debtModerate risk

DHFL Pramerica Low Duration Fund - Direct Plan - Quarterly Dividend

Invests in bonds and loans. Lower returns than equity but much less bumpy — often used for shorter goals. From DHFL Pramerica Mutual Fund. It's been running since 16 May 2016.

Latest price per unit

₹8.7376

▲ 0.06% 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

₹85.6k

▼ ₹14.4k loss · -14.4% / year

Invested 3 years ago

₹85.0k

▼ ₹15.0k loss · -5.3% / 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

11.9%

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

Worst drop ever

-17.70%

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-14.36%

CAGR — 3 years-5.27%

CAGR — 5 years—

CAGR — since launch-5.02%

Volatility — 1 year (annualised)18.94%

Volatility — 3 years (annualised)11.90%

Max drawdown — 1 year-17.20%

Max drawdown — 3 years-17.70%

Sharpe ratio — 1 year (rf=6%)-1.19

Sharpe ratio — 3 years (rf=6%)-1.06

Fund info

Fund house: DHFL Pramerica Mutual Fund
Category: Debt Scheme - Low Duration Fund
Plan: Direct
Option: Dividend
ISIN (Growth): —
ISIN (Div re-invest): —
Fund code: 138445
First price on record: 16 May 2016 · 671 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.