IDFC Tax Advantage (ELSS) Fund-Direct Plan-Growth

IDFC Tax Advantage (ELSS) Fund-Direct Plan-Growth of IDFC Mutual Fund has asset class type as ELSS. Oro Wealth rating for the fund is 5.

Basic Details

Riskometer

Moderately High

Expense Ratio (%)

1.04

Age

NA Years

Fund Manager

Daylynn Pinto

AuM (Rs Crores)

1614.2908

Asset Class

ELSS

Net Asset Value:

57.59

Rating

5

Benchmark

S&P BSE 200 TRI

Fund Type

ELSS

SEBI Category

ELSS

Turnover Ratio(Monthly)

.43 Times

Fund Manager Details:

Daylynn Pinto PGDM, B.Com Mr. Pinto has joined IDFC AMC in October 216 and will be responsible for investments and equity fund management. Prior experience: UTI Asset Management Company Ltd. (July 26 to September 216) - Fund Manager, responsible for fund management. He also undertook Equity research. (Total experience - 12 years)

Objective:

To generate long-term capital growth from a diversified portfolio of predominantly equity and equity related securities.

Top Holdings:

  • Banks (14.99)
  • IT - Software (9.24)
  • Finance (7.42)
  • Pharmaceuticals (5.76)
  • Capital Goods - Electrical Equipment (5.16)
  • Refineries (4.45)
  • FMCG (4.42)
  • Retail (4.21)
  • Auto Ancillaries (3.31)
  • Tobacco Products (3.22)


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