elssModerate risk

DHFL Pramerica Tax Plan - Direct Plan - Bonus

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

₹20.61

▲ 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

₹98.5k

▼ ₹1.5k loss · -1.5% / year

Invested 3 years ago

₹1.30 L

▲ ₹30.4k gain · 9.2% / 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-1.53%

CAGR — 3 years9.25%

CAGR — 5 years—

CAGR — since launch14.09%

Volatility — 1 year (annualised)12.36%

Volatility — 3 years (annualised)12.00%

Max drawdown — 1 year-14.69%

Max drawdown — 3 years-14.83%

Sharpe ratio — 1 year (rf=6%)-0.62

Sharpe ratio — 3 years (rf=6%)0.25

Fund info

Fund house: DHFL Pramerica Mutual Fund
Category: Equity Scheme - ELSS
Plan: Direct
Option: Bonus
ISIN (Growth): —
ISIN (Div re-invest): —
Fund code: 138396
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.