|Min SIP Amount||₹100|
|NAV||₹79.30 (23 Jul 2021)|
|Fund Started||07 Mar 2008|
|Fund Size||₹3,733 Cr|
|ICICI Bank Ltd.||Financial||Equity||3.9%|
|Deepak Nitrite Ltd.||Chemicals||Equity||3.4%|
|Gujarat Gas Ltd.||Energy||Equity||3.3%|
|KEC International Ltd.||Engineering||Equity||2.8%|
|JK Cement Ltd||Construction||Equity||2.7%|
|Jindal Steel & Power Ltd.||Metals||Equity||2.7%|
|Minda Industries Ltd.||Automobile||Equity||2.6%|
|Radico Khaitan Ltd.||FMCG||Equity||2.3%|
IDFC Sterling Value Fund Regular Growth is a Equity Mutual Fund Scheme launched by IDFC Mutual Fund. This scheme was made available to investors on 07 Mar 2008. Anoop Bhaskar, Daylynn Pinto is the Current Fund Manager of IDFC Sterling Value Fund Regular Growth fund.The fund currently has an Asset Under Management(AUM) of ₹3,733 Cr and the Latest NAV as of 23 Jul 2021 is ₹79.30.
The IDFC Sterling Value Fund Regular Growth is rated Very 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.
The Scheme seeks to generate capital appreciation from a diversified portfolio of equity and equity related instruments by following a value investment strategy.
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.