| Risk | Moderately High |
|---|---|
| Min SIP Amount | ₹100 |
| Expense Ratio | 0.86% |
| NAV | ₹49.41 (22 Oct 2020) |
|---|---|
| Fund Started | 01 Jan 2013 |
| Fund Size | ₹2,095 Cr |
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Infosys Ltd. | Technology | Equity | 6.2% |
| HDFC Bank Ltd. | Financial | Equity | 5.0% |
| ICICI Bank Ltd. | Financial | Equity | 4.3% |
| Ipca Laboratories Ltd. | Healthcare | Equity | 4.1% |
| Reliance Industries Ltd. | Energy | Equity | 3.1% |
| Deepak Nitrite Ltd. | Chemicals | Equity | 2.6% |
| ICICI Securities Ltd. | Financial | Equity | 2.5% |
| Lupin Ltd. | Healthcare | Equity | 2.4% |
| Bharti Airtel Ltd. | Communication | Equity | 2.3% |
| ACC Ltd. | Construction | Equity | 2.2% |
IDFC Core Equity Fund Direct Growth is a Equity Mutual Fund Scheme launched by IDFC Mutual Fund. This scheme was made available to investors on 01 Jan 2013. Anoop Bhaskar is the Current Fund Manager of IDFC Core Equity Fund Direct Growth fund.The fund currently has an Asset Under Management(AUM) of ₹2,095 Cr and the Latest NAV as of 22 Oct 2020 is ₹49.41.
The IDFC Core Equity Fund Direct Growth is rated Moderately High risk. Minimum SIP Investment is set to 100. Minimum Lumpsum Investment is 5000. If unit beyond 10%, Exit load of 1% if redeemed within 1 year.
The Scheme seeks to generate long-term capital growth by investing predominantly in large cap and mid cap stocks.
Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.