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IDFC Mutual Fund

IDFC Core Equity Fund Direct-Growth

NAV
returns change indicator
48.8200
as on 06 Dec 2019, 09:20 PM
-0.4700(0.95%)
Last Change
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Scheme Ratings

3
starstarstarstarstar
rated by Morningstar
3
starstarstarstarstar
rated by CRISIL
3
starstarstarstarstar
rated by Value Research
Videos: for IDFC Mutual Fund
IDFC Core Equity Fund

Schemes Managed By

Start SIP in this Mutual Fund

Min SIP Amount
100
Suggested Date
20th of Every Month

Investment Performance

would have given a return of
110,871
star
121,647
star
131,909
star
137,641
star
Bank Account
Fixed Deposit
Regular Mutual Fund
This Fund on Paytm Money
This Mutual Fund
37,641
Profit (absolute return)
37.64%
in the last
1m
3m
1y
3y
5y
max
+1% Higher Returns
With Direct Plans on Paytm Money

Investment Returns

In the last 3 months
9.00%
In the last 6 months
0.27%
In the last 1 year
6.55%
In the last 3 years
37.64%
In the last 5 years
57.26%
In the last 10 years
NA
Absolute Returns
CAGR

Scheme Riskometer

low
low
moderately low
moderately low
moderate
moderate
moderately high
moderately high
high
high
indicator
Investors understand that their principal will be at moderately high risk

Scheme Information

IDFC Core Equity Fund Direct-Growth
IDFC Core Equity Fund Direct-Growth
as of 06 Dec 2019, 09:20 PM
2,886.44 Cr
Scheme Asset Size
Fund Type
Open-End
Exit Load
Exit load of 1% if redeemed within 365 days
0.84%
Expense Ratio
Plan
Growth
2.54%
Cash Holding
Benchmark
NIFTY Large Midcap 250 Total Return Index
Scheme Document
Benchmark
NIFTY Large Midcap 250 Total Return Index
Exit Load
Exit load of 1% if redeemed within 365 days
Scheme Document

Sectors Holding in this Mutual Fund

as on 31 Oct 2019
Sort By
Financial
34.13%
985.17 Cr
Construction
9.93%
286.68 Cr
Energy
8.72%
251.69 Cr
Healthcare
8.02%
231.59 Cr
Services
6.64%
191.72 Cr
Automobile
5.51%
158.95 Cr
Engineering
5.13%
148.17 Cr
Technology
4.76%
137.32 Cr
FMCG
4.09%
118.16 Cr
Cons Durable
3.67%
106.05 Cr
View All
View All

Companies Holding in this Mutual Fund

as on 31 Oct 2019
Sort By
HDFC Bank Ltd.
7.00%
202.05 Cr
ICICI Bank Ltd.
6.54%
188.77 Cr
Axis Bank Ltd.
5.21%
150.38 Cr
State Bank of India
4.65%
134.22 Cr
Larsen & Toubro Ltd.
3.97%
114.59 Cr
Reliance Industries Ltd.
3.60%
103.91 Cr
Infosys Ltd.
2.85%
82.26 Cr
Others
2.79%
80.53 Cr
Kotak Mahindra Bank Ltd.
2.36%
68.12 Cr
Indian Hotels Co. Ltd.
2.30%
66.39 Cr
View All
View All

About IDFC Core Equity Fund Direct-Growth

IDFC Core Equity Fund Direct-Growth is a Equity mutual fund scheme from IDFC Mutual Fund. This scheme was launched on 01 Jan 2013 and is currently managed by its fund manager Anoop Bhaskar. It has an AUM of ₹2,886.44 Crores and the latest NAV decalared is ₹48.820 as on 06 Dec 2019 at 9:20 pm.
IDFC Core Equity Fund Direct-Growth scheme return performance in last 1 year is 6.55%, in last 3 years is 37.64% and 110.79% since scheme launch. The min. SIP amount to invest in this scheme is ₹100.

Scheme Details

AUM:2,886.44 Cr
Category:Equity: Large & MidCap
Launch Date:01 Jan 2013
Fund Type:Open-End

Scheme Objective

The Scheme seeks to generate long-term capital growth by investing predominantly in large cap and mid cap stocks.

AMC Information

IDFC Mutual Fund
IDFC Mutual Fund
View AMC Details
105,287.67 Cr
AUM
113
Schemes
Address
Address
Unit No. 27, Ground Floor,Khetan Bhavan,198, Jamshedji Tata Road,Churchgate,400020
Phone Number
Phone Number
Phone : 022-24398777 / 24399999 / 66289999
Fax : 24215052 / 24215051