Overview (as on 09 Apr 2021)

NAV

₹21.17

1y returns

100.854%

Fund AUM

₹588 Cr

Expense Ratio

1.3%

Min SIP

₹100

Min Lumpsum

₹5,000

Fund Performance

Calculator

Monthly SIP
Lumpsum

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For Time Period
5 years
Total investment
₹0
Pre-Tax
Post-Tax
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns

Asset Allocation

Sector Allocation
Industrials
57.81%
Basic Materials
22.04%
Utilities
12.14%
Communication
7.05%
Consumer
0.93%
Energy
0.04%
Size Breakup
Small Cap
37.17%
Large Cap
31.69%
Mid Cap
31.15%

Key Metrics

Beta 

1.2

Std deviation 

25.26%

Sharpe Ratio 

-0.03

Holdings

Fund Details

Investment Objectives
"The investment objective of the scheme is to seek to generate long-term capital growth through an active diversified portfolio of predominantly equity and equity related instruments of companies that are participating in and benefiting from growth in Indian infrastructure and infrastructural related activities. However, there can be no assurance that the investment objective of the scheme will be realized."
Scheme Name
IDFC Infrastructure Fund - Direct Plan - Growth
Scheme Document
Exit Load

For 0 - 365 Days: 1%

After 365 Days : 0%

Plan Started
01 January, 2013
Fund Manager
Rajendra Mishra
Fund House Details
Fund House
IDFC Asset Management Company Limited
Email
NA
Phone
+912224215052
Address
IDFC Asset Management Company Limited,OneIndiaBulls Centre, 841, Jupiter Mills Compound,,Senapati Bapat Marg,,Elphinstone Road (West),

Other Related Plans

Peer Funds

IDFC Infrastructure Fund - Direct Plan - Growth

NAV

₹21.17

INDmoney Analysis

    error

    Fund is in Bottom 50 percent in its Category

    Return score is based upon:

    Benchmark out performance
    Consistency of returns
    Performance efficiency
    error

    Fund is in Bottom 50 percent in its Category

    Risk score is based upon:

    Return volatility
    Risk management
    Market sensitivity

Fund Managers

Rajendra Mishra
Rajendra Mishra

leader

Work Experience
"Mr. Rajendra Mishra is working as Fund Manager at IDFC Asset Management Company Limited, with overall experience of 15+ years (including 12+ years in Equities & Investments). He was earlier part of u2018Proprietary Equity investmentsu2019 at IDFC Ltd. before moving to IDFC AMC in Aprilu20192011. He has completed his MBA from Indian Institute of Management, Lucknow and Engineering from National Institute of Technology, Jamshedpur."
Sachin Relekar
Sachin Relekar

leader

Work Experience
"null"

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