IDFC Equity Savings Regular-IDCWM Reinvestment

Fund Category: Equity Savings

Fund Category Equity Savings

Low to Moderate Hybrid IDCW Monthly

2 Morning Star

3 Value Research

NAV( 6 Feb 2023)

₹ 14.06
1.7%

IDFC Equity Savings Regular-IDCWM Reinvestment

Invest now
Performance

8.53%3y Returns

-0.01% 1D Returns

Investment details
  • Min SIP amount

    ₹ 100
  • Min Lumpsum

    ₹ -
  • Lock In

    0
  • Expense ratio

    1.37%
  • Exit load

    0.0% For units in excess of 10% of the investment
    L After 365 days
    View more
  • 0.0%

    0.25% will be charged for redemption within 7 days

Fund details
View Fund Documents
  • Fund size

    ₹ 100 Cr
  • Plan

    REGULAR
  • Launch date

    5 May 2008
  • Fund type

    OPEN
  • Fund benchmark

    CRISIL Equity Saving Index
  • ISIN

    INF194K01607
Fund allocation
Asset allocation

Company holdings
Company Allocation %
Bajaj Auto Ltd 0.85%
Mahindra & Mahindra Ltd. 2.28%
Tata Motors Ltd. 2.11%
Maruti Suzuki India Ltd. 0.88%
Rallis India Ltd. 0.41%
Tata Chemicals Ltd. 2.07%
Coromandel International Ltd. 0.48%
Pidilite Industries Ltd. 0.89%
Bharti Airtel Ltd. 2.03%
Bharti Airtel Ltd. Partly Paid Equity 0.06%
Larsen & Toubro Ltd. 0.98%
Ultratech Cement Ltd. 1.17%
Titan Company Ltd. 2.33%
Crompton Greaves Consumer Electricals Ltd. 0.71%
Amber Enterprises India Ltd. 0.03%
Gujarat State Petronet Ltd. 1.12%
Hindustan Petroleum Corporation Ltd. 2.57%
Torrent Power Ltd. 1.23%
Tata Power Company Ltd. 1.55%
Reliance Industries Ltd. 2.82%
Thermax Ltd. 0.74%
Axis Bank Ltd. 3.2%
Bajaj Finance Ltd. 1.53%
LIC Housing Finance Ltd. 1.5%
ICICI Securities Ltd. 0.05%
ICICI Bank Ltd. 1.97%
Sundaram Finance Ltd. 0.77%
HDFC Bank Ltd. 2.18%
HDFC Asset Management Company Ltd. 2.03%
Reserve Bank of India 7.64%
REC Ltd. 4.97%
Britannia Industries Ltd. 0.04%
Dabur India Ltd. 1.8%
Britannia Industries Ltd. 0.0%
Marico Ltd. 1.39%
Nestle India Ltd. 0.15%
Aurobindo Pharma Ltd. 1.92%
Sun Pharmaceutical Industries Ltd. 3.95%
Torrent Pharmaceuticals Ltd. 0.66%
Laurus Labs Ltd. 0.24%
HDFC Life Insurance Co Ltd. 0.52%
SBI Life Insurance Company Ltd. 1.45%
JSW Steel Ltd. 2.77%
APL Apollo Tubes Ltd. 0.15%
Adani Ports and Special Economic Zone Ltd. 1.99%
Wipro Ltd. 1.59%
HCL Technologies Ltd. 1.47%
Tech Mahindra Ltd. 3.26%
Tata Consultancy Services Ltd. 3.18%
Sectors
Company Allocation %
Automobile 6.12%
Construction 2.15%
Consumer Staples 3.38%
Financial 25.84%
Capital Goods 0.74%
Consumer Discretionary 3.07%
Chemicals 3.85%
Services 1.99%
Energy 9.29%
Technology 9.50%
Insurance 1.97%
Metals & Mining 2.92%
Healthcare 6.77%
Communication 2.09%
Risk Associated
Low to Moderate
  • Investors be aware that principal under this fund will be at Low to Moderate risk
  • Wealth will be Multiplied In Short time!

Contact Information

Address:

About

IDFC Asset Management Company Ltd. was established in 2000 and is one of the largest Mutual Fund houses in India (in terms of AUM). It has developed a robust network to deliver consistent value to its investors across India. Pursuant to RBI?s requirements for banking license, IDFC Ltd. transferred its shareholding in IDFC Asset Management Company Ltd. to IDFC Financial Holding Company Limited, a Non-Operative Financial Company, which is a wholly owned subsidiary of IDFC Ltd. Currently, IDFC Financial Holding Company Limited/ its nominees hold the entire shareholding in IDFC AMC. Even after the transfer, IDFC continues to be the sponsor of IDFC Mutual Fund and also continues to hold controlling interest in IDFC AMC. IDFC Ltd. is a leading diversified financial institution providing a wide range of financing products and fee-based services with infrastructure as its focus area.

  • Funds Offered

    9
  • AUM

    ₹ 11,035 Cr
  • Highest Return

    18.98%
About

Sachin Relekar Fund Manager - Role of a fund manager includes buying and selling of securities based on their research and analysis. Check out the mutual fund managers across all the categories for best guidance now

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