MFDirect · Growth

DHFL Pramerica Mid Cap Fund - Series 1 - Growth - Direct Plan

Mid Cap FundEquity - Mid Cap FundBenchmark: Nifty Midcap 100
NAV · 18 Dec 2017₹18.46+0.04%
AUM₹52 Crfrom this fund's primary plan
Expense Ratio1.21%
CAGR
Exit Load
Min SIP
Launched2014

Investment Objective

The objective of the scheme is to generate long term capital appreciation from a portfolio that is substantially constituted of equity and equity related securities of Mid Cap Companies. There can be no assurance that the investment objective of the Scheme will be realized.

Fund Mandate

Debt & MMI0%–20%
Equity & Equity Related instruments of Midcap companies70%–100%
Equity & Equity Related instruments of Non Midcap companies0%–30%
Fund Managers
AA
Avinash Agarwal
Fund Manager
Key Information
1.21%
₹5,000
Nil
Inception19 Dec 2014
AMC
Top Holdings

Portfolio holdings not disclosed for this fund yet.

Trailing Returns
PeriodReturns
1 Day+0.04%
Risk Metrics

Risk metrics are not available for this fund.

Fees
1.21%
Nil
₹5,000
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