IDFC Nifty Direct Plan Growth+0.37%

4.19%
1 Year Return
Others
Index
3.0star
6M
1Y
3Y
5Y
All

Fund Details

IDFC Nifty Direct Plan Growth

RiskModerately High
Min SIP Amount₹100
Expense Ratio0.15%
NAV25.26 (23 Oct 2020)
Fund Started01 Jan 2013
Fund Size230 Cr

Returns

1Y
3Y*
5Y*
Since inception*
IDFC Nifty Direct Plan Growth
4.2%
6.7%
8.7%
10.3%
Category Average
1.9%
5.1%
7.8%
-
Rank within category
21
13
17
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    0
    with 4.2% annual returns

    Comparison

    Data not available
    Pros
    1. Lower expense ratio - 0.15%
    2. Exit load is zero
    Cons
    1. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low

    Top Holdings

    NameSectorInstrument% Assets
    Reliance Industries Ltd.EnergyEquity14.7%
    HDFC Bank Ltd.FinancialEquity9.6%
    Infosys Ltd.TechnologyEquity7.5%
    Housing Development Finance Corpn. Ltd.FinancialEquity6.3%
    Tata Consultancy Services Ltd.TechnologyEquity5.3%
    ICICI Bank Ltd.FinancialEquity5.0%
    Kotak Mahindra Bank Ltd.FinancialEquity3.8%
    Hindustan Unilever Ltd.FMCGEquity3.8%
    ITC Ltd.FMCGEquity3.0%
    Larsen & Toubro Ltd.ConstructionEquity2.2%
    See All

    Fund Managers

    IDFC Nifty Direct Plan Growth Details

    IDFC Nifty Direct Plan Growth is a Others Mutual Fund Scheme launched by IDFC Mutual Fund. This scheme was made available to investors on 01 Jan 2013. Sumit Agrawal, Arpit Kapoor is the Current Fund Manager of IDFC Nifty Direct Plan Growth fund.The fund currently has an Asset Under Management(AUM) of ₹230 Cr and the Latest NAV as of 23 Oct 2020 is ₹25.26.

    The IDFC Nifty Direct Plan Growth is rated Moderately High risk. Minimum SIP Investment is set to 100. Minimum Lumpsum Investment is 5000.

    Investment Objective

    The scheme seeks to replicate the Nifty 50 Index by investing in securities of the Nifty 50 in the same proportion.

    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
    Nil
    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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