Rating: ★ ☆ ☆ ☆ ☆

IDFC Sterling Value Fund Direct Plan Growth

Equity

  

Mid Cap Fund

NAV

37.6 + 0.63

as on (02 Jun, 2020)

RETURNS

-9.02 %

Fund Type

Open Ended

Investment Plan

Growth

Expense Ratio

1.04 %

Benchmark

Moderately High

Asset Size

2176.4 Cr.

(As of 30 Apr, 2019)

Risk

Moderately High

Objective

The investment objective of the Scheme is to seek to generate capital appreciation from a diversified portfolio of equity and equity related instruments by following a value investment strategy.

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Fund manager

(since 01 Jan, 1970)

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

Sector Allocation

About the Scheme Type

Mid Cap Fund

Mid cap funds invest only in mid cap companies – those with a market capitalization of INR 500 – INR 10000 Crores. Mid cap funds can be highly volatile and risky; hence, isn’t recommended for first-time investors as well as investors with low risk appetite. The ideal investment horizon for mid cap funds is 5 -7 years and does offer higher returns than both multi cap and large cap funds. However, the flip side to it is that during economic turmoil and crises, mid cap funds can fall down excessively. So, be careful while picking Mid cap funds.

Ratings

This fund is rated 1 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.