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IDFC Core Equity Fund Direct Growth-0.71%

13.03%
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 Ratio0.89%
NAV₹58.79 (25 Jan 2021)
Fund Started01 Jan 2013
Fund Size2,192 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
13.0%
4.8%
14.4%
12.7%
Category Average
14.3%
5.1%
13.4%
-
Rank Within Category
17
14
10
-
*All returns are annualized.
SIP
ONE TIME
Minimum SIP amount100
Amount Per Month₹5,000
Duration
1Y back
3Y back
5Y back
Would have become
0
with 13.0% returns per annum

Comparison

Data not available
Pros
1. 3Y Returns are higher than the category average returns
2. 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

Top Holdings

NameSectorInstrument% Assets
Infosys Ltd.TechnologyEquity7.4%
ICICI Bank Ltd.FinancialEquity6.7%
HDFC Bank Ltd.FinancialEquity6.0%
Bharti Airtel Ltd.CommunicationEquity2.9%
Ipca Laboratories Ltd.HealthcareEquity2.9%
Reliance Industries Ltd.EnergyEquity2.4%
ACC Ltd.ConstructionEquity2.4%
MRF Ltd.AutomobileEquity2.3%
Deepak Nitrite Ltd.ChemicalsEquity2.1%
ICICI Securities Ltd.FinancialEquity2.1%
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 ₹2,192 Cr and the Latest NAV as of 25 Jan 2021 is ₹58.79.

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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