DHFL Pramerica Equity Savings Fund - Direct Plan - Growth

DHFL Pramerica Equity Savings Fund - Direct Plan - Growth of DHFL Pramerica Mutual Fund has asset class type as Hybrid-Equity. Oro Wealth rating for the fund is 2.

Basic Details

Riskometer

Moderately High

Expense Ratio (%)

0.42

Age

NA Years

Fund Manager

Alok Agarwal

AuM (Rs Crores)

30.2784

Asset Class

Hybrid-Equity

Net Asset Value:

32.2506

Rating

2

Exit Load

0.01

Benchmark

Crisil Liquid Fund Index,Nifty 50,Nifty 50 Arbitrage TRI,Nifty 50 TRI

Fund Type

Balanced

SEBI Category

Equity Savings

Turnover Ratio(Monthly)

.6 Times

Fund Manager Details:

Alok Agarwal CA, CFA, MS (Finance), M.Com Over 9 years of experience in the equity markets. i) June 14, 216 onwards - Fund Manager - Equity - DHFL Pramerica Asset Managers Private Limited; ii) March 8, 216 till June 13, 216 - Portfolio Manager - Equity - DHFL Pramerica Asset Managers Private Limited; iii) June 214 to March 7, 216 - Portfolio Manager - Equity - Deutshe Asset Management (India) Private Limited; iv) November 21 to June 214 - Portfolio Manager - Equity - Deutsche Bank AG; v) March 28 to November 21 - PMS - Head, Portfolio Manager - Equity - K. R. Choksey Shares & Securities; vi) August 27 to March 28 - Manager - Equity Research - E-nxt Financials Ltd (a TATA Enterprise); vii) June 22 to August 27 - Author, Head Faculty - Pinnacle Academy.

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. However, there can be no assurance that the investment objective of the Scheme will be realized or that income will be generated and the scheme does not assure or guarantee any returns.

Top Holdings:

  • Banks (17.53)
  • Steel (9.46)
  • Cement (8.56)
  • Pharmaceuticals (8.5)
  • IT - Software (5.98)
  • Automobile (3.95)
  • Refineries (3.59)
  • Tobacco Products (2.89)
  • Entertainment (2.77)
  • Infrastructure Developers & Operators (2.5)


  • Top 5 Sector Allocations of the Fund
    Top 5 Company Allocations of the Fund
    Debt Composition