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IDFC Imperial Equity Fund - Regular Plan (G)

PLAN: Plan A OPTIONS: Growth
26.930 0.2 (0.75%)

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

Below average performance in the category

The scheme is ranked 4 in Large Cap category by Crisil (for quarter ended Mar 2014) up from Rank 5 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 Imperial Equity Fund - Regular Plan is open for fresh s ubscriptions/switch-ins.
Benchmark Index:
 
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Returns (NAV as on 19 Dec, 2014)

Period Returns (%) Rank #
1 mth -1.8 98
3 mth 2.1 92
6 mth 12.0 95
1 year 32.3 116
2 year 16.4 114
3 year 18.6 66
5 year 9.4 53

# Moneycontrol Rank within 148 Large Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 4.3 14.7 4.7 - -
2013 -7.5 0.4 -1.7 8.4 1.3
2012 10.7 -2.2 6.4 3.9 20.9
2011 -4.0 -1.4 -9.5 -5.6 -20.7
2010 2.0 1.1 11.3 -1.4 15.6
2009 0.5 35.4 16.0 1.7 63.8

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 -1.8 2.1 12.0 32.3 16.4 18.6 9.4
Category avg -1.3 2.9 13.6 38.6 19.6 11.9 5.6
Difference of Fund returns and Category returns -0.5 -0.8 -1.6 -6.3 -3.2 6.7 3.8
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 0.1 0.8 2.9 -1.1 -1.4 -2.7 -1.3
IDFC Imperial Equity Fund - Regular Plan (G) Review by Crisil - Rating: 2 (Rank 4 out of 5)
# Benchmark Index: CNX NIFTY

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 Feb 21, 2006
Benchmark CNX NIFTY
Asset Size (Rs cr) 126.41 (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 Imperial Equity Fund - Regular Plan is open for fresh s ubscriptions/switch-ins.

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 99.79
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 1.82
Cash / Call -1.61

View All

Sector (%)
Top 3 N.A.

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