e.g. Tata motors, Reliance MF, 500570

IDFC Equity Fund - Plan B - IDCW

Equity Large Cap Moderately High

NAV on (No Data Available)

₹0.00

No Data Available

Fund Size

₹288.27 Crores

1Y Returns

No Data Available%

 

Earn 1% Higher Returns on Direct Funds

Invest  Top Funds
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 capital growth from a portfolio of predominantly equity and equity related instruments(including equity derivatives).

AMC

Bandhan AMC Ltd.

Fund Details

Launch Date

July 6, 2009

Fund Manager

Ms. Sumit Agrawal

Initial Price

10

AUM Fund

288.27 Cr

Min investment

Rs 5000

Expense Ratio

2.92%

SIP Minimum Investment

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

Exit Load

1% of the applicable NAV if redeemed / switched out within 365 days from the date of allotment.

Equity / Mid Cap funds 1Y 3Y Fund Size (Cr)
44.66% 108.48% ₹3935.83
43.90% 105.13% ₹3935.83
32.16% 0.00% ₹7304.61
32.16% 0.00% ₹7304.61
31.44% 0.00% ₹330.45

Holdings

Net Current Assets 2.70%
MRF Limited 1.84%
CBLO 1.46%
NTPC Limited 0.99%
ITC Limited 0.96%

Sector Allocation

Banks 20.52%
Auto 7.72%
Miscellaneous 8.33%
Finance 13.14%
Petroleum 7.49%
Personal Care 3.59%
Food Processing 3.73%
Information Technology 4.92%
Iron and Steel 1.95%
Electronics 1.92%
Tyres 1.84%
Consumer Durables 1.76%
Pharmaceuticals and health care 3.29%
Petrochemicals 2.67%
Retail 1.35%
Service 1.20%
Construction 1.19%
Cement 2.74%
Textiles 1.02%
Power 1.90%
Tobacco 0.96%
Engineering 0.91%
Leather 0.78%
Hospitality 0.56%
Tea / Coffee 0.36%
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
July 6, 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 Equity Fund - Plan B - IDCW?

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

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

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

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

A: The expense ratio of IDFC Equity Fund - Plan B - IDCW is 2.92%, which impacts overall returns.

Q: Who manages IDFC Equity Fund - Plan B - IDCW?

A: IDFC Equity Fund - Plan B - IDCW is managed by Ms. Sumit Agrawal, who oversees investment strategy and portfolio decisions.

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

A: IDFC Equity Fund - Plan B - IDCW 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 Equity Fund - Plan B - IDCW?

A: The exit load of IDFC Equity Fund - Plan B - IDCW is 1% of the applicable NAV if redeemed / switched out within 365 days from the date of allotment., applicable if redeemed within the specified period.

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

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

Close

Add IDFC Equity Fund - Plan B to your Watchlist

Alert me if price...
Close

Add IDFC Equity Fund - Plan B to your Portfolio

:  
   
:    
 

Home

Market News

Latest News

International Markets

Economy

Industries

Mutual Fund News

IPO News

Search News

My Portfolio

My Watchlist

Gainers

Losers

Sectors

Indices

Forex

Mutual Funds

Feedback