Diversified 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).
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Scheme Information
Investment Objective
The investment objective of the Scheme is to seek to generate capital appreciation from a diversified portfolio of equity and equity related instruments by following a value investment strategy.
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.
IDFC Asset Management Company Limited manages assets worth 121,174 crores and was set up on 20 December 1999. It's current offering of mutual fund schemes includes 33 equity,198 debt and 32 hybrid funds.
We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.
We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.
What Scripbox recommendations mean?
Recommended
Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
Top Ranked
Not Recommended
Track Record
We look at consistent and long historical performance for our analysis.
Relative Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.
Category View
We check if the sub-category of the fund is recommended by us.
Consistency Of Performance
Consistency of performance over various tenures is analysed for a relative performance stack.
Track Record
We look at consistent and long historical performance for our analysis.
Relative Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.
Impact of Interest Rates
We check the relative interest rate risk of the sub-category of the fund. Lower the better.
Credit Quality Of Fund’s Portfolio
We check the relative interest rate risk of the sub-category of the fund. Lower the better.
Equity Funds
Debt Funds
How to invest in Scripbox Mutual Funds?
Investing through Scripbox is made easy and paperless. All you need to do is follow the below steps and start investing.
Choose a plan
Choose a plan to invest to start investing
Create an Account
Create an account with Scripbox through a paperless process, to invest in this fund
Invest online & transfer
Invest via netbanking, UPI or through an SIP (eNACH mandate).
Track your investments
Track, invest more and withdraw your investments through the Scripbox dashboard
The Scripbox Promise
Scripbox has helped over 2500 people become millionaires in the last 7 years
You'll never have to worry about what funds to choose. We'll suggest what's best for you.
Continuous monitoring & alerts
We will track our recommendations and suggest changes & fund exists whenever required.
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Annual reviews & rebalances
We review your investments and make course corrections every year to make the best out of your investments
About IDFC Sterling Value Fund (DR-A)
About IDFC Sterling Value Fund (DR-A)
IDFC Sterling Value Fund (DR-A) is a diversified equity fund and has delivered an annualised return of 15.0% over a period of 13 years .The fund was previously known as IDFC Sterling Equity Reg DR.The fund is managed by IDFC Asset Management Company Limited.The fund managers are Anoop Bhaskar, Daylynn Pinto
IDFC Sterling Value Fund (DR-A) Investment Objective
The investment objective of the Scheme is to seek to generate capital appreciation from a diversified portfolio of equity and equity related instruments by following a value investment strategy. However, there is no assurance that the objective of the scheme will be realized.
IDFC Sterling Value Fund (DR-A) NAV,AUM,Risk
The IDFC Sterling Value Fund (DR-A) fund was launched on Mar 07, 2008. The NAV (Net Asset Value) of this diversified equity as of 2021-04-20 is ₹ 23.55. The total AUM (Asset Under Management) of the fund as of 2021-04-21 is ₹ 3169.127. The category risk of the IDFC Sterling Value Fund (DR-A) fund is Very High Risk.
The fund charges 2.02 % as expense ratio.
IDFC Sterling Value Fund (DR-A) Holdings
The fund’s highest allocation is towards equity and has invested 98.6% in this asset class. The top three holdings of the fund are deepak nitrite ltd,icici bank ltd and jk cement ltd
IDFC Sterling Value Fund (DR-A) SIP
The minimum SIP (Systematic Investment Plan) amount for this 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.
IDFC Sterling Value Fund (DR-A) Investment volatility and Horizon
This fund 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
IDFC Sterling Value Fund (DR-A) Review
IDFC Sterling Value Fund (DR-A) has a score of 4 on a scale of 5. The fund scores 5 out of 5 based on historical performance. As compared to the other funds in its category, IDFC Sterling Value Fund (DR-A) has a score of 4 out of 5.
Scipbox has rated this fund 4 out of 5 based on consistency of performance over various years / tenures.
