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IDFC Core Equity Fund

Large and Mid Cap Fund - An open ended equity scheme investing in both large cap and mid cap stocks

EquityInception Date:09/08/2005Ask an Advisor

A diversified equity fund with a large and mid cap bias. The focus of the fund is to build a portfolio of Quality companies while being cognizant of the relative valuation.

  • Min Investment 5,000
  • Min SIP Amount 100
  • Exit Load
    0.01%
    1% if redeemed within 365 days from the date of allotment. (w.e.f. 10th May 2016)
Investors understand that their principal will be at Moderately High.

This product is suitable for investors who are seeking* :

  • To create wealth over long term.
  • Investment predominantly in equity and equity related instruments in large and mid-cap companies.

*Investors should consult their financial advisers if in doubt about whether the product is suitable for them.

Scheme is suitable for goals with a horizon of 5+ years, 3-5 years

Benchmark : Nifty LargeMidcap 250 Index TRIAlternate Benchmark : Nifty 50 TRI

Select
Annualised Returns-15.76%1yr-2.47%3yr3.80%5yr
NAV 38.8900 as on 03/07/20200.13(0.33%) Get NAV History

Anoop Bhaskar

Anoop Bhaskar joined IDFC AMC in February 2016 as the head of equity business, with three decades of experience in the mutual fund industry.

Value of 10,000 invested in IDFC Core Equity Fund - Regular Plan - Growth

Annualized Returns

IDFC Core Equity Fund - Regular Plan - Growth

Value:8,412.24
Return:-15.76%

Nifty LargeMidcap 250 Index TRI #

Value:8,954.38
Return:-10.38%

Nifty 50 TRI ##

Value:8,839.79
Return:-11.51%
Scheme NamesCAGR Returns (%)Current value of Investment of 10,000
1 year3 year5 year09/08/2005 Since inception1 year3 year5 year09/08/2005 Since inception
IDFC Core Equity Fund - Regular Plan - Growth-15.76-2.473.809.418,412.249,276.2812,049.6438,200
Nifty LargeMidcap 250 Index TRI #-10.381.266.3312.198,954.3810,383.1113,596.8855,496.46
Nifty 50 TRI ##-11.513.955.5511.908,839.7911,233.2313,104.2353,385
# Scheme Benchmark   |   ## Scheme Alternate Benchmark

This fund is managed by Anoop Bhaskar (w.e.f 30/04/2016 )

*Performance based on NAV as on 30/06/2020.

View fund performance of other funds managed by Anoop Bhaskar

Past performance may or may not be sustained in future.
Regular and Direct Plans have different expense structure. Direct Plan shall have a lower expense ratio excluding distribution expenses, commission expenses etc.

Taxation:

For taxation, please refer the link :  https://bit.ly/2BbIG7j

 

 

 

 

Dividend HistoryDividend History

Record Date/ UnitNAV

14/03/2019

0.80

15.0000

12/03/2018

1.01

16.4254

27/02/2017

1.18

15.0036

29/02/2016

1.00

11.7719

25/02/2015

1.50

15.5029

More about IDFC Core Equity Fund

IDFC Core Equity Fund

Posted on: 14/05/2019