IDFC Core Equity Fund

Equity | Large & Mid Cap Funds
 | 3
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

Returns and Ranks ( as on 30 November 2022 )
1 Year1Y 3 Years3Y 5 Years5Y MaxMax
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
6.9%
Infosys
5.13%
HDFC Bank
5.04%
St Bk of India
4.61%
Reliance Industr
3.24%
Others
75.08%
Banks
24.23%
Industrial Products
6.56%
Automobiles
6.35%
Auto Components
5.48%
Cement
4.72%
Others
52.66%
Equity
98.43%
Reverse Repos
1.58%
Derivatives
0.03%
Cash & Cash Equivalents
0.01%
Cash & Current Asset
0%

Fund House Details

IDFC Mutual Fund

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”.
Invest Now