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  2. IDFC Core Equity Fund-Direct Plan-Dividend

IDFC Core Equity Fund-Direct Plan-Dividend

(Erstwhile IDFC Classic Equity Fund-Direct Plan-Dividend)

Category: Equity Funds Diversified
Launch Date: 01-01-2013
Asset Class: Equity
Benchmark: S&P BSE 200
Expense Ratio: 0.72% As on (30-04-2018)
Status: Open Ended Schemes(Equity Scheme - Large & Mid Cap Fund) for subscription
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 2,778.03 Cr As on (31-05-2018)
Turn over: 32%
NAV as on


CAGR Since Inception


S&P BSE 200 13.85%

PERFORMANCE of IDFC Core Equity Fund-Direct Plan-Dividend

Scheme Performance (%)

Data as on - 22-06-2018

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 Core Equity Fund-Direct Plan-Dividend

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.



Key Performance and Risk Statistics of IDFC Core Equity Fund-Direct Plan-Dividend

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
IDFC Core Equity Fund-Direct Plan-Dividend 14.11 1.06 6.66 0.94 - -
Equity Funds Diversified

PEER COMPARISION of IDFC Core Equity Fund-Direct Plan-Dividend

Data as on - 22-06-2018
Scheme Name Launch
Ret (%)
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PORTFOLIO ANALYSIS of IDFC Core Equity Fund-Direct Plan-Dividend

Asset Allocation (%)

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