DHFL Pramerica Long Term Equity Fund (An Open Ended Equity Linked Savings Scheme with a statutory lock-in of 3 years and tax benefit)
(Formerly known as DHFL Pramerica Tax Savings Fund)


Key Features

Benchmark Index

S&P BSE 200 TR Index

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Minimum Application Amount

Rs. 500/- and in multiples of Rs. 500/- thereafter.

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Minimum Additional Amount

Rs. 500/- and in multiples of Rs. 500/- thereafter.

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Exit Load

NIL

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Scheme Overview

Investment 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.

Investment Strategy

  • The fund actively manages a diversified portfolio of strong growth companies with sustainable business models The fund will invest through a bottom up stock–by–stock selection across market cap spectrum, with consideration given to price–to–earnings, price–to–book, and price–to–sales ratios, as well as growth, margins, asset returns, and cash flows, amongst others.
  • The company–wise analysis will focus, amongst others, on the historical and current financial condition of the company, potential value creation/unlocking of value and its impact on earnings growth, capital structure, business prospects, policy environment, strength of management, responsiveness to business conditions, product profile, brand equity, market share, competitive edge, research, technological know–how and transparency in corporate governance.
Scheme Performance
Scheme Portfolio
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This product is suitable for investors who are seeking*:

  • Long-term capital appreciation

  • 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.

  • 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

Avinash Agarwal

Mr. Avinash Agarwal

Over 11 years of experience in equity markets

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