DHFL Pramerica Tax Plan - Direct Plan - Growth
An equity fund that also saves you tax under Section 80C. Money is locked in for 3 years. From DHFL Pramerica Mutual Fund. It's been running since 8 Mar 2016.
What ₹1 lakh would have become
Based on past returnsThese are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.
Play with a monthly investment
Slide the amount and switch the duration. Left column uses real past prices. Right column projects forward using this fund's historical rate — a calculation, not a prediction.
Vs 76 other funds in Equity Scheme - ELSS
Descriptive rankings within the same category and plan. Not a recommendation — one fund beating another historically does not mean it will continue to do so.
Year by year
Calendar-year returns. 3 of last 4 years were positive.
Price over time
How the per-unit price has moved. Tap a range to zoom in.
Bumpiness & worst drops
The value swings roughly 12% up or down in a typical year. Finance-speak calls this volatility.
A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.
Similar funds you might want to look at
Same category, same plan, sorted by 3-year return. Not recommendations — just neighbours.
Head-to-head comparisons
Side-by-side comparisons of DHFL Pramerica Tax Plan - Direct Plan - Growth against other elss funds.
Technical details (for the pros)
Fund info
- Fund house
- DHFL Pramerica Mutual Fund
- Category
- Equity Scheme - ELSS
- Plan
- Direct
- Option
- Growth
- ISIN (Growth)
- —
- ISIN (Div re-invest)
- —
- Fund code
- 138394
- First price on record
- 8 Mar 2016 · 836 daily prices
About DHFL Pramerica Tax Plan - Direct Plan - Growth
DHFL Pramerica Tax Plan - Direct Plan - Growth is a Equity Scheme - ELSS offered by DHFL Pramerica Mutual Fund under the Direct plan with the Growth option. It has approximately 11 years of NAV track record. The fund falls in the elss category — An equity fund that also saves you tax under Section 80C. Money is locked in for 3 years.
The current NAV of DHFL Pramerica Tax Plan - Direct Plan - Growth is ₹33.4800 (as of 28 Jul 2019). Historically, it has delivered -0.77% over the last year, 9.69% CAGR over 3 years. Returns are historical and don't predict future performance.
Over the last three years, the fund's prices have moved with 12.0% annualised volatility — a "high" level of bumpiness; its deepest peak-to-trough fall on record was 14.8%. Being mentally prepared for drawdowns of this size is what separates long-term investors from reactive traders.
Frequently asked
What is the latest NAV of DHFL Pramerica Tax Plan - Direct Plan - Growth?+
The latest NAV of DHFL Pramerica Tax Plan - Direct Plan - Growth is ₹33.4800 as of 28 Jul 2019, up 0.00% from the previous day. NAV is updated once a business day after the market close.
What are the returns of DHFL Pramerica Tax Plan - Direct Plan - Growth?+
DHFL Pramerica Tax Plan - Direct Plan - Growth has delivered 1-year return -0.77%, 3-year CAGR 9.69%, since-inception CAGR 14.51%. Returns are historical and don't predict future performance — markets move in cycles.
What category does DHFL Pramerica Tax Plan - Direct Plan - Growth belong to?+
DHFL Pramerica Tax Plan - Direct Plan - Growth is categorised as Equity Scheme - ELSS. An equity fund that also saves you tax under Section 80C. Money is locked in for 3 years.
How risky is DHFL Pramerica Tax Plan - Direct Plan - Growth?+
Based on its 3-year annualised volatility of 12.0%, DHFL Pramerica Tax Plan - Direct Plan - Growth sits in the "high" risk bucket. Volatility measures how much prices swing — higher means bigger ups and downs along the way.
What is the lock-in period for DHFL Pramerica Tax Plan - Direct Plan - Growth?+
DHFL Pramerica Tax Plan - Direct Plan - Growth is an ELSS (Equity Linked Savings Scheme) with a 3-year lock-in on each individual investment. Every SIP installment is locked separately for 3 years from its purchase date — the January 2024 units unlock in January 2027, February 2024 units in February 2027, and so on.
Is DHFL Pramerica Tax Plan - Direct Plan - Growth a direct plan?+
DHFL Pramerica Tax Plan - Direct Plan - Growth is a Direct plan (no distributor commission — lower expense ratio) with the Growth option (all returns compound within the fund, no interim payouts).
How old is DHFL Pramerica Tax Plan - Direct Plan - Growth?+
DHFL Pramerica Tax Plan - Direct Plan - Growth has NAV history available from 8 Mar 2016 — approximately 11 years of track record and 836 daily NAV observations.
Numbers are computed from stored daily prices from mfapi.in/AMFI. This is descriptive analytics, not investment advice. Past performance is not indicative of future returns.