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

Moderately High
14 yrs 7 monthsStarted on:09 Aug 2005
₹ 2779.81 Cras on: 20 Feb 2020
Long Term Horizon
1.97%
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)
YTD4.50
1 Month2.01
3 Month5.75
1 YR15.73
2 YR3.46
3 YR8.73

SIP Returns

TenureReturns (CAGR)
1 YR16.24
2 YR7.64
3 YR5.98
5 YR8.98
10 YR10.75

Portfolio

Company Name% Assets
ICICI Bank Ltd.6.92
HDFC Bank Ltd.6.35
Axis Bank Ltd.5.29
State Bank of India4.87
Reliance Industries Ltd.3.65
Infosys Ltd.3.35
Larsen & Toubro Ltd.3.12
Ipca Laboratories Ltd.2.59
MRF Ltd.2.26
Indian Hotels Co. Ltd.2.15

Top Sectoral Holdings

Sector Name% Assets
Financial34.34
Construction10.24
Healthcare9.19
Energy9.02
Services6.54
Automobile5.89
Technology5.57
Engineering4.38
Cons Durable3.75
Chemicals2.84

Indicators

LabelValue
Portfolio turnover ratio25
Standard Deviation13.06%
Beta0.92%
Sharpe Ratio0.31

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