IDFC Core Equity Fund (Equity, Equity Large & Midcap)

Moderately High
14 yrs 9 monthsStarted on:09 Aug 2005
₹ 2585.15 Cras on: 03 Apr 2020
Long Term Horizon
2.04%
Capital Appreciation

Minimum Investment

  • ₹ 5000.00 for Lumpsum

Investment Objective

The Scheme seeks to generate long-term capital growth by investing predominantly in large cap and mid cap stocks.

Exit Load

YES

Scheme Documents

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Tenure

TenureReturns (CAGR)

SIP Returns

TenureReturns (CAGR)
10 YR1.82

Portfolio

Company Name% Assets
ICICI Bank Ltd.7.04
HDFC Bank Ltd.6.56
Axis Bank Ltd.5.44
State Bank of India4.98
Reliance Industries Ltd.3.69
Infosys Ltd.3.4
Larsen & Toubro Ltd.2.91
Ipca Laboratories Ltd.2.91
ICICI Securities Ltd.2.29
MRF Ltd.2.23

Top Sectoral Holdings

Sector Name% Assets
Financial34.93
Construction10.09
Healthcare9.6
Energy9.29
Services6.66
Automobile5.94
Technology5.69
Engineering4.13
Cons Durable3.99
Chemicals3.24

Indicators

LabelValue
Portfolio turnover ratio23
Standard Deviation21.14%
Beta1.02%

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.

Other Funds Managed by Anoop Bhaskar