DHFL Pramerica Hybrid Equity Fund - Direct Plan - Growth

DHFL Pramerica Hybrid Equity 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 (%)

1.37

Age

NA Years

Fund Manager

Alok Agarwal

AuM (Rs Crores)

214.0434

Asset Class

Hybrid-Equity

Net Asset Value:

69.44

Rating

2

Exit Load

0.01

Benchmark

CRISIL Hybrid 35+65 - Aggressive Index,S&P BSE 200

Fund Type

Balanced

SEBI Category

Aggressive Hybrid Fund

Turnover Ratio(Monthly)

1.77 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 seek to generate long term capital appreciation and income from a portfolio of equity and equity related securities as well as fixed income securities. However, there can be no assurance that the investment objective of the Scheme will be achieved. The Scheme does not guarantee/ indicate any returns.

Top Holdings:

  • Banks (21.91)
  • IT - Software (1.76)
  • Pharmaceuticals (7.11)
  • FMCG (6.16)
  • Refineries (4.67)
  • Tobacco Products (4.17)
  • Automobile (3.17)
  • Infrastructure Developers & Operators (2.85)
  • Finance (2.48)
  • Plantation & Plantation Products (2.47)


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