Small & Mid Cap Data As On 05-Apr-18

Objective: The scheme will primarily invest in small and midcap stocks of Nifty Midcap 100 Index whose market capitalization shall be lower than the market capitalization of the highest components of Nifty Midcap 100.

Smart Tip: -

Invest in IDFC Sterling Equity Fund Growth via SIP or lumpsum
14.08%

ANNUALIZED RETURN FOR 3 YRS
>5 years

INVESTMENT HORIZON
1% for redemption within 365 days

EXIT LOAD AFTER 1 YEARS

Basic Details


Fund House IDFC Asset Management Company Limited
Launch Date 07-Mar-2008
Expense Ratio 2.07%
Fund Category Risk Moderately High
Fund Type Small & Mid Cap
Asset Size 2,548Cr
Volatility Measures
Mean 15.17
Std. Deviation 16.66
Sharpe Ratio 0.73

Investment Details


Investment Plan Growth
Return since Launch 18.74%
Minimum Investment 5000
Exit Load 1% for redemption within 365 days% if withdrawn within 1 Year(s) No exit load if withdrawn after 1 Year(s)
Tax Impact -% of profit if withdrawn before 1 year No tax if withdrawn after 1 year

Contact Details


Fund Manager(s) Anoop Bhaskar
Tel. No. 022-24398777
Fax No. 24215052 / 51
Website www.idfcmf.com
*Savings account can attract a tax rate as high as 30% depending on your personal tax rate. Debt Mutual Funds have lesser than 5% tax if held for more than three years and same tax as FDs if held for less than 3 years Arbitrage funds have zero tax