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IDFC US Equity Fund of Fund

An open ended fund of fund scheme investing in units/shares of overseas Mutual Fund Scheme (/s) / Exchange Traded Fund (/s) investing in US Equity securities.

Fund of FundsInception Date:20/08/2021Ask an Advisor

The Fund seeks to generate long term capital appreciation by investing in units/shares of overseas Mutual Fund Scheme (/s) / Exchange Traded Fund (/s) investing in US Equity securities.

  • Min Investment 5,000
  • Min SIP Amount 1,000
  • Exit Load

    - 1% of applicable NAV - if the units are redeemed/switched out within 1 year from the date of allotment
    - Nil – if the units are redeemed / switched-out after 1 year from the date of allotment

IDFC US Equity Fund of Fund

(Scheme Risk-o-meter)

Investors understand that their principal will be at Very High.

This product is suitable for investors who are seeking* :

  • To create wealth over long term.
  • Diversification of returns through investing in a fund mainly investing in units/shares of overseas Mutual Fund Schemes  (/s) / Exchange Traded Fund (/s)which invests in US Equity securities

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

Russell 1000 Growth Index^

(Tier 1 Benchmark Risk-o-meter)

Scheme is suitable for international allocation for a minimum investment horizon of more than 3 years. Investors will bear the recurring expenses of the Scheme in addition to the expenses of the underlying schemes in which investments are made by the Scheme. Maximum total expense ratio as per SEBI guidelines will be 2.25% including the expenses charged by the underlying schemes

Tier 1 Benchmark : Russell 1000 Growth Index^Alternate Benchmark : NA

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This is a new scheme and required performance data is not yet available.

NAV 10.2700 as on 03/12/2021-0.05(-0.49%) Get NAV History
#IDCW: Income Distribution cum Capital Withdrawal Option

This is a new scheme and required performance data is not yet available.

This fund is managed by Viraj Kulkarni (w.e.f 20/08/2021) & Harshal Joshi (w.e.f 20/08/2021)

View fund performance of other funds managed by Viraj Kulkarni, Harshal Joshi

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/3o63xgQ

^Total Return Net of 30% Withholding Tax

#IDCW: Income Distribution cum Capital Withdrawal Option