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DHFL Pramerica Tax Plan

2 Value Research
0.36%
Change from previous, NAV as on May 30, 2016
Category: Equity: Tax Planning
Assets: R 41 crore (As on Apr 30, 2016)
Expense: 2.71% (As on Jan 31, 2016)
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Trailing Return


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Annual Return (%)
Annual Returns Quarterly Returns Monthly Returns Weekly Returns


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Best & Worst Performance Best (Period) Worst (Period)
Month 26.36   (May 11, 2009 - Jun 10, 2009) -34.53   (Sep 24, 2008 - Oct 24, 2008)
Quarter 65.32   (Mar 09, 2009 - Jun 10, 2009) -42.14   (Sep 02, 2008 - Dec 02, 2008)
Year 99.14   (Mar 09, 2009 - Mar 11, 2010) -60.50   (Jan 14, 2008 - Jan 13, 2009)
Risk Measures (%) Mean Std Dev Sharpe Sortino Beta Alpha
Fund 16.57 14.76 0.78 1.62 0.94 6.37
S&P BSE 200 12.20 15.56 0.46 0.80 - -
Category 18.60 16.62 0.82 1.41 1.02 8.01
Rank within Category 53 69 37 15 57 45
Number of funds in category 71 71 71 71 71 71
As on Apr 30, 2016
Trailing Returns (%) YTD 1-Day 1-W 1-M 3-M 6-M 1-Y 3-Y 5-Y 7-Y 10-Y
Fund 4.22 0.36 5.65 3.94 16.62 4.61 1.12 16.63 11.63 11.47 8.39
S&P BSE 200 2.09 0.34 5.27 3.81 17.01 2.46 -2.38 11.95 8.75 9.96 9.96
Category 1.07 0.33 4.14 3.19 17.15 1.32 -0.45 18.96 12.96 13.73 10.75
Rank within Category 10 33 5 21 45 7 28 50 23 26 21
Number of funds in category 78 80 80 80 80 72 72 68 34 33 24
As on May 30, 2016
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