IDFC Sterling Value Fund Direct Plan Dividend is a Equity Mutual Fund Scheme launched by IDFC Mutual Fund. This scheme was made available to investors on 01 Jan 2013. Anoop Bhaskar, Daylynn Pinto is the Current Fund Manager of IDFC Sterling Value Fund Direct Plan Dividend fund.The fund currently has an Asset Under Management(AUM) of ₹2,178 Cr and the Latest NAV as of 29 May 2020 is ₹15.02.
The IDFC Sterling Value Fund Direct Plan Dividend 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 investment objective of the Scheme is to seek to generate capital appreciation from a diversified portfolio of equity and equity related instruments.
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