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DHFL Pramerica Tax Plan

3 Value Research
0.99%
Change from previous, NAV as on Dec 15, 2017
Category: Equity: Tax Saving
Assets: R 47 crore (As on Nov 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 12.38 13.25 0.60 1.00 0.92 5.83
S&P BSE 200 9.39 13.51 0.37 0.60 - -
Category 13.22 14.18 0.62 0.88 0.95 6.61
Rank within Category 44 14 38 26 25 45
Number of funds in category 73 73 73 73 73 73
As on Nov 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 36.03 0.99 0.20 2.82 2.82 7.60 35.79 13.62 17.99 11.27 5.52
S&P BSE 200 29.98 0.87 0.42 2.52 3.05 9.33 29.83 10.53 13.68 9.33 5.76
Category 35.04 0.96 0.25 3.30 4.44 10.75 34.67 14.27 18.18 13.12 8.37
Rank within Category 31 33 44 55 62 74 31 38 19 26 23
Number of funds in category 81 82 82 82 82 82 81 69 34 33 26
As on Dec 15, 2017
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