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ranking by CRISIL

Average performance in the category

The scheme is ranked 3 in Large Cap category by Crisil. If you are already invested in this scheme, you may consider switching to a better performing scheme.
View Top ranked funds in this category

Close IDFC Equity Fund - Plan A, is open for fresh subscriptions/switch-ins. IDFC Enterprise Equity Fund renamed to IDFC Equity Fund, with effect from 3 Sept. 2010

Benchmark Index:

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Returns (NAV as on Jun-18-2013)

Period	Returns (%)	Rank #
1 mth	-4.8	32
3 mth	2.8	10
6 mth	-0.1	11
1 year	15.9	20
2 year	7.0	18
3 year	4.1	25
5 year	6.8	27

# Moneycontrol Rank within 84 Large Cap Schemes.

Absolute Returns (in %)

Year	Qtr 1	Qtr 2	Qtr 3	Qtr 4	Annual
2013	-8.7	-	-	-	-
2012	9.0	-	7.7	3.0	21.7
2011	-12.6	-2.9	-11.8	-3.8	-29.6
2010	0.3	0.7	14.8	0.1	17.9
2009	3.8	27.9	6.2	1.8	61.2
2008	-22.0	-20.1	-2.7	-26.0	-57.1

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* Returns over 1 year are Annualised

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Performance

Fund returns v/s Category average (Large Cap)

* Returns over 1 year are Annualised

	1 mth (%)	3 mth (%)	6 mth (%)	1 yr (%)	2 yr (%)	3 yr (%)	5yr (%)
Fund Returns	-4.8	2.8	-0.1	15.9	7.0	4.1	6.8
Category avg	-4.7	0.8	-3.6	12.5	4.1	2.5	4.1
Difference of Fund returns and Category returns	-0.1	2.0	3.5	3.4	2.9	1.6	2.7
Best of category	7.2	5.1	4.1	25.9	10.5	8.7	14.1
Worst of category	-7.6	-2.2	-11.2	0.8	-3.1	-8.0	-13.8
Benchmark returns #	-5.6	-0.4	-1.4	14.8	5.2	3.4	4.9
Difference of Fund returns and Benchmark returns	0.8	3.2	1.3	1.1	1.8	0.7	1.9

IDFC Equity Fund - Plan A (D) Review by Crisil - Rating: 3 (Rank 3 out of 5)

# Benchmark Index: CNX NIFTY

Investment Info

Investment Objective

The investment objective of the scheme is to seek to generate capital growth from a portfolio of predominantly equity and equity related instruments(Including Equity derivatives) The scheme may also invest in debt and money market instruments to generate reasonable income.

Scheme details

Fund Type	Open-Ended
Investment Plan	Dividend
Launch date	May 16, 2006
Benchmark	CNX NIFTY
Asset Size (Rs cr)	830.47 (Mar-30-2013)
Minimum Investment	Rs.5000
Last Dividend	Rs.0.50 (Mar-28-2013) View Dividend History
Bonus	N.A.
Fund Manager	Ankur Arora View performance of schemes managed by the Fund Manager
Notes	IDFC Equity Fund - Plan A, is open for fresh subscriptions/switch-ins. IDFC Enterprise Equity Fund renamed to IDFC Equity Fund, with effect from 3 Sept. 2010

Load Details

Entry Load	N.A
Exit Load	1.00%
Load Comments	Exit Load 1% if redeemed within 365 days from date of allotment.

Contact Details

Regd. Office	17/18, 3rd Floor, Vaswani Mansion, 120, Dinshaw Vachha Road, Opp. K C College, Churchgate, Mumbai, 400020
Tel. No.	22876419
Fax No.	2202 0798 / 6646 6953
Email	investor@idfcmf.com
Website	http://www.idfcmf.com

Peer Comparison

Large Cap	Crisil Rank	Assets (Rs.cr)
Large Cap	Crisil Rank	Assets (Rs.cr)	3mth (%)	6mth (%)	1yr (%)	3yr (%)	5yr (%)
HDFC Top 200 Fund (G)	Rank 3	11,958.80	-0.2	-5.5	11.3	3.5	10.6
Franklin India Bluechip (G)	Rank 3	4,312.21	0.4	-3.2	12.8	5.0	10.1
UTI Opportunities Fund (G)	Rank 1	1,846.15	1.7	-4.2	12.2	8.3	12.8
DSP-BR Top 100 Equity - IP (G)	Not Ranked	141.29	-0.5	-6.9	10.0	4.0	8.7
DSP-BR Top 100 Equity - RP (G)	Rank 3	3,379.26	-0.7	-7.2	9.4	3.5	8.1
* Returns over 1 year are Annualised	More »

Portfolio

Top Holdings (May 31, 13)

Equity	Sector	Value (Rs cr)	Asset %
ITC	Tobacco	-	10.88
ICICI Bank	Banking/Finance	-	8.69
Larsen	Engineering	-	7.85
HDFC Bank	Banking/Finance	-	7.63
Reliance	Oil & Gas	-	6.97
HDFC	Banking/Finance	-	5.70
Infosys	Technology	-	4.63
Coal India	Metals & Mining	-	4.16
Maruti Suzuki	Automotive	-	4.11
SBI	Banking/Finance	-	3.93