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
*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
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
ANNUALIZED RETURN FOR 3 YRS
>5 years
INVESTMENT HORIZON
INVESTMENT HORIZON
1% for redemption within 365 days
EXIT LOAD AFTER 1 YEARS
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| Exit Load | 1% for redemption within 365 days% if withdrawn within 1 Year(s) No exit load if withdrawn after 1 Year(s) |
| Tax Impact | -% of profit if withdrawn before 1 year No tax if withdrawn after 1 year |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 |
