elssHigh risk

DHFL Pramerica Tax Plan - Direct Plan - Dividend

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

₹23.82

▲ 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

₹91.6k

▼ ₹8.4k loss · -8.4% / year

Invested 3 years ago

₹1.01 L

▲ ₹847 gain · 0.3% / 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

14.8%

The value swings roughly 15% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-25.67%

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-8.44%

CAGR — 3 years0.28%

CAGR — 5 years—

CAGR — since launch5.77%

Volatility — 1 year (annualised)13.78%

Volatility — 3 years (annualised)14.84%

Max drawdown — 1 year-14.63%

Max drawdown — 3 years-25.67%

Sharpe ratio — 1 year (rf=6%)-1.11

Sharpe ratio — 3 years (rf=6%)-0.38

Fund info

Fund house: DHFL Pramerica Mutual Fund
Category: Equity Scheme - ELSS
Plan: Direct
Option: Dividend
ISIN (Growth): —
ISIN (Div re-invest): —
Fund code: 138395
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.