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  • IDFC Mutual Funds
  • IDFC Core Equity Fund (Growth)

Formerly IDFC Classic Equity A Gr

IDFC Mutual Funds

IDFC Core Equity Fund (Growth)

EquityLarge & Mid Cap

75.991

NAV (Dec 02)

11.2%
5 Year CAGR
Scripbox Opinion
Not Recommended
Click here for top ranked funds in large & mid cap mutual funds.

Large & mid cap funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).

Our analysis of this fundLearn how we rate funds ->

Fund Size

Neutral

The performance of the fund on a Fund Size metric has been Neutral

Outperformance Consistency

Satisfactory

The performance of the fund on a Outperformance Consistency metric has been Satisfactory

Scripbox Recommended Large & Mid Cap Funds

Want the large and mid cap funds that are right for your long term equity investment needs?

Learn more

Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

75.991

NAV (Dec 2)

Fund Returns

Last 1Y

12.7%

Last 3Y

18.5%

Last 5Y

11.2%

Last 10Y

13%

Since Inception

12.4%

6 Month CAGR

17.4%

Scheme Information

Investment Objective

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

Expense Ratio

2.05

Launched (17y ago)

Aug 09, 2005

AUM in Crores

2492.924

ISIN

INF194K01524

Lock-in

No Lock-in

Benchmark

IISL Nifty LargeMidcap 250 TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Standard Deviation (3yr)

23.5

Standard Deviation (5yr)

20.4

Beta (3yr)

0.98

Beta (5yr)

0.97

Sharpe Ratio (3yr)

0.668

Sharpe Ratio (5yr)

0.37

YTM

0

Fund Managers

Anoop Bhaskar

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2022-12-02

Top Stock Holdings

icici bank ltd

6.9%
6.9%

infosys ltd

5.1%
5.1%

hdfc bank ltd

5%
5%

state bank of india

4.6%
4.6%

bharti airtel ltd

3.2%
3.2%
See all holdings

Allocation by Sector

financial services

28.9%
28.9%

consumer cyclical

19.5%
19.5%

industrials

11.7%
11.7%

basic materials

8.8%
8.8%

technology

8.7%
8.7%
See all sectors

Compare IDFC Core Equity Fund (Growth)

Fund NameFund SizeOutperformance Consistency
Nippon India Value Fund (G)
Nippon India Value Fund (G)

₹ 4,865 cr

₹ 10,427 cr

₹ 15,580 cr

₹ 10,427 cr

₹ 15,580 cr

About the AMC

IDFC Asset Management Company Limited

IDFC Asset Management Company Limited manages assets worth 124,459 crores and was set up on 20 December 1999. It's current offering of mutual fund schemes includes 33 equity,204 debt and 27 hybrid funds.

amc-img

  • 022-66289999
  • investormf@idfc.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    5.7%

    7.6%

    25.8%

    16.5%

    23.7%

    18.3%

    -

    -7.7%

    -

    -7.7%

    IDFC Core Equity Fund (G) Review

    IDFC Core Equity Fund (G) is a Large & Mid Cap Equity fund and has delivered an annualised return of 12.4% over a period of 17 years. The fund was previously known as IDFC Classic Equity A Gr. The fund is managed by IDFC Asset Management Company Limited. The fund manager’s name is Anoop Bhaskar.

    Nav of IDFC Core Equity Fund (G) as of 12/2/2022 is ₹75.99 with the total AUM as of 12/3/2022 is ₹2492.924. With Scripbox you can compare and check the latest nav for all mutual funds in India. IDFC Core Equity Fund (G) was launched on Aug 09, 2005. The category risk of the fund is Very High Risk.

    The minimum SIP amount for IDFC Core Equity Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

    IDFC Core Equity Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to IISL Nifty LargeMidcap 250 TR INR.

    IDFC Core Equity Fund (G) is rated as a 1 fund in Equity and delivered 12.7% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with IDFC Core Equity Fund (G).

    Frequently Asked Questions

    What is IDFC Core Equity Fund (G)?

    IDFC Core Equity Fund (G) is a Large & Mid Cap Equity scheme predominantly investing across Equity stocks with an investment objective to generate wealth over the long term.

    How to invest in IDFC Core Equity Fund (G)?

    You can invest in IDFC Core Equity Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

    What is the minimum sip amount of IDFC Core Equity Fund (G)?

    The minimum sip amount for IDFC Core Equity Fund (G) is ₹1000. You can invest in multiples of ₹5000.

    Is IDFC Core Equity Fund (G) good to invest in?

    As per Scripbox experts, IDFC Core Equity Fund (G) is a Not Recommended fund. You can investIDFC Core Equity Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

    What is the expense ratio of the IDFC Core Equity Fund (G)?

    The expense ratio of the IDFC Core Equity Fund (G) is 2.05% for regular plan.