IDFC Dynamic Equity Direct
Scheme Type
Open-ended
Scheme Category
Dynamic Asset Allocation
Benchmark Type
Nifty 50 Index
Scheme AUM (in Crs.)
₹ 1105.95
Expense Ratio
0.86%
Scheme Class
Hybrid
AMC AUM (in Crs.)
₹ 64583
Min Subscription
₹ 5000
Min Addition Subscription
₹ 1000
Performance
Comparison
Portfolio
Details
Analysis
AMC Details
Launch Date
13 Mar 2000
Sponsor
NA
Email
investor@idfcmf.com
Phone
022 - 66289999
Address
OneIndiaBulls Centre, 841,,Jupiter Mills Compound, Senapati Bapat Marg,,Elphinstone Road (West),, Mumbai - 400 001
Tax Implications
Short Term Capital Gain (Holding period < 12months):
Rates applicable to the Investor as per Tax slab.
Long Term Capital Gain:
22.88% - 23.92%
(20% with Indexation Benefit + Surcharge @ 10%-15% + 4% Health & Education Cess)
Taxation on Dividends:
28.84%
(Dividend Distribution Tax is paid by the mutual funds and not by investors.)
Risk
Moderately High
Exit Load
For units in excess of 10% of the investment,1% will be charged for redemption within 1 year
Scheme Information Document (SID)
Read mutual fund scheme information document on AMC website to know fund information in detail.
Objective
The primary objective of the scheme is to seek to generate long term capital appreciation with relatively lower volatility through systematic allocation of funds into equity and equity related instruments; and for defensive purposes in equity derivatives. The secondary objective of the scheme will be to generate income and capital appreciation through investment in Debt & Money Market instruments.There is no assurance or guarantee that the objectives of the scheme will be realised.
Suitability
This product is suitable for investors who are seeking
• To create wealth over a long period of time
• Investment in equity & equity related instruments and for defensive purposes in the equity derivatives. The scheme may also invest in Debt & Money market instruments I
SIP/Lump Sum Calculator
Enter Investment Amount
For how many years?
₹1,000
Investment per month for 0.5 Years
₹6,019
Portfolio Value
₹19
Total Returns
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