IDFC Core Equity Fund Direct Growth+0.59%

3.48%
1 Year Return
Equity
Large & Mid Cap
3.0star
6M
1Y
3Y
5Y
All

Fund Details

IDFC Core Equity Fund Direct Growth

RiskModerately High
Min SIP Amount₹100
Expense Ratio0.86%
NAV49.41 (22 Oct 2020)
Fund Started01 Jan 2013
Fund Size2,095 Cr

Returns

1Y
3Y*
5Y*
Since inception*
IDFC Core Equity Fund Direct Growth
3.5%
2.0%
9.4%
10.2%
Category Average
2.8%
1.6%
7.5%
-
Rank within category
16
12
9
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    0
    with 3.5% annual returns

    Comparison

    Data not available
    Pros
    1. 5Y Returns are higher than the category average returns
    Cons
    1. Risk-adjusted returns are lower compared to the category
    2. 1Y Returns are lower than the category average returns
    3. 3Y Returns are lower than the category average returns

    Top Holdings

    NameSectorInstrument% Assets
    Infosys Ltd.TechnologyEquity6.2%
    HDFC Bank Ltd.FinancialEquity5.0%
    ICICI Bank Ltd.FinancialEquity4.3%
    Ipca Laboratories Ltd.HealthcareEquity4.1%
    Reliance Industries Ltd.EnergyEquity3.1%
    Deepak Nitrite Ltd.ChemicalsEquity2.6%
    ICICI Securities Ltd.FinancialEquity2.5%
    Lupin Ltd.HealthcareEquity2.4%
    Bharti Airtel Ltd.CommunicationEquity2.3%
    ACC Ltd.ConstructionEquity2.2%
    See All

    IDFC Core Equity Fund Direct Growth Details

    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.

    Investment Objective

    The Scheme seeks to generate long-term capital growth by investing predominantly in large cap and mid cap stocks.

    Tax Implications

    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.

    Scheme Information Document(SID)

    ₹5000
    Min for First Investment
    ₹1000
    Min for Second Investment
    If unit beyond 10%, Exit load of 1% if redeemed within 1 year.
    Exit Load

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    About IDFC Mutual Fund

    Address
    OneIndiaBulls Centre, 841 Jupiter Mills Compound, Senapati Bapat Marg, Elphinstone Road (West), Mumbai 400013
    Phone
    022-66289999
    Launch Date
    13 Mar 2000
    Website
    NA
    IDFC Mutual Fund
    Asset Management Company
    Custodian
    Deutsche Bank
    Registrar & Transfer Agent
    Cams
    Address
    7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
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