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DHFL Pramerica Tax Plan

3 Value Research
0.68%
Change from previous, NAV as on Sep 28, 2016
Category: Equity: Tax Planning
Assets: R 45 crore (As on Aug 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 23.33 14.37 1.28 2.31 0.94 7.09
S&P BSE 200 19.65 14.99 0.98 1.54 - -
Category 25.95 15.97 1.32 2.00 1.00 9.01
Rank within Category 53 5 37 10 19 50
Number of funds in category 71 71 71 71 71 71
As on Aug 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 16.30 0.68 0.40 3.04 11.78 19.91 18.33 22.64 16.10 10.84 9.88
S&P BSE 200 11.84 0.56 0.31 2.39 9.61 18.01 14.80 17.68 13.17 9.10 9.78
Category 13.48 0.65 0.81 3.00 11.38 21.14 16.37 25.68 17.30 13.02 11.83
Rank within Category 19 32 57 36 28 50 22 55 23 26 18
Number of funds in category 78 80 80 80 80 80 72 70 34 33 24
As on Sep 28, 2016
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