DHFL Pramerica Large Cap Fund (Open Ended Equity Scheme)


Key Features

Benchmark Index

Nifty 50

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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

1% if the investor redeems within 1 year from the date of allotment of units.

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Scheme Overview

Investment Objective

DHFL Pramerica Large Cap Fund seeks to generate long-term capital growth from investment in a diversified portfolio of equity and equity related securities.

Investment Strategy

  • The aim of the scheme is to deliver above benchmark returns with due regard to capital conservation by providing long-term capital growth from an actively managed portfolio, mainly comprising companies registered in and/or listed on a regulated market of India.
  • Focuses on blue-chip and growth oriented stocks with longer term investment horizon
  • Focus on intrinsic value v/s market value to identify growth & value unlocking opportunities
  • Combination of top-down and bottom-up approach, with adequate risk controls
    • Top down approach to choose weighting for sectors
    • Within sector, bottom-up approach to identify investment opportunities
Scheme Performance
Download Scheme Performance
FundNifty 50^SENSEX#
PeriodReturns (%)Value (INR)*Returns (%)Value (INR)*Returns (%)Value (INR)*
Regular Plan - Growth Option
30 Dec 2015 To 30 Dec 20163.3510335.33.6710366.692.5710257
30 Dec 2014 To 30 Dec 20151.8810188.3-4.279573.24-5.279473
30 Dec 2013 To 30 Dec 201443.0514305.1331.1113110.9829.6112961
Since Inception (CAGR)19.9812638016.0179120.4316.3882684.43
Direct Plan - Growth Option
30 Dec 2015 To 30 Dec 20164.8610486.373.6710366.692.5710257
30 Dec 2014 To 30 Dec 20153.2210321.55-4.279573.24-5.279473
30 Dec 2013 To 30 Dec 201444.1514415.2831.1113110.9829.6112961
Since Inception (CAGR)14.116942.738.313755.687.9913596.99
Date of Inception: Regular Plan: January 21, 2003; Direct Plan: January 01, 2013. 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*:

  • Capital growth over the long term

  • Investment in Equity and equity related securities

  • Degree of risk – MODERATELY HIGH.

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

Moderately High

Moderately High - Investors understand that their principal will be at moderately high risk

fund managers

AkashSinghania

Mr. Akash Singhania

Over 10 years of experience in financial markets

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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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