Rating : ★ ★ ★ ☆ ☆

IDFC Core Equity Fund Direct Plan Growth

Equity

  

Multi Cap Fund

NAV

76.98 +1.07

(as on 23 Sep, 2021)

RETURNS

16.73 %

Fund Type

Open Ended

Investment Plan

Growth

Expense Ratio

1%

Asset Size

2486.98 Cr.

(As of 31 Aug, 2021)

Benchmark

S&P BSE 200

Riskometer

Investors understand that their principal will be at Very High Risk.

Objective

The Scheme seeks to generate long-term capital growth by investing predominantly in large cap and mid cap stocks.

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Fund manager

Exit load

1 %

(If redeemed within 365 days)

Minimum sip

₹100

Minimum investment

₹5000

Top Holdings

This fund is been allocated in various sectors including some of the prominent ones that are widely accepted and are creating a value of trust.

Company

Assets

ICICI Bank Ltd

7.13%

Infosys Ltd

6.83%

HDFC Bank Ltd

5.21%

State Bank of India

4.01%

Sector Allocation

About the Scheme Type

Multi-cap funds invest in stocks across market capitalizations, comprising large cap, mid cap and small cap stocks. This flexibility means that multi cap funds, at any given time, benefit from that segment of the market which performs better.These are relatively less riskier in comparison to pure mid-cap or small- cap funds and are mostly suitable for the not so aggressive investors. Due to their non-volatile nature, the multi cap funds are usually better wealth creators in the long run andprovide both growth and value to investors.

Ratings

This fund is rated 3 stars by Morning Star Ratings.

★ ★ ★ ☆ ☆

Overview of IDFC Asset Management Company Limited

IDFC Asset Management Company Limited finds its roots back to 2000 when it was established and which has since gone on to become one of the largest fund houses in India (in terms of AUM). The IDFC Mutual Fund provides its services to institutional and retail investors and has developed a robust network to deliver consistent value to its investors across India. The IDFC Fund manages equity, fixed income, and balanced mutual funds for its clients and invests in public equity and fixed income markets of India. The firm obtains external research to complement its in- house research. IDFC Asset Management Company Limited operates as a subsidiary of IDFC Financial Holding Company Limited.