IDFC Core Equity Fund Direct Plan Growth
Equity
Direct
Very High Risk
Large & Mid-Cap
NAV: ₹ 76.1 as on 02-12-2021
INDmoney RANK
20
/22
among Large & Mid-Cap Category
INDmoney Analysis
Performance
Funds scoring high on Performance parameter are consistent in generating returns, deliver high performance during bull run & have the ability to generate excess returns over benchmark.
27%
Risk Management
Funds scoring high on Risk Management parameter are less volatile, generate higher returns per unit of downside risk taken & generate returns without moving up and down frequently.
11%
Cost
Funds scoring high on Cost parameter have relatively lower expense ratio.
68%
About the Fund
IDFC Core Equity Fund Direct Plan Growth is an equity fund. This fund was started on 1 January, 2013. The fund is managed by Anoop Bhaskar. The fund could potentially beat inflation in the long-run.
Key parameters
1) IDFC Core Equity Fund Direct Plan Growth has a NAV of 76.14 as on 03-Dec-2021.
2) IDFC Core Equity Fund Direct Plan Growth has 2414 Cr worth of assets under management (AUM) as on 03-Dec-2021 and is less than category average.
3) The fund has an expense ratio 0.85 %.
Fund Overview
Expense ratio | 0.85% | |
Benchmark | S&P BSE 200 India TR INR | |
AUM | ₹2414 Cr | |
Inception Date | 1 January, 2013 | |
Min Lumpsum/SIP | ₹5000/₹100 | |
Exit Load | 1% | |
Lock In | No Lock-in | |
TurnOver | 39.19% |
Fund Distribution
Size breakup
Large cap
62.91%
Mid cap
33.92%
Small cap
2.09%
Micro cap
1.07%
Sector Allocation
| Financial Services | 29.6% |
| Cyclical | 17.5% |
| Tech | 12.7% |
| Basic Materials | 11.4% |
| Industrial | 9.6% |
| Health | 6.4% |
| Communication | 4.2% |
| Energy | 3.3% |
| Defensive | 2.8% |
| Utilities | 2.5% |
Top Holdings
Total Holdings20
Equity Holdings20
Debt Holdings5
Fund Highlights
About the fund
This fund has delivered an average annual returns of 14.5% since inception which is less than its category average return of 18.66%
Fund Allocations
This fund has an allocation of 99.6% in Equity, 0% in Debt and 0.4% in Cash related instruments
AUM size ₹2414 Cr
This fund has AUM of ₹2414 Cr which is less than its category average of ₹ 3182 Cr
Expense Ratio 0.85%
This fund has an expense ratio of 0.85% which is less than its category average expense ratio of 1.63%
Fund Manager
Anoop Bhaskar is B.Com., MBA(Finance)
27 Years experience
Mr. Anoop Bhaskar is the Head - Equity at IDFC Asset management Company Limited. Mr. Bhaskar has an experience spanning over 27 years in the mutual fund industry. He has been associated with IDFC AMC since February 2016. Prior to joining IDFC AMC, he was associated with UTI Asset Management Company Ltd. as Head of Equity, responsible for overall domestic Equity fund management (Apr.2007 u2013 Jan.2016). Prior to that he was associated with Sundaram Asset Management Company Limited as Fund Manager, responsible for Fund Management (Aug.2003 u2013 Mar.2007). He holds a Masters in Business Administration (Finance) and Bacheloru2019s degree in Commerce with honours
AMC details
Fund House
IDFC Asset Management Company Limited
Email
investormf@idfc.com
Phone
+912266289999
Address
IDFC Asset Management Company Limited,OneIndiaBulls Centre, 841, Jupiter Mills Compound,,Senapati Bapat Marg,,Elphinstone Road (West),
Similar Funds
DSP Equity Opportunities Fund Direct Plan Growth
20.46% (3 Yrs)
Aditya Birla Sun Life Equity Advantage Fund Direct Plan Growth
21.85% (3 Yrs)
Canara Robeco Emerging Equities Direct Plan Growth Option
24.05% (3 Yrs)
Kotak Equity Opportunities Direct Growth
21.31% (3 Yrs)
Mirae Asset Emerging Bluechip Fund Direct Plan Growth
26.66% (3 Yrs)
Frequently Asked Questions
What are the average returns of IDFC Core Equity Fund Direct Plan Growth Fund ?
What is the current NAV of IDFC Core Equity Fund Direct Plan Growth Fund?
How do I invest in IDFC Core Equity Fund Direct Plan Growth Fund?
What is the expense ratio of IDFC Core Equity Fund Direct Plan Growth fund?
What is the worth of total assets under management (AUM) of IDFC Core Equity Fund Direct Plan Growth fund ?
What are the top holdings of IDFC Core Equity Fund Direct Plan Growth Fund?
What are the top sectors IDFC Core Equity Fund Direct Plan Growth Fund has invested in?
US stocks watchlist
tesla share price in india|pfizer share price india|apple share price in india|amazon share price in india|google share price in india|berkshire hathaway share price in inr|pepsico share price in india|coca cola share price in india|netflix share price in india|oracle share price india|uber share price in india|microsoft share price in india|cognizant share price in india|moderna share price india|facebook share price in india|citibank share price india|freshworks share price india|starbucks share price in india|walmart share price in india|qualcomm share price|gamestop share price|adobe share price|broadcom share price|intel share price|vmware share price|paypal share price|synopsys share price|sap share price|nio share price|servicenow share price|nutanix share price|xilinx share price|gib share price|netapp share price|micron share price|dell share price|international business machines share price|hp share price|zscaler stock price|ihs markit share price|zoom share price|fortinet share price|twitter share price|intuit share price|boeing share price|qualys stock price|citrix share price|snowflake share price|expedia share price|airbnb share price|cummins share price|visa share price|nike share price|bank of america share price|lam research share price|square share price|ciena share price|genpact share price|3m share price|chegg share price|goldman sachs share price|resonant share price|jpm stock price|wells fargo stock price
Mutual Funds watchlist
aditya birla sun life flexi cap fund growth direct plan|ABSL low duration fund direct growth|axis bluechip fund direct growth|axis capital builder fund series 4|axis balanced advantage fund direct growth|axis equity saver fund direct growth|axis multicap fund direct growth|axis global innovation fund of fund direct growth|axis long term equity fund growth NAV|axis quant fund direct growth|axis small cap fund direct growth|axis value fund direct growth|baroda dynamic equity fund direct growth|BOI AXA bluechip fund|canara robeco flexi cap fund direct growth|canara robeco small cap fund direct growth|canara robeco value fund direct growth|DSP quant fund direct|franklin india smaller companies fund direct growth|HDFC arbitrage fund direct growth|HDFC balanced advantage fund direct growth|HDFC developed world index fund NAV|HDFC flexi cap fund direct growth|HDFC housing opportunities fund direct growth|HDFC hybrid equity fund direct growth|HDFC nifty 50 index fund|HDFC index fund sensex plan|HDFC mid cap opportunities direct plan growth|HDFC multi asset fund direct growth|HDFC small cap fund direct growth|HDFC top 100 fund direct growth|HSBC midcap fund direct growth|ICICI prudential balanced advantage fund|ICICI bluechip fund direct growth NAV|ICICI prudential commodities fund direct plan growth|ICICI nasdaq 100 fund direct growth|ICICI nifty next 50 index fund direct growth|ICICI small cap fund direct growth|ICICI prudential technology direct plan growth calculator|ICICI ultra short term fund direct growth|IDBI india top 100 equity fund direct growth|IDBI small cap fund direct growth|idfc us equity fund of fund direct growth|kotak short term fund direct growth|kotak emerging equity fund direct growth|kotak multicap fund direct growth|kotak global innovation fund of fund NAV|kotak gold fund direct growth|kotak savings fund direct growth|kotak small cap fund direct growth|L&T emerging businesses fund direct growth|mirae asset large cap fund direct growth|mirae asset midcap fund|motilal oswal nasdaq 100 fund of fund|navi nifty 50 index fund direct growth|nippon india banking and financial services fund direct growth|nippon banking fund direct|nippon india flexi cap fund NAV|nippon india large cap fund direct growth|nippon india pharma fund direct growth|nippon india small cap fund direct growth|PGIM small cap fund direct growth|quant flexi cap fund direct growth|quant infrastructure fund direct growth|quant tax plan direct plan growth|SBI bluechip fund direct growth|SBI corporate bond fund direct growth|SBI equity minimum variance fund direct growth|SBI flexi cap fund|SBI magnum children's benefit fund investment direct plan|SBI nifty index fund direct growth|SBI small cap fund direct growth|SBI technology opportunities fund direct growth|tata banking and financial services fund direct plan growth|tata business cycle fund|tata technology fund direct growth|tata equity pe fund direct growth|tata ethical fund direct growth NAV|tata focused fund direct growth|tata index fund nifty direct plan|tata india tax savings fund direct plan growth|UTI focused equity fund direct growth|UTI nifty index fund direct growth NAV|UTI nifty 50 index fund direct growth