DHFL Pramerica Credit Opportunities Fund (Open ended income scheme)


Key Features

Benchmark Index

CRISIL Short Term Bond Fund Index

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Minimum Application Amount

Minimum of Rs. 5000/- and in multiples of Re. 1/- thereafter

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Minimum Additional Amount

Minimum of Rs. 1000/- and in multiples of Re. 1/-thereafter or 100 units.

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Exit Load

10% of the units allotted may be redeemed without any exit load within 1 year from the date of allotment;
- Any redemptions / switch outs in excess of the above mentioned limit would be subject to an exit load of 1%, if the units are redeemed / switched out within 1 year from the date of allotment of units;
- Nil - If the units are redeemed / switched out after 1 year from the date of allotment of units.

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Scheme Overview

Investment Objective

The investment objective of the Scheme is to generate income and capital appreciation by investing predominantly in corporate debt.

Investment Strategy

  • DHFL Pramerica Credit Opportunities Fund is a short to medium term investment option that provides the flexibility to counter a dynamic environment by actively managing its portfolio in line with the evolving interest rate scenario.
  • The investment strategies will focus on constructing fixed income portfolios across the credit spectrum in line with above objective, maintaining an optimum balance of credit quality, liquidity and yield.
  • The fund will have an actively managed portfolio of short and medium term corporate bonds
  • The Portfolio follows an accrual strategy; exposure to AA / A rated securities would provide relatively higher yield on the portfolio
  • The fund is positioned to capture opportunities in the accrual and credit space.
Scheme Performance
Download Scheme Performance
FundCRISIL Short Term Bond Fund Index^CRISIL 10 Year Gilt Index#
PeriodReturns (%)Value (INR)*Returns (%)Value (INR)*Returns (%)Value (INR)*
Regular Plan - Growth Option
30 Dec 2015 To 30 Dec 201610.0411004.419.8710986.8114.911490
30 Dec 2014 To 30 Dec 201510.7911079.158.6710867.377.5810758
Since Inception (CAGR)10.8312609.49.5212274.8812.8113123
Direct Plan - Growth Option
30 Dec 2015 To 30 Dec 201611.2111121.479.8710986.8114.911490
30 Dec 2014 To 30 Dec 201511.8411184.458.6710867.377.5810758
Since Inception (CAGR)11.9212891.99.5212274.8812.8113123
Date of Inception: Regular Plan: September 29, 2014; Direct Plan: September 29, 2014. CAGR – Compounded Annual Growth Rate
^ Scheme Benchmark. # Standard Benchmark. *Based on standard investment of ` 10,000 made at the beginning of the relevant period. Since Inception returns have been calculated from the date of inception till December 30, 2016. Past performance may or may not be sustained in future and should not be used as a basis for comparison with other investments.
Scheme Portfolio




riskometer

This product is suitable for investors who are seeking*:

  • Income and capital appreciation over medium to long term

  • Investment predominantly in corporate bonds of various maturities and across ratings

  • Degree of risk – MODERATE.

*Investors should consult their financial advisers if in doubt about whether the product is suitable for them.

Moderate

Moderate - Investors understand that their principal will be at moderate risk

fund managers

KRamakrishnan

Mr. Kumaresh Ramakrishnan

Over 19 years of experience in Fixed Income markets as Fund Manager and Analyst

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MUTUAL FUND INVESTMENTS ARE SUBJECT TO MARKET RISKS, READ ALL SCHEME RELATED DOCUMENTS CAREFULLY.


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