Search

DHFL Pramerica Tax Plan

2 Value Research
-0.57%
Change from previous, NAV as on Aug 25, 2016
Category: Equity: Tax Planning
Assets: R 45 crore (As on Jul 31, 2016)
Expense: -
SUBSCRIBE TO THE VALUE RESEARCH FUNDLINE NEWSLETTER
Trailing Return


Please wait while we are fetching data...
Annual Return (%)
Annual Returns Quarterly Returns Monthly Returns Weekly Returns


Please wait while we are fetching data...
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 21.31 14.78 1.10 2.04 0.94 7.06
S&P BSE 200 17.45 15.40 0.81 1.35 - -
Category 23.73 16.37 1.15 1.80 1.00 8.93
Rank within Category 52 5 38 14 20 49
Number of funds in category 71 71 71 71 71 71
As on Jul 31, 2016. 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 13.05 -0.57 -0.49 1.00 12.11 26.69 14.70 23.83 15.79 11.34 10.13
S&P BSE 200 9.37 -0.59 -0.67 0.43 10.42 25.71 11.04 19.35 12.98 9.82 10.25
Category 10.22 -0.38 -0.29 1.66 11.87 27.95 12.90 26.79 16.95 13.65 12.07
Rank within Category 14 71 54 58 39 44 22 53 22 27 18
Number of funds in category 78 80 80 80 80 78 72 68 34 33 24
As on Aug 25, 2016
comments powered by Disqus