IDFC Core Equity Fund - Direct Plan

Scheme Type
Open-ended
Scheme Category
Multi Cap
Benchmark Type
S&P BSE 200
Scheme AUM (in Crs.)
₹ 2762.99
Expense Ratio
0.93%
Scheme Class
Equity
AMC AUM (in Crs.)
₹ 69483
Min Subscription
₹ 5000
Min Addition Subscription
₹ 1000
Performance
Comparison
Portfolio
Details
Analysis
46.64
(0.52 %)
NAV as on 2018-11-19
Returns
Fund
IDFC Core Equity Fund - Direct Plan
1 Year
-2.17%
3 Year
14.74%
5 Year
15.65%
AMC Details
amc launch date
Launch Date
13 Mar 2000
amc sponsor
Sponsor
NA
amc email
Email
investormf@idfc.com
amc phone
Phone
022 - 66289999
amc address
Address
OneIndiaBulls Centre, 841 Jupiter Mills Compound, Senapati Bapat Marg, Elphinstone Road West, Mumbai 400013
Tax Implications
Short Term Capital Gain (Holding period < 12months):
17.16% - 17.94%
(15% + Surcharge @ 10%-15% + 4% Health & Education Cess.)
Long Term Capital Gain:
10% without indexation & without foreign currency conversion benefit + Surcharge @10%-15% + 4% Health & Education Cess
Taxation on Dividends:
10%
(Dividend Distribution Tax is paid by the mutual funds and not by investors.)
Risk
Moderately High
Exit Load
Exit load of 1% if redeemed within 365 days
Scheme Information Document (SID)
Read mutual fund scheme information document on AMC website to know fund information in detail.
Objective
The scheme aims to invest across sectors in well-managed sustainable businesses whose shares are available at reasonable value through a process of disciplined research. The portfolio will aim to provide part ownership to investors in some of the best-run companies in India.
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 Analysis
The fund is managed by Anoop Bhaskar who is a star performer when it comes to the mid and small cap space. The inconsistency in returns and an line performance with the category average has not succeeded in earning the fund any points. However, the confidence in their fund manager who is handling it since 2016 gives the fund a good prospect in longer run and especially during an upward market.
SIP/Lump Sum Calculator
Enter Investment Amount
For how many years?
0.5 Yrs
1,000
Investment per month for 0.5 Years
5,962
Portfolio Value
-38
Total Returns