IDFC Core Equity Fund - Plan B Growth Return

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Showing Funds Performance since Sep 07, 2020

IDFC Core Equity Fund - Plan B Growth Fund Overview

Min. investment

SIP ₹1000 & Lump. ₹5000

AUM (Fund size)

₹1,902 Cr

Lock In Period

N/A

Expense Ratio

2.99

Exit Load

1% If redeemed within 365 days from the date of allotment.

Benchmark

BSE 200

IDFC Core Equity Fund - Plan B Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.00-0.587.74
6M0.001.6664.49
1Y0.004.73137.57
3Y0.0014.47202.94

Portfolio Analysis

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About Fund IDFC Core Equity Fund - Plan B Growth

IDFC Core Equity Fund - Plan B Growth managed by Bandhan Mutual Fund,is a Equity - Diversifiedscheme with Assets Under Management of ₹1,902 Crore. The fund benchmarks its performance against the BSE 200 while maintaining an expense ratio of 2.99. Under the expert guidance of Anoop Bhaskar ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Anoop Bhaskar

Mr. Anoop is a B.Com graduate from the Delhi University and a MBA (Finance) from SIBM, Pune. He has over 26 years of experience in the Finance & Research. He will be responsible for overall equity fund management. Prior to joining IDFC AMC he has worked with UTI Asset Management Company Ltd. (Apr.2007 - Jan. 2016). Head - Equity, responsible for overall domestic Equity fund management. Sundaram Asset Management Company Limited (Aug. 2003 - Mar. 2007). Fund Manager, responsible for Fund Management.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
Sundaram Emerging Small Cap - Series III Growth0299 CR1.35
Fund Name1Y3Y
This FundSundaram Emerging Small Cap - Series III Growth15.667197.535

IDFC Core Equity Fund - Plan B Growth FAQs

IDFC Core Equity Fund - Plan B Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of IDFC Core Equity Fund - Plan B Growth is 2.99. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

IDFC Core Equity Fund - Plan B Growth’s fund performance is as follows:
  • 1 Month : 0.00%
  • 6 Months : 0.00%
  • 1 Year : 0.00%
  • 3 Years : 0.00%
Returns of IDFC Core Equity Fund - Plan B Growth are updated daily based on NAV of ₹ as on undefined NaN,NaN. Since inception, the return has been 0.00%.

You can invest in IDFC Core Equity Fund - Plan B Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of IDFC Core Equity Fund - Plan B Growth is ₹1,902 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in IDFC Core Equity Fund - Plan B Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.