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DHFL Pramerica Tax Plan - Direct Plan - Growth

  • Regular
  • Direct
Category : ELSS
  • NAV
    : ₹ 33.48 0%
    (as on 28th July, 2019)
This scheme closed on 28-07-2019 & the data you are seeing is not latest data.

Suitable For : Investors who are looking to invest money for at least 3 years and looking for additional benefits of income tax saving apart from higher returns expectations. At the same time, these investors should also be ready for possibility of moderate losses in their investments and 3 year lock-in period.

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Returns (NAV as on 28th July, 2019)

Period Invested for ₹10000 Invested on Latest Value Absolute Returns Annualised Returns Rank within Category
1 Week 19-Jul-19 9896.50 -1.03% - 26/64
1 Month 28-Jun-19 9563.00 -4.37% - 18/64
3 Month 26-Apr-19 9786.60 -2.13% - 12/64
6 Month 28-Jan-19 10676.00 6.76% - 15/64
YTD 01-Jan-19 10442.90 4.43% - 13/64
1 Year 27-Jul-18 9922.90 -0.77% -0.77% 19/62
2 Year 28-Jul-17 10856.00 8.56% 4.19% 15/52
3 Year 28-Jul-16 13196.70 31.97% 9.69% 15/45
5 Year 28-Jul-14 17592.90 75.93% 11.95% 12/33
Since Inception 08-Jan-13 24402.20 144.02% 14.58% 13/56

SIP Returns (NAV as on 28th July, 2019)

Period Invested for ₹1000 SIP Started on Investments Latest Value Absolute Returns Annualised Returns
1 Year 27-Jul-18 12000 12212.8 1.77 % 3.3 %
2 Year 28-Jul-17 24000 24706.12 2.94 % 2.82 %
3 Year 28-Jul-16 36000 40026.31 11.18 % 7.01 %
5 Year 28-Jul-14 60000 76873.61 28.12 % 9.85 %
 

Tax Treatment

Portfolio

This fund is inactive, so it does not have any stocks/debt in its current portfolio.

Alternative Funds (Category Peers)

Scheme Name
Crisil Rank
Asset Size (Cr)
1M
3M
6M
1Y
3Y
JM Tax Gain Fund - (Direct) - Growth 5 33.26 5.55 5.13 4.39 17.84 11.35
Axis Long Term Equity Fund - Direct Plan - Growth 4 20425.31 5.46 4.05 6.55 16.53 13.14
BNP Paribas Long Term Equity Fund - Direct Plan - Growth 3 471.08 4.02 1.97 4.16 16.04 8.93
DSP Tax Saver Fund - Direct Plan - Growth 3 5840.90 3.07 1.38 1.78 15.75 9.22
Tata India Tax Savings Fund - Direct Plan - Growth NA 1919.17 1.98 -1.44 0.03 14.18 9.74
LIC MF Tax Plan 1997 - Direct Plan - Growth 4 243.54 3.82 3.77 3.75 13.79 10.55
Canara Robeco Equity Tax Saver - Direct Plan - Growth 5 965.21 4.87 -0.41 -0.16 12.36 10.38
Motilal Oswal Long Term Equity Fund - Direct Plan - Growth 3 1500.24 4.46 4.08 2.45 11.69 10.27
Kotak Tax Saver Scheme - Direct Plan - Growth 4 946.65 2.44 -2.18 -0.37 11.61 9.02
Mirae Asset Tax Saver Fund - Direct Plan - Growth 5 2465.46 0.69 -1.54 -0.76 11.17 13.86

More Funds from PGIM India Mutual Fund

Out of 38 mutual fund schemes offered by this AMC, 1 is/are ranked 5 * , 1 is/are ranked 4 * , 4 is/are ranked 3 * , 5 is/are ranked 2 * , 2 is/are ranked 1 * , and 25 schemes are not ranked. See more about AMC

Scheme Name
Crisil Rank
Asset Size (Cr)
1M
3M
6M
1Y
3Y
PGIM India Insta Cash Fund - Direct Plan - Growth 2 714.56 0.48 1.53 3.36 7.29 7.11
PGIM India Credit Risk Fund- Direct Plan - Growth 2 443.01 3.39 3.19 0.58 4.83 6.30
PGIM India Long Term Equity Fund - Direct Plan - Growth 3 353.21 2.41 -1.46 -0.80 9.46 8.90
PGIM India Large Cap Fund - Direct Plan - Growth 3 320.62 2.34 -1.34 0.55 10.35 9.15
PGIM India Fixed Duration Fund - Series AY - Direct Plan - Growth NA 288.23 0.85 2.59 5.60 12.63 0.00
PGIM India Arbitrage Fund - Direct Plan - Growth 2 178.97 0.74 1.61 3.75 6.50 6.53
PGIM India Fixed Duration Fund - Series AE - Direct Plan - Growth NA 159.58 0.60 2.14 4.35 9.63 0.00
PGIM India Hybrid Equity Fund - Direct Plan - Growth NA 150.69 2.61 0.04 0.01 7.00 5.69
PGIM India Low Duration Fund - Direct Plan - Growth 1 150.01 7.45 2.76 -12.52 -8.38 1.90
PGIM India Midcap Opportunities Fund - Direct Plan - Growth 2 118.88 3.05 -3.56 -5.99 0.67 0.58

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