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IDFC Core Equity Fund is an Open-ended, large-cap category fund launched in 2013 by IDFC Asset Management Co. Ltd. The fund manager name is Anoop Bhaskar. The risk in this fund is average but the returns are average. In this article, we will do a detailed analysis of the IDFC Core Equity Fund, we will dig deep into its AUM, NAV, Returns & more.

IDFC Core Equity Fund


IDFC Core Equity Fund Ranking

Crisil MF RankNA

Background of IDFC Core Equity Fund

Name of FundIDFC Core Equity Fund-Direct Plan
Type of Fund ( Open / Close)Open-ended
Category of Fund Equity: Large & Mid Cap
Fund ManagerAnoop Bhaskar
Launch Date1-Jan-2013

Invest in IDFC Core Equity Fund – Fill up the Form Below

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    1. Invest in Mutual FundOpen Demat Account


    IDFC Core Equity Fund Performance

    Risk GradeAverage
    Return GradeAverage
    NAV (as on current Date)Rs. 47.22 as on Dec 14, 2018
    Net Asset (as on current date)Rs. 2877.3 crore as on Nov 30, 2018

    IDFC Core Equity Fund Portfolio Characteristics

    Total Stock/Securities72
    Total Bonds
    Avg Market Cap (in cr)52143
    Portfolio P/B Ratio2.89
    Portfolio P/E Ratio24.43
    3Y Earning Growth (%)8.63

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    IDFC Core Equity Fund Composition

    Equity96.80%
    Debt0.00%
    Cash3.20%

    IDFC Core Equity Fund Risk Analysis

    Standard Deviation15.02
    Sharpe Ratio0.55
    Beta0.91
    R Square0.96
    Alpha1.72

    IDFC Core Equity Fund NAV – Yearly

    201849.22
    201749.44
    201635.44
    201532.23
    201430.18
    52 Week High (NAV)51.52
    52 Week Low (NAV)43.2

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    IDFC Core Equity Fund Returns – Yearly

    2018-4.500%
    201739.500%
    20169.950%
    20156.820%
    201429.540%

    IDFC Core Equity Fund AUM

    20182907
    20171971
    2016451
    2015158
    2014184

    IDFC Core Equity Fund Expense Ratio

    2018
    20170.940%
    2016
    20150.970%
    20142.160%

    IDFC Core Equity Fund Quarterly Returns

    2018 Q1-5.300%
    2018 Q20.870%
    2018 Q3-0.890%
    2018 Q4
    2017 Q114.980%
    2017 Q26.540%
    2017 Q33.200%
    2017 Q410.350%
    2016 Q1-5.060%
    2016 Q211.240%
    2016 Q38.620%
    2016 Q4-4.150%
    2015 Q18.720%
    2015 Q2-1.680%
    2015 Q3-4.680%
    2015 Q44.840%
    2014 Q13.040%
    2014 Q214.580%
    2014 Q33.640%
    2014 Q45.860%

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    IDFC Core Equity Fund Weightage by Sector

    1Financial (28.76%)
    2Automobile (8.63%)
    3Healthcare (8.36%)
    4FMCG (7.86%)
    5Construction (7.59%)
    6Energy (7.08%)
    7Technology (6.55%)
    8Services (6.27%)
    9Engineering (4.72%)
    10Metals (4.36%)

    Weightage by Securities Holding

    1HDFC Bank (6.43%)
    2Infosys (4.42%)
    3Reliance Industries(3.66%)
    4ICICI Bank(3.63%0
    5ITC (3.01%)
    6Larsen & Toubro (2.87%)
    7Future Retail (2.59%)
    8Axis Bank (2.55%)
    9State Bank of India (2.54%)
    10Mahindra & Mahindra (2.20%)

    Fund Investment Information

    AMCIDFC Asset Management Company Limited
    RegistrarComputer Age Management Services Ltd.
    Minimum Investment5000
    Minimum SIP Investment1000
    Exit Load 1% for redemption within 365 days

    Conclusion

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


    Invest in IDFC Core Equity Fund– Fill up the Form Below

      Fill Your Details Here
      1. Invest in Mutual FundOpen Demat Account


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