elssHigh risk

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.

Latest price per unit

₹33.48

▲ 0.00% today

As of 28 Jul 2019 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹99.2k

▼ ₹769 loss · -0.8% / year

Invested 3 years ago

₹1.32 L

▲ ₹32.0k gain · 9.7% / year

These are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.

Price over time

How the per-unit price has moved. Tap a range to zoom in.

Bumpiness & worst drops

Day-to-day bumpiness

12.0%

The value swings roughly 12% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-14.83%

A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.

Technical details (for the pros)

CAGR — 1 year-0.77%

CAGR — 3 years9.69%

CAGR — 5 years—

CAGR — since launch14.51%

Volatility — 1 year (annualised)12.39%

Volatility — 3 years (annualised)12.01%

Max drawdown — 1 year-14.53%

Max drawdown — 3 years-14.83%

Sharpe ratio — 1 year (rf=6%)-0.56

Sharpe ratio — 3 years (rf=6%)0.29

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

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.