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IDFC Classic Equity Fund-Regular Plan-Growth

Category: Equity Funds Diversified
Launch Date: 09-08-2005
Asset Class: Equity
Benchmark: S&P BSE 200
Expense Ratio: 2.22% As on (31-03-2018)
Status: Open Ended Schemes(Growth) for subscription
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 2,619.3 Cr As on (31-03-2018)
Turn over: 35%
NAV as on 18-05-2018

44.6117

-0.6 (-1.3546%)

CAGR Since Inception

12.41%

S&P BSE 200 13.87%

PERFORMANCE of IDFC Classic Equity Fund-Regular Plan-Growth

Scheme Performance (%)

Data as on - 18-05-2018

Yearly Performance (%)

Fund Managers

Mr. Anoop Bhaskar

Mr. Bhaskar is a B.Com (H) and MBA(Finance) from Pune University. Prior to joining IDFC AMC, he was associated with UTI AMC (Apr. 2007-Jan. 2016), Sundaram AMC (Aug. 2003-Mar. 2007), Franklin Templeton AMC, Shriram Financial Services Ltd., Brisk Financial Services and Cross Borders Finance & Projects.

Investment Objective

The scheme aims to invest across sectors in well-managed sustainable businesses whose shares are available at reasonable value through a process of disciplined research. The portfolio will aim to provide part ownership to investors in some of the best-run companies in India.

RETURNS CALCULATOR for IDFC Classic Equity Fund-Regular Plan-Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

riskometer

Key Performance and Risk Statistics of IDFC Classic Equity Fund-Regular Plan-Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
IDFC Classic Equity Fund-Regular Plan-Growth 14.12 0.6 4.9 1.02 - -
Equity Funds Diversified - - - - - -

PEER COMPARISION of IDFC Classic Equity Fund-Regular Plan-Growth

Period
Data as on - 18-05-2018
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
IDFC Classic Equity Fund-Regular Plan-Growth 09-08-2005 9.05 20.42 11.61 14.85 8.34
Axis Bluechip Fund - Growth 05-01-2010 21.33 18.16 11.4 15.05 0.0
Axis Focused 25 Fund - Growth Option 29-06-2012 20.38 24.42 15.9 17.34 0.0
Invesco India Contra Fund - Growth 11-04-2007 19.71 23.21 15.46 22.93 15.3
BOI AXA Large & Mid Cap Equity Fund Eco Plan- Growth 21-10-2008 18.94 19.97 11.96 16.1 0.0
UTI - Equity Fund-Growth Option 01-08-2005 18.1 16.98 10.39 16.24 12.78
Parag Parikh Long Term Equity Fund - Regular Plan - Growth 28-05-2013 18.09 17.74 12.09 0.0 0.0
BOI AXA Large & Mid Cap Equity Fund Regular Plan- Growth 21-10-2008 17.96 19.06 11.12 15.29 0.0
Principal Dividend Yield Fund-Growth Plan 15-10-2004 17.41 26.04 14.36 16.22 10.61
Tata Retirement Savings Fund -Regular Plan -Progressive -Growth 01-11-2011 16.78 24.77 16.05 19.49 0.0

PORTFOLIO ANALYSIS of IDFC Classic Equity Fund-Regular Plan-Growth

Asset Allocation (%)

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