DHFL Pramerica Balanced Advantage Fund (Open Ended Balanced Scheme)


Key Features

Benchmark Index

CRISIL Balanced Fund - Aggressive Index

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Minimum Application Amount

Minimum of Rs. 5000/- and in multiples of Rs. 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

The investment objective of the scheme is to generate long term capital appreciation and income from a portfolio of equity and equity related securities as well as fixed income securities.

Investment Strategy

  • The scheme will seek to achieve its investment objective primarily by investing in equity, debt and money market instruments; while also employing strategies exploit available arbitrage opportunities in equity markets.
  • The fund manager will invest into companies across market capitalization. A combination of the top down and bottom up approach will be used to invest in equity and equity related instruments.
  • The scheme will also employ various strategies which seek to exploit available arbitrage opportunities in the markets.
  • The fixed income portfolio will consist of a pool of investment grade rated fixed income securities.
  • The Fund Management team may endeavor to generate returns whilst moderating credit and interest rate risk.
Scheme Performance
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

Alok Agarwal

Mr. Alok Agarwal

Over 9 years of experience in equity markets.

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Rakesh Suri

Mr. Rakesh Suri

Over 17 years of experience in fixed income markets

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


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Aims to generate capital appreciation and income from a mix of equity and fixed income securities