Fund Insights
In the last 1 year, ICICI Prudential Large & Mid Cap Fund Direct Plan Growth has given 7.36% return, outperforming this fund by 2.45%
In the last 3 years, ICICI Prudential Large & Mid Cap Fund Direct Plan Growth has given 22.16% return, outperforming this fund by 3.78% per annum
In the last 5 years, Mirae Asset Emerging Bluechip Fund Direct Plan Growth has given 14.5% return, outperforming this fund by 3.25% per annum
IDFC Core Equity Fund Direct Plan Growth is an equity fund. This fund was started on 1 January, 2013. The fund is managed by Manish Gunwani. The fund could potentially beat inflation in the long-run.
1) IDFC Core Equity Fund Direct Plan Growth has a NAV of ₹83.082 as on 03-02-2023.
2) IDFC Core Equity Fund Direct Plan Growth has ₹2471 Cr worth of assets under management (AUM) as on 31-12-2022 and is less than category average.
3) The fund has an expense ratio 0.84 %.
Expense ratio | 0.84% |
Benchmark | S&P BSE 200 India TR INR |
AUM | ₹2471 Cr |
Inception Date | 1 January, 2013 |
Min Lumpsum/SIP | ₹1000/₹100 |
Exit Load | 1% |
Lock In | No Lock-in |
TurnOver | 36.39% |
IDFC Core Equity Fund Direct Plan Growth | Absolute Returns | CAGR Returns |
1 Month Returns | -1.63% | -1.63% |
6 Month Returns | 7.08% | 7.08% |
1 Year Returns | 4.91% | 4.91% |
3 Years Returns | 65.9% | 18.38% |
5 Years Returns | 70.46% | 11.26% |
Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
IDFC Core Equity Fund Direct Plan Growth | 3 | -0.18 | -0.3 |
Fund Name | Beta 1 Year | Beta 3 Years | Beta 5 Years |
IDFC Core Equity Fund Direct Plan Growth | 0.9 | 0.98 | 0.97 |
Fund Name | Sharpe Ratio 1 Year | Sharpe Ratio 3 Years | Sharpe Ratio 5 Years |
IDFC Core Equity Fund Direct Plan Growth | 0.09 | 0.63 | 0.35 |
Fund Name | Standard Deviation 1 Year | Standard Deviation 3 Years | Standard Deviation 5 Years |
IDFC Core Equity Fund Direct Plan Growth | 15.83 | 23.72 | 20.49 |
Mutual Fund execution provided by
Technology facilitation Services provided by Finzoom Investment Advisors Pvt. Ltd. - Advisory unit. SEBI Registered Investment Advisor: INA100012190 | BASL Registration No. 1154 | BSE StarMF Platform code: 24801
Disclaimer: Mutual Fund investments are subject to market risks, read all scheme related documents carefully. Past performance is not indicative of future returns.