debtVery high risk

DHFL Pramerica Medium Term Fund - Direct Plan - Monthly 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

₹4.8339

▲ 0.01% today

As of 22 Jun 2019 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹46.1k

▼ ₹53.9k loss · -53.9% / year

Invested 3 years ago

₹45.3k

▼ ₹54.7k loss · -23.2% / 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

44.7%

The value swings roughly 45% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-59.14%

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-53.88%

CAGR — 3 years-23.21%

CAGR — 5 years—

CAGR — since launch-20.66%

Volatility — 1 year (annualised)77.54%

Volatility — 3 years (annualised)44.69%

Max drawdown — 1 year-56.15%

Max drawdown — 3 years-59.14%

Sharpe ratio — 1 year (rf=6%)-1.12

Sharpe ratio — 3 years (rf=6%)-0.75

Fund info

Fund house: DHFL Pramerica Mutual Fund
Category: Debt Scheme - Medium Duration Fund
Plan: Direct
Option: Dividend
ISIN (Growth): —
ISIN (Div re-invest): —
Fund code: 138697
First price on record: 8 Mar 2016 · 795 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.