IDFC Nifty Direct Plan Growth-1.60%

3Groww
-6.00%
1 Year Return
Others
Index
3.0 star
6M
1Y
3Y
5Y
All

Fund Details

IDFC Nifty Direct Plan Growth

RiskModerately High
Min SIP Amount₹100
Expense Ratio0.09%
NAV24.00 (09 Jul 2019)
Fund Started01 Jan 2013
Fund Size170 Cr

Returns

1Y
3Y*
5Y*
Since inception*
IDFC Nifty Direct Plan Growth
-6.0%
8.6%
7.3%
10.2%
Category Average
NA
NA
NA
-
Rank within category
NA
NA
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    30
    with -6.0% annual returns

    Comparison

    Data not available
    Pros
    1. Risk is lower compared to the benchmark
    2. Lower expense ratio
    3. 5Y Returns are higher than the benchmark
    Cons
    1. Risk-adjusted returns are lower compared to the category
    2. 1Y Returns are lower than the benchmark
    3. 3Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    HDFC Bank Ltd.Financial ServicesEquity10.3%
    Reliance Industries Ltd.EnergyEquity9.0%
    Housing Development Finance Corporation Ltd.Financial ServicesEquity7.3%
    Infosys Ltd.ITEquity5.7%
    ITC Ltd.Consumer GoodsEquity5.5%
    ICICI Bank Ltd. Financial ServicesEquity5.1%
    Tata Consultancy Services Ltd.ITEquity4.7%
    Larsen & Toubro Ltd.ConstructionEquity4.0%
    Kotak Mahindra Bank Ltd.Financial ServicesEquity3.7%
    Hindustan Unilever Ltd.Consumer GoodsEquity2.8%
    See All

    Fund Managers

    addSumit Agrawal
    Education
    Mr.Agrawal is a B.Com, ACS, CFA (USA)and PGDM (Finance).
    Experience
    Prior to joining IDFC AMC he was associated with Mirae Asset Mutual Fund (Nov 2010-Sep 2016) as Fund Manager-Equities, Axis Capital (erstwhile ENAM Securities) (Feb 2008-Nov 2010) as VP-Research Analyst and JP Morgan India Services Pvt. Ltd. (Jun 2006-Feb 2008) as TL-Investment Banking.
    Funds Managed

    Other Details

    IDFC Nifty Direct Plan Growth is a Others Mutual Fund Scheme launched by IDFC Mutual Fund. This scheme was introduced to investors on 01 Jan 2013. Sumit Agrawal, Arpit Kapoor is the Current Fund Manager of IDFC Nifty Direct Plan Growth.The fund currently has an Asset Under Management(AUM) of ₹170 Cr and the Latest NAV as of 09 Jul 2019 is ₹24.00.

    The IDFC Nifty Direct Plan Growth is rated Moderately High risk. Minimum SIP Investment is 100. Minimum Lumpsum Investment is 5000. Nil.

    Investment Objective

    The investment objective of the scheme is to replicate the S&P CNX Nifty index by investing in securities of the S&P CNX Nifty Index in the same proportion/weightage. Howerver, there is no assurance or guarantee that the objective of the scheme will be realised and the scheme does not assure or guarantee any returns.

    Tax Implications

    Scheme Information Document(SID)

    ₹5000
    Min for First Investment
    ₹1000
    Min for Second Investment
    Nil
    Exit Load

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    About IDFC Mutual Fund

    Address
    OneIndiaBulls Centre, 841 Jupiter Mills Compound, Senapati Bapat Marg, Elphinstone Road (West), Mumbai 400013
    Phone
    022-66289999
    Launch Date
    13 Mar 2000
    Website
    NA
    IDFC Mutual Fund
    Asset Management Company
    Custodian
    Deutsche Bank
    Registrar & Transfer Agent
    Cams
    Address
    NA
    Website
    NA
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