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IDFC Core Equity Fund - Direct Plan

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

Suitability

This product is suitable for investors who are seeking

• Create wealth over a long period of time

• Investment predominantly in equity and equity related instruments across market capitalisation

Fund Info

Scheme Class	Equity
Scheme Category	Large & Mid-Cap
Expense Ratio	0.89%
Min subscription	₹ 5,000

Scheme Type	Open-ended
Scheme AUM (in Crs.)	₹ 2,094
AMC AUM (in Crs.)	₹ 69,352
Min Addition Subscription	₹ 1,000

Benchmark Type

S&P BSE 200 India TR INR

Exit Load

Exit load of 1.0%, if redeemed between (0-365) days. No Exit load, if redeemed after 365 days.

Building Graph

Peer Comparison

Fund	Min SIP Inv.	Min Inv.	Returns 3Y
Principal Emerging Bluechip - Direct Plan	1000	1000	12.69%
Canara Robeco Emerging Equities - Direct Plan	0	1000	14.36%

Top 10 Holdings

Company	Holding Type	Asset(%)
Infosys Ltd	Equity	7
ICICI Bank Ltd Ordinary Shares	Equity	7
HDFC Bank Ltd	Equity	6
Bharti Airtel Ltd	Equity	3
State Bank of India Ordinary Shares	Equity	2
ACC Ltd	Equity	2
Reliance Industries Ltd Shs Dematerialised	Equity	2
Axis Bank Ltd	Equity	2
Supreme Industries Ltd Ordinary Shares	Equity	2
Deepak Nitrite Ltd	Equity	2

Asset Allocation(%)

Asset	Percent
Equity	98
Cash - Repurchase Agreement	3
Equity - Future	1
Cash - Future Offset	1
Alternatives - Private Equity	0

Sector Allocation(%)

Sector	Percent
Financial Services	23
Consumer Cyclical	17
Technology	12
Basic Materials	10
Healthcare	10

Fund Manager

Anoop Bhaskar

4+ years of experience

IDFC Mutual Fund

AUM₹69,352 Cr

About

IDFC Mutual Fund works under the name IDFC Asset Management Company. The main objective of this mutual fund company is to grow the AUM of the company by offering adequate products for retail, as well as industrial customers. IDFC effectively started off its business in 2000 and has since then been catering to investor needs by periodically improving its fund stature, holdings and policies.##IDFC is a relatively new fund house, but nevertheless, it has shown good performance among its peers.##IDFC mutual fund offers a bunch of mutual fund schemes that have performed relatively well in the market and therefore, this fund house has carved a niche for itself. It provides funds ranging from equity to debt to hybrid.##This AMC focuses on infrastructure as its key area and its main businesses in Project Finance, Principal Investments, Financial Markets and Investment Banking, Broking, Advisory Services and Asset Management.

investormf@idfc.com

Phone

1-800-2666688

Address

IDFC Asset Management Company Limited,OneIndiaBulls Centre, 841, Jupiter Mills Compound,,Senapati Bapat Marg,,Elphinstone Road (West),, Mumbai - 400 013

Calculate Returns

Investment Amount

Expected Annual Return Rate(%)

Investment DurationYears6Months0

Investment Amount₹ 10000

Return Amount₹ 4185

Return Rate6 %

Duration6y 0m