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IDFC Classic Equity Fund - Regular Plan (G)

PLAN: Plan A OPTIONS: Growth
29.673 0.3 (1.01%)

NAV as on 19 Dec, 2014

CRISIL MF RANK

Scheme Risk Grade

  HIGH RISK

HIGH RISK

  • For investors looking at long term capital growth investments.
  • Ideal for people who wish to benefit from potentially higher returns and have the risk appetite for the same.
FUND FAMILY : IDFC Mutual Fund FUND CLASS : Diversified Equity
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ranking by CRISIL

Below average performance in the category

The scheme is ranked 4 in Diversified Equity category by Crisil (for quarter ended Mar 2014) rank unchanged from last quarter. If you are already invested in this scheme, you may consider switching to a better performing scheme.

View Top ranked funds in this category

Close IDFC Classic Equity Fund - Regular Plan, is open for fresh subscriptions/switch-ins.
Benchmark Index:
 
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Returns (NAV as on 19 Dec, 2014)

Period Returns (%) Rank #
1 mth -1.7 131
3 mth 2.6 115
6 mth 11.6 129
1 year 29.0 135
2 year 14.2 125
3 year 22.6 60
5 year 9.3 61

# Moneycontrol Rank within 183 Diversified Equity Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 2.9 13.7 3.0 - -
2013 -8.5 -1.3 - 8.9 0.5
2012 13.8 -0.2 10.0 8.7 37.3
2011 -7.7 -2.8 -10.3 -7.9 -27.2
2010 0.3 0.3 13.2 -2.7 13.3
2009 -3.9 38.5 17.4 2.8 63.6

View where it stands within its peers

* Returns over 1 year are Annualised

Performance

Fund returns v/s Category average (Diversified Equity)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns -1.7 2.6 11.6 29.0 14.2 22.6 9.3
Category avg -0.7 3.6 14.8 40.4 18.1 10.9 5.1
Difference of Fund returns and Category returns -1.0 -1.0 -3.2 -11.4 -3.9 11.7 4.2
Best of category 7.5 10.9 33.4 78.3 45.9 42.8 23.0
Worst of category -4.5 -11.7 -7.0 6.8 8.1 9.8 -7.5
Benchmark returns # -1.8 1.9 10.0 37.0 17.9 22.2 10.2
Difference of Fund returns and Benchmark returns 0.1 0.7 1.6 -8.0 -3.7 0.4 -0.9
IDFC Classic Equity Fund - Regular Plan (G) Review by Crisil - Rating: 2 (Rank 4 out of 5)
# Benchmark Index: S&P BSE 200

Investment Info

Investment Objective

The investment objective of the Scheme is to seek to generate capital appreciation and/or provide income distribution from a portfolio of predominantly equity and equity related instruments. There is no assurance or gurantee that the objectives of the scheme will be realized.

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date Jul 14, 2005
Benchmark S&P BSE 200
Asset Size (Rs cr) 179.57 (Sep-30-2014)
Minimum Investment Rs.5000
Last Dividend N.A. View Dividend History
Bonus N.A.
Fund Manager Ankur Arora
View performance of schemes managed by the Fund Manager
Notes IDFC Classic Equity Fund - Regular Plan, is open for fresh subscriptions/switch-ins.

Load Details

Entry Load N.A
Exit Load 2.00%
Load Comments Exit Load 2.00% if redeemed within 18 months from date of allotment.

Contact Details

Regd. Office 17/18, 3rd Floor, Vaswani Mansion, 120, Dinshaw Vachha Road, Opp. K C College, Churchgate, Mumbai, 400020
Tel. No. 22876419
Fax No. 2202 0798 / 6646 6953
Email investor@idfcmf.com
Website http://www.idfcmf.com

Peer Comparison

Diversified Equity Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
HDFC Equity Fund (G) Rank 3
14,114.11 1.9 12.9 53.9 29.2 15.8
Reliance Equity Oppor - RP (G) Rank 3
7,603.88 6.6 21.9 57.4 34.8 20.6
Franklin High Growth Cos (G) Rank 1
799.94 10.1 32.5 76.6 41.1 19.6
Reliance Equity Oppor -Direct (G) Not Ranked
369.45 6.8 22.4 58.6 -- --
HDFC Equity Fund - Direct (G) Not Ranked
1,523.73 2.1 13.4 55.0 -- --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Nov 28, 14)

Equity Sector Value
(Rs cr)
Asset %
No Holdings Data Available

Full Portfolio

Sector Allocation (Nov 28, 14)

Sector %

1-Year

HighLow

No Sector Data Available

View All Sectors

Asset Allocation (%)(Nov 28, 14)

Equity 96.50
Others 0.12
Debt 0.00
Mutual Funds N.A
Money Market 4.17
Cash / Call -0.79

View All

Sector (%)
Top 3 N.A.

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