Monthly Amount Invested
Duration
Yr
-
Would Have Become--
-
Invested Value--
-
Total Gain--
-
Returns-- per annum
| ₹100 | ₹5,000 | 0.85 % | 3★ | ₹2,492 | 10 Years |
|---|---|---|---|---|---|
| Min SIP | Min Lumpsum | Expense Ratio | Rating | Fund Size (in Cr) | Fund Age |
| ₹100 | ₹5,000 | 0.85 % |
|---|---|---|
| Min SIP | Min Lumpsum | Expense Ratio |
| 3★ | ₹2,492 Cr | 10 Years |
| Rating | Fund Size | Fund Age |
Scheme Objective
| To generate long term capital growth from a diversified portfolio of predominantly equity and equtiy related instruments. |
Scheme Performance
| 1 Year | 1Y | 3 Years | 3Y | 5 Years | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 14.5% | 19.7% | 12.2% | 14.2% | ||||
| Category Average | 9.9% | 21.4% | 13.3% | - |
Scheme Allocation
Holding
Sector
Asset
ICICI Bank
Infosys
HDFC Bank
St Bk of India
Reliance Industr
Others
Fund House Details
IDFC Core Equity Fund
Fund Manager
Anoop Bhaskar
Exit Load
| Exit Load | If redeemed/switched out within 365 days from the date of allotment: Upto 10% of investment: Nil, For remaining investment: 1% of applicable NAV. If redeemed / switched out after 365 days from date of allotment: Nil. |
|---|
Advance Ratio
| 0.01 | 1.17 | 0.95 | 0.01 |
| Alpha | SD | Beta | Sharpe |
Risk-O-Meter
Other Funds from the same Fund House
AMC Contact Details
IDFC Mutual Fund
AUM:
1,20,050 Cr
Address:
6th Flr,841 One World Center,Jupiter
mill,Senapati Bapat Marg,
Elphinstone Road(West), Mumbai-400013
Contact:
022-66289999
Email ID:
investormf@idfc.com
Frequently Asked Questions
You can invest in IDFC Core Equity Fund in a quick and simple process. Follow the below steps;
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for IDFC Core Equity Fund in the search box.
- Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"
The IDFC Core Equity Fund has delivered 14.2% since inception
The NAV of IDFC Core Equity Fund is ₹85.5 as of 30 November 2022.
The expense ratio of IDFC Core Equity Fund is 0.85 % as of 30 November 2022.
You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.
