plan-Growth 15-04-1993 5.76 5.71 7.25 5.87 8.1
ICICI Prudential Multicap Fund - Growth 01-10-1994 5.34 7.39 12.03 11.94 14.05
DSP Equity Fund - Regular Plan - Growth 29-04-1997 4.34 7.2 13.51 10.98 13.63
SBI Magnum Multicap Fund - Regular Plan -Growth Option 29-09-2005 3.86 7.37 12.39 14.45 13.27

PORTFOLIO ANALYSIS of DHFL Pramerica Diversified Equity Fund - Regular Plan - Growth Option

Asset Allocation (%)

Do you have an Investment or Mutual Fund Query Post Your Query