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DHFL Pramerica Tax Plan

3 Value Research
0.08%
Change from previous, NAV as on Jan 19, 2017
Category: Equity: Tax Planning
Assets: R 40 crore (As on Dec 31, 2016)
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 15.43 14.59 0.73 1.28 0.99 5.78
S&P BSE 200 12.00 14.69 0.49 0.79 - -
Category 17.58 16.01 0.80 1.25 1.04 7.67
Rank within Category 51 8 44 33 22 51
Number of funds in category 73 73 73 73 73 73
As on Dec 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 4.94 0.08 0.94 5.60 -5.64 -0.34 16.90 17.68 15.68 8.30 8.13
S&P BSE 200 4.05 0.24 0.68 4.63 -2.98 1.03 16.38 13.52 12.57 7.41 7.93
Category 4.57 0.26 0.88 4.83 -3.73 3.19 18.47 20.01 16.99 11.09 9.90
Rank within Category 30 69 39 25 76 72 44 51 24 30 20
Number of funds in category 82 82 82 82 82 80 78 70 35 34 26
As on Jan 19, 2017
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