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 Type
Open-ended
Scheme Category
Large & Mid- Cap
Benchmark Type
S&P BSE 200
Scheme AUM (in Crs.)
₹ 2800.68
Expense Ratio
0.72%
Scheme Class
Equity
AMC AUM (in Crs.)
₹ 64583
Min Subscription
₹ 5000
Min Addition Subscription
₹ 1000
Fund Info
| Scheme Type | Open-ended |
|---|---|
| Scheme Category | Large & Mid- Cap |
| Benchmark Type | S&P BSE 200 |
| Scheme AUM (in Crs.) | ₹ 2800.68 |
| Expense Ratio | 0.72% |
| Scheme Class | Equity |
| AMC AUM (in Crs.) | ₹ 64583 |
| Min Subscription | ₹ 5000 |
| Min Addition Subscription | ₹ 1000 |
Performance
Comparison
Portfolio
Peer Comparison
Fund
Min SIP Inv.
Min Inv.
Returns 3Y
Fund Size(Cr.)
Top 10 Holdings
Company
Holding Type
Asset(%)
HDFC Bank Ltd.
Equity
6.85
Infosys Ltd.
Equity
4.45
ITC Ltd.
Equity
2.92
Larsen & Toubro Ltd.
Equity
2.66
ICICI Bank Ltd.
Equity
2.47
Kotak Mahindra Bank Ltd.
Equity
2.46
Housing Development Finance Corpn. Ltd.
Equity
2.22
Reliance Industries Ltd.
Equity
2.13
RBL Bank Ltd.
Equity
2.07
MRF Ltd.
Equity
2.04
Sector Allocation(%)
Sector
Percent
Technology
8.15
Construction
7.81
Metals
6.60
Financial
28.80
Automobile
10.81
Quick Links
Calculate Returns
LUMPSUM
SIP
Investment Amount
₹10,000
Return Amount
₹4,185
Return Rate
6%
Duration
6y 0m
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Mutual Funds investments are subject to market risks, read all scheme related documents carefully.