IDFC DEF_Direct Plan_Growth

IDFC DEF_Direct Plan_Growth of IDFC Mutual Fund has asset class type as Hybrid-Equity. Oro Wealth rating for the fund is 4.

Basic Details

Riskometer

Moderately High

Expense Ratio (%)

0.86

Age

NA Years

Fund Manager

Arpit Kapoor

AuM (Rs Crores)

1101.1163

Asset Class

Hybrid-Equity

Net Asset Value:

13.62

Rating

4

Exit Load

0.01

Benchmark

CRISIL Hybrid 35+65 - Aggressive Index

Fund Type

Balanced

SEBI Category

Dynamic Asset Allocation or Balanced Advantage

Turnover Ratio(Monthly)

3.51 Times

Fund Manager Details:

Arpit Kapoor B.Tech, PGDM (a) Torry Harris Business Solutions, Bangalore as Associate software Engineer from June 25 to June 27. (b) Mobintech A/S, Denmark as Business Analyst from September 28 to December 28. (c) UTI AMC Ltd since June 29 as Fund Manager cum-Research Analyst.

Objective:

The Scheme is to seek to generate long term capital appreciation with relatively lower volatility through systematic allocation of funds into equity and equity related instruments; and for defensive purposes in equity derivatives. The secondary objective of the scheme will be to generate income and capital appreciation through investment in Debt & Money Market instruments. Disclaimer: There is no assurance or guarantee that the objectives of the scheme will be realised.

Top Holdings:

  • Banks (1.7)
  • IT - Software (7.97)
  • Finance (5.65)
  • FMCG (5.39)
  • Automobile (5.34)
  • Pharmaceuticals (4.23)
  • Refineries (3.34)
  • Gas Distribution (2.71)
  • Cement (2.17)
  • Auto Ancillaries (2.2)


  • Top 5 Sector Allocations of the Fund
    Top 5 Company Allocations of the Fund
    Debt Composition