| Risk | Moderately High |
|---|---|
| Min SIP Amount | ₹100 |
| Expense Ratio | 0.88% |
| NAV | ₹45.29 (05 Aug 2020) |
|---|---|
| Fund Started | 01 Jan 2013 |
| Fund Size | ₹2,071 Cr |
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| HDFC Bank Ltd. | Financial | Equity | 5.9% |
| Infosys Ltd. | Technology | Equity | 4.7% |
| ICICI Bank Ltd. | Financial | Equity | 4.1% |
| Ipca Laboratories Ltd. | Healthcare | Equity | 3.2% |
| Bharti Airtel Ltd. | Communication | Equity | 2.9% |
| Axis Bank Ltd. | Financial | Equity | 2.9% |
| MRF Ltd. | Automobile | Equity | 2.8% |
| Reliance Industries Ltd. | Energy | Equity | 2.8% |
| ICICI Securities Ltd. | Financial | Equity | 2.6% |
| Lupin Ltd. | Healthcare | 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 ₹2,071 Cr and the Latest NAV as of 05 Aug 2020 is ₹45.29.
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 investment objective of the scheme is to seek to generate long-term capital growth from a diversified portfolio of predominantly equity and equity related instruments.
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.