DHFL Pramerica Tax Savings Fund (An Open Ended Equity Linked Savings Scheme with a lock-in period of 3 years)


Key Features

Benchmark Index

S&P BSE 200 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.

However, there is no assurance that the investment objective shall be realized.

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
Download Scheme Performance
FundS&P BSE 200 Index^NIFTY 50#
PeriodReturns (%)Value (INR)*Returns (%)Value (INR)*Returns (%)Value (INR)*
Regular Plan - Growth Option
30 Dec 2015 To 30 Dec 20162.16102164.52104523.6710367
Since Inception (CAGR)3.610380.18.23108707.1510755.62
Direct Plan - Growth Option
30 Dec 2015 To 30 Dec 20162.85102854.52104523.6710367
Since Inception (CAGR)4.3610460.438.23108707.1510755.62
Date of Inception: Regular Plan: December 11, 2015; Direct Plan: December 11, 2015. 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*:

  • 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

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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