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IDFC Core Equity Fund Regular Growth+1.06%

16.34%
1 Year Return
Equity
Large & Mid Cap
3.0star
6M
1Y
3Y
5Y
All

Fund Details

IDFC Core Equity Fund Regular Growth

RiskModerately High
Min SIP Amount₹100
Expense Ratio2.09%
NAV₹54.54 (20 Jan 2021)
Fund Started09 Aug 2005
Fund Size2,192 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
16.3%
4.7%
13.8%
8.7%
Category Average
17.0%
5.9%
13.9%
-
Rank Within Category
20
14
11
-
*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 16.3% returns per annum

Comparison

Data not available
Pros
1. Age is more than 10 years
2. Risk is lower compared to the benchmark
3. Age is more than 10 years
Cons
1. Risk-adjusted returns are lower compared to the category
2. Higher expense ratio
3. 1Y Returns are lower than the benchmark
4. 3Y Returns are lower than the benchmark
5. 5Y Returns are lower than the benchmark
6. 10Y Returns are lower than the benchmark
7. Risk-adjusted returns are lower compared to the category
8. Higher expense ratio - 2.08%
9. 1Y Returns are lower than the category average returns
10. 3Y Returns are lower than the category average returns
11. 10Y Returns are lower than the category average returns

Top Holdings

NameSectorInstrument% Assets
Infosys Ltd.TechnologyEquity6.5%
HDFC Bank Ltd.FinancialEquity6.0%
ICICI Bank Ltd.FinancialEquity5.7%
Ipca Laboratories Ltd.HealthcareEquity3.0%
ACC Ltd.ConstructionEquity2.8%
Bharti Airtel Ltd.CommunicationEquity2.7%
Deepak Nitrite Ltd.ChemicalsEquity2.5%
MRF Ltd.AutomobileEquity2.4%
Reliance Industries Ltd.EnergyEquity2.4%
Supreme Industries Ltd.ChemicalsEquity2.3%
See All

IDFC Core Equity Fund Regular Growth Details

IDFC Core Equity Fund Regular Growth is a Equity Mutual Fund Scheme launched by IDFC Mutual Fund. This scheme was made available to investors on 09 Aug 2005. Anoop Bhaskar is the Current Fund Manager of IDFC Core Equity Fund Regular Growth fund.The fund currently has an Asset Under Management(AUM) of ₹2,192 Cr and the Latest NAV as of 20 Jan 2021 is ₹54.54.

The IDFC Core Equity Fund Regular 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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