debtModerate risk

DHFL Pramerica Low Duration Fund - Direct 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 8 Mar 2016.

Latest price per unit

₹9.8385

▲ 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

₹85.7k

▼ ₹14.3k loss · -14.3% / year

Invested 3 years ago

₹94.2k

▼ ₹5.8k loss · -2.0% / 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

11.0%

The value swings roughly 11% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-17.17%

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-14.25%

CAGR — 3 years-1.96%

CAGR — 5 years—

CAGR — since launch-0.60%

Volatility — 1 year (annualised)18.92%

Volatility — 3 years (annualised)11.05%

Max drawdown — 1 year-17.17%

Max drawdown — 3 years-17.17%

Sharpe ratio — 1 year (rf=6%)-1.18

Sharpe ratio — 3 years (rf=6%)-0.73

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: 138452
First price on record: 8 Mar 2016 · 820 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.