CLOSED
NIFTY 5022,453.30+0.98%SENSEX74,235.62+1.24%BANK NIFTY48,892.15+1.45%NIFTY IT35,124.80-0.52%NIFTY MIDCAP52,487.25+0.87%NIFTY 5022,453.30+0.98%SENSEX74,235.62+1.24%BANK NIFTY48,892.15+1.45%NIFTY IT35,124.80-0.52%NIFTY MIDCAP52,487.25+0.87%
MF—Growth

DHFL Pramerica Large Cap Fund - Wealth Plan - Growth

Large Cap FundEquity - Large Cap FundBenchmark: NIFTY 50 - TRI
NAV · 28 Jul 2019₹34.740.00%
AUM₹538 Crfrom this fund's primary plan
Expense Ratio2.59%
CAGR—
Exit LoadNil upto 10% of units and 1% for excess units on or before 12M, Nil after 12M
Min SIP₹1,000from this fund's primary plan
Launched2009

Investment Objective

The Investment objective of the Scheme is to generate long term capital growth from a diversified portfolio of equity and equity related securities of predominantly large cap companies. However, there can be no assurance that the investment objective of the Scheme will be achieved. The Scheme does not guarantee/ indicate any returns.

Fund Mandate

Debt Securities & MMI0%–20%
Equity and Equity related instruments of Large Cap companies80%–100%
Equity and Equity related instruments of other companies0%–20%
Fund Managers
AA
Alok Agarwal
Fund Manager
Key Information
2.59%
₹1,000from this fund's primary plan
₹25,000
Nil upto 10% of units and 1% for excess units on or before 12M, Nil after 12M
Nil
Inception27 Apr 2009
AMC—
Top Holdings

Portfolio holdings not disclosed for this fund yet.

On This Page
NAV growthTop holdings
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Trailing Returns
PeriodReturns
1 Day0.00%
Risk Metrics

Risk metrics are not available for this fund.

Fees
2.59%
Nil upto 10% of units and 1% for excess units on or before 12M, Nil after 12M
Nil
₹1,000from this fund's primary plan
₹25,000
Capital Gains Tax, general rules

This is an equity-oriented fund. Under rules effective since Budget 2024 (23 July 2024):

Short-Term Capital Gains (held ≤ 12 months): taxed at a flat 20%.

Long-Term Capital Gains (held > 12 months): taxed at 12.5% on gains above ₹1.25 lakh in a financial year, with no indexation benefit.

General information only, not tax advice, actual liability depends on your overall income and applicable law at the time of redemption. Consult a tax advisor for your specific situation.

Frequently Asked QuestionsGeneral mutual-fund FAQs, not specific to this scheme