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DHFL Pramerica Tax Plan

3 Value Research
-0.94%
Change from previous, NAV as on May 22, 2017
Category: Equity: Tax Planning
Assets: R 46 crore (As on Apr 30, 2017)
Expense: -
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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 19.61 14.60 1.03 1.71 1.01 7.61
S&P BSE 200 14.99 14.25 0.73 1.10 - -
Category 20.93 15.64 1.04 1.53 1.04 8.72
Rank within Category 45 11 35 18 29 43
Number of funds in category 73 73 73 73 73 73
As on Apr 30, 2017. The Risk Measures have been calculated using calendar month returns for the last three years.
Trailing Returns (%) YTD 1-Day 1-W 1-M 3-M 6-M 1-Y 3-Y 5-Y 7-Y 10-Y
Fund 21.44 -0.94 -3.09 2.25 8.59 22.92 27.40 15.88 19.83 11.43 9.61
S&P BSE 200 16.85 -0.14 -1.07 2.53 5.98 19.26 24.81 11.34 15.69 10.11 8.85
Category 18.45 -0.65 -2.05 1.56 7.54 20.12 27.62 17.25 19.83 13.60 11.27
Rank within Category 16 73 73 20 25 19 37 44 16 28 17
Number of funds in category 82 83 83 83 82 82 80 70 35 34 27
As on May 22, 2017
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