DHFL Pramerica Ultra Short Term Fund - Direct Plan - Dividend
Mutual Fund · Debt Scheme - Ultra Short Duration Fund · As of 18 Oct 2026, 6:51 pm
Middle-of-the-road. Nothing alarming, nothing exceptional in the numbers available here. A peer comparison within the same category will tell you more than this snapshot alone.
DalalBaazaar Score
58/ 100
Moderate
Weighted across five categories. Every point is explained below.
✗ Only 2.1 years of history — too short to judge through a full cycle
• Ten-year return of 5.0% a year is available, which few funds can show
Investment Checklist
2 / 3 checks passed
✗ Decent risk-adjusted return (Sharpe ≥ 0.5)
✓ Volatility isn't extreme (< 25% annualized)
✓ Historical worst drawdown contained (better than -30%)
NAV history
Key Metrics
Latest NAV
₹15.25
As of
28 Jul 2019
Fund History Available
2.1 yrs
Since-Inception Return (CAGR)
5.0%
Only 2.1 yrs of history available — no clean 1Y/3Y/5Y figure yet
Annualized Volatility
5.0%
Relatively stable
Sharpe Ratio (est.)
0.37
Weak risk-adj. return
Max Drawdown
-3.4%
Contained
Category
Debt Scheme - Ultra Short Duration Fund
Fund House
DHFL Pramerica Mutual Fund
Category Peer Comparison
Scheme
1Y Return
HSBC Ultra Short Term Fund
6.3%
SBI ULTRA SHORT TERM FUND - Direct Plan - Growth
6.4%
UTI Ultra Short Term Fund - Direct Plan - Growth
6.6%
DSP Ultra Short Term Fund - Direct Plan - Growth
6.6%
SIP / Lumpsum Calculator
Total Invested
₹6,00,000
Estimated Maturity Value
₹6,81,140
Estimated Gain
₹81,140
Risk Flags
Estimated Sharpe ratio (0.37) is on the low side — returns aren't compensating well for volatility taken over the trailing year.
Watch Items
This fund doesn't have enough history yet for a reliable 1-year return — the since-inception figure above is annualized from a shorter period and should be treated as rougher.
Check the AMC's factsheet for portfolio holdings, expense ratio and exit load before investing.