Search

DHFL Pramerica Tax Plan

3 Value Research
-0.40%
Change from previous, NAV as on Oct 18, 2017
Category: Equity: Tax Planning
Assets: R 45 crore (As on Sep 30, 2017)
Expense: -
GET FUND UPDATES FROM VALUE RESEARCH IN YOUR INBOX
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 13.52 13.44 0.68 1.14 0.95 5.92
S&P BSE 200 10.07 13.38 0.42 0.68 - -
Category 13.77 14.18 0.66 0.94 0.96 6.15
Rank within Category 37 14 35 19 29 37
Number of funds in category 73 73 73 73 73 73
As on Sep 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 31.98 -0.40 1.30 -0.84 3.06 11.84 18.40 15.48 17.65 9.60 7.13
S&P BSE 200 27.24 -0.20 2.18 0.27 4.40 12.17 18.52 12.06 13.98 8.26 7.37
Category 29.96 -0.20 1.58 -0.13 4.32 12.19 19.54 15.93 18.13 11.85 10.05
Rank within Category 32 72 55 66 58 48 48 35 19 28 24
Number of funds in category 81 82 82 82 82 82 79 69 34 33 26
As on Oct 18, 2017
comments powered by Disqus