DHFL Pramerica Hybrid Debt Fund Growth - Regular - Latest NAV [ ₹22.7626 ], Returns, Performance, Portfolio & Returns 2021

DHFL Pramerica Hybrid Debt Fund Growth

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Fund Summarystar

PeriodReturns(per year)
10 Years6.72%
5 Years6.91%
3 Years6.43%
1 Year4.29%
6 Months3.88%
Fund Details
RiskModerately High risk
Fund TypeConservative Allocation
Exit Load1.5% for 365 Days

More about this fundstar

Top HoldingsWeightage
Oriental Nagpur Betul Highway Private Limited10.84%
Indiabulls Housing Finance Limited10.61%
JM Financial Products Limited9.31%
HDFC Bank Ltd7.4%
State Bank Of India5.53%
Vodafone Mobile Services Limited5.5%
IOT Utkal Energy Services Limited4.54%
Reliance Industries Ltd3.79%
HDB Financial Services Limited2.75%
IOT Utkal Energy Services Limited2.24%

About DHFL Pramerica Hybrid Debt Fund

DHFL Pramerica Hybrid Debt Fund as the name suggests is an open-ended scheme investing predominantly in debt securities. It will also invest a small portion of the capital in equity and equity-related securities. The fund seeks to generate income and deliver capital appreciation over a medium-term time frame.

Pros & Cons of DHFL Pramerica Hybrid Debt Fund

  • DHFL Pramerica Hybrid Debt Fund offers the following benefits:
  • The scheme actively manages the portfolio in line with the evolving interest rate.
  • This is an effective strategy to generate results similar to the dynamic funds.
  • The equity investments also lead to capital appreciation over a long-term. The scheme enables investors to mitigate risks.

Fund Information and Statistics of DHFL Pramerica Hybrid Debt Fund

i) Inception / Launch date -

DHFL Pramerica Hybrid Debt Fund was launched on November 2, 2007, by DHFL Pramerica Mutual Fund.

ii) Risk level –

Investments in this fund are at moderately high risk and suitable for at least medium-term investment horizon.

iii) Redemption –

The redemption request can be made on any business day subject to the NAV price. Proceeds will be dispatched to you by the fund house within 10 working days from the receipt of the redemption request.

iv) Fund Manager –

The fund is managed jointly managed by Mr Alok Agarwal since November 2016 and Mr Kumaresh Ramakrishnan since April 2018. They have a cumulative work experience of 31 years between them.

v) Entry / Exit load -

The fund house does not charge any entry load. Exit load is not charged if only 10 % of the units are redeemed before 1 year from the date of allotment. An exit load of 1.5% is charged if the remaining units are sold before 1 year. No exit load is charged after one year.

Tax benefits of investing in DHFL Pramerica Hybrid Debt Fund

A Short-term capital gain tax as per the income tax slab is levied if sold within 36 months from the date of allotment. A long-term capital gain tax of 20% with indexation will be levied if sold after 36 months.

About DHFL Pramerica Mutual Fund

DHFL Pramerica Mutual Fund is a joint venture between DHFL and Pramerica. DHFL was founded in 1984 with an aim to provide financial access to the lower and middle-income segments of the society. The company strives to work towards financial inclusion even in India’s smallest towns. Over the years, DHFL has become one of India’s largest financial institutions.

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Frequently Asked Questions

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Currently this fund is not available on ClearTax Invest. We request you to checkout other Related funds
Moderately High risk

All investments come with risk. Risk is the volatility or fluctuation in the price (and returns) of the investment. Usually,

  • High Risk = High possible returns
  • Low Risk = Stable, relatively lower returns