IDFC Core Equity Fund Direct Growth

Equity
Large & MidCap
Very High Risk
16.39%
3Y annualised
-1.45% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 27 Jan 2023₹81.56
Min. SIP amount₹100
Rating3
Fund size₹2,470.90Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Equity Large & MidCap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns6.9%16.4%9.8%13.4%
Category average0.9%15.1%9.0%NA
Rank with in category51313NA
Understand terms

Holdings (62)

NameSectorInstrumentAssets
ICICI Bank Ltd.FinancialEquity6.7%
HDFC Bank Ltd.FinancialEquity6.3%
State Bank of IndiaFinancialEquity4.8%
Infosys Ltd.TechnologyEquity4.8%
Reliance Industries Ltd.EnergyEquity3.3%
Larsen & Toubro Ltd.ConstructionEquity3.2%
Bharti Airtel Ltd.CommunicationEquity3.1%
Jindal Steel & Power Ltd.Metals & MiningEquity2.8%
Mahindra & Mahindra Ltd.AutomobileEquity2.6%
The Indian Hotels Company Ltd.ServicesEquity2.5%
See All

Pros and cons

Category: Equity Large & MidCap

Pros

Cons

Lower expense ratio: 0.84%
10Y annualised returns lower than category average by 0.86%
Consistently higher annualised returns than category average for the past 1Y, 3Y and 5Y

Expense ratio, exit load and tax

Expense ratio: 0.84%

Inclusive of GST

Exit load

If unit beyond 10%, Exit load of 1% if redeemed within 1 year.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

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.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹5,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹100

Fund house & investment objective

Fund house contact details

Address
Unit No. 27, Ground Floor,Khetan Bhavan,198, Jamshedji Tata Road,Churchgate, Mumbai 400020
Phone
022-24398777 / 24399999 / 66289999
Launch Date
20 Dec 1999
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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