DHFL Pramerica Equity Income Fund (Open Ended Equity Scheme)


Key Features

Benchmark Index

75% of CRISIL Liquid Fund Index and 25% in 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

The investment objective of the scheme is to provide capital appreciation and income distribution to the investors by using equity and equity related instruments, arbitrage opportunities and investments in debt and money market instruments.

Investment Strategy

  • The scheme seeks to achieve its investment objective primarily by employing various strategies which seek to exploit available arbitrage opportunities in equity markets combined with investments in unhedged equity positions as well as debt and money market instruments.
  • A top down and bottom up approach will be used to invest in equity and equity related instruments. 15% to 30% of the portfolio is invested in equity to benefit from the upside in the equity markets
  • The debt allocation is actively managed and the Fund Management team may endeavor to generate returns whilst moderating credit and interest rate risk. Up to 30% of the portfolio is invested in medium to long term bonds, including G-secs, to benefit from a rally in bond prices brought about by a decline in interest rates
  • About 40% to 50% of the portfolio would be invested in equity arbitrage positions to cushion the volatility in returns
Scheme Performance
Scheme Portfolio




riskometer

This product is suitable for investors who are seeking*:

  • Capital appreciation and Income distribution over the medium term

  • Investment primarily in equity and equity related securities and a small allocation to debt 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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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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