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IDFC Dynamic Equity Fund Direct Growth-1.12%

31.48%
1 Year Return
Hybrid
Balanced Advantage
3.0star
6M
1Y
3Y
5Y
All

Fund Details

IDFC Dynamic Equity Fund Direct Growth

RiskModerately High
Min SIP Amount₹100
Expense Ratio0.58%
NAV₹17.75 (13 Apr 2021)
Fund Started10 Oct 2014
Fund Size1,757 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
31.5%
9.5%
10.5%
9.4%
Category Average
28.4%
6.9%
8.7%
-
Rank Within Category
10
6
6
-
*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 31.5% 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
Found nothing so far.

Top Holdings

NameSectorInstrument% Assets
Infosys Ltd.TechnologyEquity6.2%
ICICI Bank Ltd.FinancialEquity5.2%
Reliance Industries Ltd.EnergyEquity4.6%
Reserve Bank of IndiaFinancialT-Bills4.2%
Tata Consultancy Services Ltd.TechnologyEquity3.5%
Bharti Airtel Ltd.CommunicationEquity2.9%
HDFC Bank Ltd.FinancialEquity2.9%
Reserve Bank of IndiaFinancialT-Bills2.8%
GOISovereignGOI Sec2.8%
GOISovereignGOI Sec2.7%
See All

Fund Managers

IDFC Dynamic Equity Fund Direct Growth Details

IDFC Dynamic Equity Fund Direct Growth is a Hybrid Mutual Fund Scheme launched by IDFC Mutual Fund. This scheme was made available to investors on 10 Oct 2014. Sumit Agrawal, Arpit Kapoor, Arvind Subramanian is the Current Fund Manager of IDFC Dynamic Equity Fund Direct Growth fund.The fund currently has an Asset Under Management(AUM) of ₹1,757 Cr and the Latest NAV as of 13 Apr 2021 is ₹17.75.

The IDFC Dynamic Equity Fund Direct Growth is rated Moderately High risk. Minimum SIP Investment is set to 100. Minimum Lumpsum Investment is 5000. For units in excess of 10% of the investment,1% will be charged for redemption within 1 year

Investment Objective

The scheme seeks to generate long term capital appreciation with relatively lower volatility through systematic allocation of funds into equity and equity related instruments; and for defensive purposes in equity derivatives.

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
For units in excess of 10% of the investment,1% will be charged for redemption within 1 year
Exit Load

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IDFC Dynamic Equity Fund Direct Growth
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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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