e.g. Tata motors, Reliance MF, 500570

IDFC Core Equity Fund - Plan B - Growth

Equity Multi Cap Moderately High

NAV on (No Data Available)

₹0.00

No Data Available

Fund Size

₹1902.07 Crores

1Y Returns

No Data Available%

 

Earn 1% Higher Returns on Direct Funds

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Disclaimer: Mutual Fund investments are subject to market risks. Read all scheme related documents carefully before investing.

 

Investment Objective

The investment objective of the scheme is to seek to generate long term capital growth from a diversified portfolio of predominantly equity and equity related instruments.

AMC

Bandhan AMC Ltd.

Fund Details

Launch Date

April 2, 2009

Fund Manager

Mr. Anoop Bhaskar

Initial Price

10

AUM Fund

1902.07 Cr

Min investment

Rs 5000

Expense Ratio

2.99%

SIP Minimum Investment

Monthly - Rs. 1000 and in multiples of Re. 1/- thereafter with at least six post dated cheques.

Exit Load

1% If redeemed within 365 days from the date of allotment.

Equity / Mid Cap funds 1Y 3Y Fund Size (Cr)
64.50% 78.34% ₹3049.11
64.42% 78.48% ₹3049.11
62.72% 73.09% ₹3049.11
62.58% 72.95% ₹3049.11
56.50% 174.60% ₹721.53

Holdings

CBLO 4.76%
ITC Limited 3.30%
NTPC Limited 1.59%
MRF Limited 1.46%
CEAT Limited 1.30%
Cash Margin - Derivatives 1.12%
NCC Limited 0.83%
Net Receivables/Payables 0.39%
Deutsche Bank AG 16 Days 0.10%
Cash / Bank Balance 0.00%

Sector Allocation

Banks 21.24%
Tobacco 3.30%
Miscellaneous 9.24%
Auto 5.49%
Information Technology 4.71%
Retail 3.32%
Finance 4.73%
Power 4.44%
Petrochemicals 2.58%
Tyres 4.05%
Mining 2.28%
Petroleum 4.38%
Engineering 2.34%
Electronics 1.23%
Pharmaceuticals and health care 4.17%
Cement 2.97%
Auto Ancillaries 1.97%
Iron and Steel 1.75%
Hospitality 1.53%
Chemicals 1.76%
Transport 0.85%
Construction 0.83%
Fertilisers 0.81%
Electric Equipment 1.12%
Textiles 0.64%
Tea / Coffee 0.60%
Metals - Non Ferrous 1.10%
Glass 0.19%
Service 0.01%
Address
6th Floor, 841, One World Centre, Jupiter Mill, Senapati Bapat Marg, Prabhadevi (West), Mumbai Maharashtra India 400013
Phone
+91 22 66289999
Fax
+91 22 24215052
Launch Date
April 2, 2009
Custodian
Deutsche Bank Ltd. AG
Registrar & Transfer Agent
Computer Age Management Services (P) Ltd.

Frequently Asked Questions

Q: What is the current NAV of IDFC Core Equity Fund - Plan B - Growth?

A: The latest NAV of IDFC Core Equity Fund - Plan B - Growth is ₹ .

Q: What type of mutual fund is IDFC Core Equity Fund - Plan B - Growth?

A: IDFC Core Equity Fund - Plan B - Growth is a 'Equity - Multi Cap' type mutual fund managed by 'Bandhan AMC Ltd.'.

Q: What is the expense ratio of IDFC Core Equity Fund - Plan B - Growth?

A: The expense ratio of IDFC Core Equity Fund - Plan B - Growth is 2.99%, which impacts overall returns.

Q: Who manages IDFC Core Equity Fund - Plan B - Growth?

A: IDFC Core Equity Fund - Plan B - Growth is managed by Mr. Anoop Bhaskar, who oversees investment strategy and portfolio decisions.

Q: Is IDFC Core Equity Fund - Plan B - Growth a good investment?

A: IDFC Core Equity Fund - Plan B - Growth may be suitable depending on your financial goals, risk appetite, and investment horizon. Always evaluate fund performance and consult a financial advisor.

Q: What is the exit load of IDFC Core Equity Fund - Plan B - Growth?

A: The exit load of IDFC Core Equity Fund - Plan B - Growth is 1% If redeemed within 365 days from the date of allotment., applicable if redeemed within the specified period.

Q: How is IDFC Core Equity Fund - Plan B - Growth taxed?

A: Taxation depends on the fund type (equity/debt) and holding period as per Indian tax laws.

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