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Return

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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹1000 & Lump. ₹5000

AUM (Fund size)

₹1,902 Cr

Lock In Period

N/A

Expense Ratio

2.99

Benchmark

BSE 200

Exit Load

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

Summary

Latest details for IDFC Core Equity Fund - Plan B Growth include a ₹ NAV as of Apr 19,2026 and returns since inception of --%. Minimum investments start at SIP ₹1000. The IDFC Core Equity Fund - Plan B Growth AUM is ₹1,902 Cr, with a lock-in of N/A years, expense ratio of 2.99%, and benchmark BSE 200. Exit load is - 1% If redeemed within 365 days from the date of allotment.. In the growth review for 1M Month/Year, the fund recorded 0.00% returns, against a category average of 0.43% and a category best of 14.18%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.000.4314.18
6M0.001.5364.49
1Y0.005.86137.57
3Y0.0013.72202.94

Portfolio Analysis

  • Equity:
  • Debt:
  • Others
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About Fund

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
This FundMahindra Manulife Focused Fund Growth42026.71 CR2.01
This FundTata Dividend Yield Fund Growth0916.45 CR2.22
This FundHDFC Multi Cap Fund Growth317561.52 CR1.69
This FundSundaram Emerging Small Cap - Series III Growth0299.68 CR1.35
Fund Name1Y3Y
This FundMahindra Manulife Focused Fund Growth5.629564.5895
This FundTata Dividend Yield Fund Growth13.768164.9589
This FundHDFC Multi Cap Fund Growth6.134865.1018
This FundSundaram Emerging Small Cap - Series III Growth15.667197.535

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.
Min Inv Amount: ₹500