SENSEX NIFTY
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IDFC Equity Fund - Regular Plan (G)

PLAN: Plan A OPTIONS: Growth
23.953 0.18 (0.74%)

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 : Large Cap
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ranking by CRISIL

Average performance in the category

The scheme is ranked 3 in Large Cap category by Crisil (for quarter ended Mar 2014) up from Rank 4 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 Equity Fund - Regular Plan, is open for fresh subscriptions/switch-ins. IDFC Enterprise Equity Fund renamed to IDFC Equity Fund, with effect from 3 Sept. 2010
Benchmark Index:
 
View Historic Graph From     To     

Returns (NAV as on 19 Dec, 2014)

Period Returns (%) Rank #
1 mth -2.5 129
3 mth 0.8 122
6 mth 9.5 122
1 year 30.1 123
2 year 18.3 96
3 year 22.0 52
5 year 11.3 42

# Moneycontrol Rank within 148 Large Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 6.2 12.9 4.7 - -
2013 -4.7 4.1 -2.9 8.3 6.3
2012 13.9 - 7.7 3.0 27.2
2011 -5.1 -2.9 -11.8 -3.8 -23.6
2010 0.3 0.7 14.8 0.1 17.9
2009 3.8 27.9 16.1 1.8 76.2

View where it stands within its peers

* Returns over 1 year are Annualised

Performance

Fund returns v/s Category average (Large Cap)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns -2.5 0.8 9.5 30.1 18.3 22.0 11.3
Category avg -1.3 2.9 13.6 38.6 19.6 11.9 5.6
Difference of Fund returns and Category returns -1.2 -2.1 -4.1 -8.5 -1.3 10.1 5.7
Best of category 1.7 7.8 26.2 67.8 27.8 34.2 17.7
Worst of category -2.8 -2.1 3.5 16.3 8.5 10.9 4.3
Benchmark returns # -1.9 1.3 9.1 33.4 17.8 21.3 10.7
Difference of Fund returns and Benchmark returns -0.6 -0.5 0.4 -3.3 0.5 0.7 0.6
IDFC Equity Fund - Regular Plan (G) Review by Crisil - Rating: 3 (Rank 3 out of 5)
# Benchmark Index: CNX NIFTY

Investment Info

Investment Objective

The investment objective of the scheme is to seek to generate capital growth from a portfolio of predominantly equity and equity related instruments(Including Equity derivatives) The scheme may also invest in debt and money market instruments to generate reasonable income.

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date May 16, 2006
Benchmark CNX NIFTY
Asset Size (Rs cr) 307.03 (Sep-30-2014)
Minimum Investment Rs.5000
Last Dividend N.A. View Dividend History
Bonus N.A.
Fund Manager Kenneth Andrade
View performance of schemes managed by the Fund Manager
Notes IDFC Equity Fund - Regular Plan, is open for fresh subscriptions/switch-ins. IDFC Enterprise Equity Fund renamed to IDFC Equity Fund, with effect from 3 Sept. 2010

Load Details

Entry Load N.A
Exit Load 1.00%
Load Comments Exit Load 1% if redeemed within 365 days 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

Large Cap Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
HDFC Top 200 Fund (G) Rank 4
12,276.81 2.5 11.4 46.2 26.6 14.4
HDFC Top 200 Fund - Direct (G) Not Ranked
523.43 2.7 11.8 47.0 -- --
ICICI Pru Focused Bluechip Eqty-IO Not Ranked
0.02 3.6 14.6 41.1 26.8 17.7
ICICI Pru Focused Bluechip Eqty (G) Rank 3
6,675.86 3.4 14.2 40.0 25.7 16.7
ICICI Pru Focused. Blue -Direct (G) Not Ranked
432.83 3.6 14.7 41.1 -- --
* 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 95.15
Others 2.74
Debt 0.00
Mutual Funds N.A
Money Market 4.18
Cash / Call -2.09

View All

Sector (%)
Top 3 N.A.

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