| NAV: 16 Aug 2022 | ₹18.86 |
| Min. SIP amount | Not Supported |
| Rating | 2 |
| Fund size | ₹2,350.61Cr |
Returns and rankings
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund returns | 7.2% | 19.4% | 10.6% | 12.2% |
| Category average | 59.0% | 15.2% | 14.8% | NA |
| Rank with in category | 18 | 18 | 15 | NA |
Holdings (66)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
| ICICI Bank Ltd. | Financial | Equity | 7.2% |
| Infosys Ltd. | Technology | Equity | 5.9% |
| HDFC Bank Ltd. | Financial | Equity | 5.7% |
| State Bank of India | Financial | Equity | 4.5% |
| Reliance Industries Ltd. | Energy | Equity | 3.4% |
| Mahindra & Mahindra Ltd. | Automobile | Equity | 3.3% |
| Larsen & Toubro Ltd. | Construction | Equity | 3.0% |
| The Indian Hotels Company Ltd. | Services | Equity | 2.9% |
| Bharti Airtel Ltd. | Communication | Equity | 2.8% |
| Tata Motors Ltd. | Automobile | Equity | 2.5% |
Expense ratio, exit load and tax
Expense ratio: 2.07%
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.
Minimum investment amounts
| Min. for 1st investment | Not Supported |
| Min. for 2nd investment onwards | Not Supported |
| Min. for SIP | Not Supported |
Fund management
Anoop BhaskarApr 2016 - PresentView details
Fund house & investment objective
Fund house contact details
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FAQs
How to Invest in IDFC Core Equity Fund Regular IDCW?
You can easily invest in IDFC Core Equity Fund Regular IDCW in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps:
- Log on to your Groww account
- Search for IDFC Core Equity Fund Regular IDCW from the search box
- In order to invest, you will have to complete all the KYC formalities which are completely online and paperless and take a few minutes to complete
- Once you are done with that, you can start investing in IDFC Core Equity Fund Regular IDCW as SIP or lumpsum as per your investment objective and risk tolerance
What kind of returns does IDFC Core Equity Fund Regular IDCW provide?
The IDFC Core Equity Fund Regular IDCW has been there from 09 Aug 2005 and the average annual returns provided by this fund is 7.21% since its inception.
How much expense ratio is charged by IDFC Core Equity Fund Regular IDCW?
The term
Expense Ratio used for IDFC Core Equity Fund Regular IDCW or any other mutual fund is the annual
charges one needs to pay to the Mutual Fund company for managing your investments in that fund.
The Expense Ratio of IDFC Core Equity Fund Regular IDCW is 2.07% as of 17 Aug 2022...
What is the AUM of IDFC Core Equity Fund Regular IDCW?
The AUM, short for Assets Under Management of IDFC Core Equity Fund Regular IDCW is ₹2,350.61Cr as of 17 Aug 2022.
How to Redeem IDFC Core Equity Fund Regular IDCW?
If you want to sell your IDFC Core Equity Fund Regular IDCW holdings, go to your holding on the app or web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.
Can I invest in SIP and Lump Sum of IDFC Core Equity Fund Regular IDCW?
What is the NAV of IDFC Core Equity Fund Regular IDCW?
The NAV of IDFC Core Equity Fund Regular IDCW is ₹18.86 as of 16 Aug 2022.
