DHFL Pramerica Hybrid Equity Fund (An open ended hybrid scheme investing predominantly in equity and equity related instruments)


Key Features

Benchmark Index

CRISIL Hybrid 35+65 - Aggresive Index

More
X
Minimum Application Amount

Minimum of Rs. 5000/- and in multiples of Rs. 1/- thereafter.

More
X
Minimum Additional Amount

Minimum of Rs. 1000/- and in multiples of Re.1/- thereafter or 100 units

More
X
Exit Load

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

More
X
Scheme Overview

Investment Objective

The investment objective of the scheme is to seek 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 and equity related instruments, debt and money market instruments and thru investments in InVITs and REITs.
  • 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
Request a callback

Server error

riskometer

This product is suitable for investors who are seeking*:

  • Capital growth over the long term

  • Investing predominantly 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

KRamakrishnan

Mr. Kumaresh Ramakrishnan

Over 20 years of experience in Fixed Income markets as Fund Manager and Analyst

Read More...

Alok Agarwal

Mr. Alok Agarwal

Over 15 years of experience in equity market & Finance

Read More...

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


Recently viewed schemes

Equity exposure between 65%-80%