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ranking by CRISIL

Below average performance in the category

The scheme is ranked 4 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 Imperial Equity Fund - Plan A is open for fresh s ubscriptions/switch-ins.

Benchmark Index:

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Returns (NAV as on Jun-19-2013)

Period	Returns (%)	Rank #
1 mth	-5.5	63
3 mth	0.4	72
6 mth	-5.6	65
1 year	7.9	72
2 year	0.1	73
3 year	0.4	61
5 year	6.3	33

# Moneycontrol Rank within 84 Large Cap Schemes.

Absolute Returns (in %)

Year	Qtr 1	Qtr 2	Qtr 3	Qtr 4	Annual
2013	-7.5	-	-	-	-
2012	10.7	-2.2	6.4	3.9	20.9
2011	-4.0	-1.4	-9.5	-5.6	-20.7
2010	2.0	1.1	11.3	-1.4	15.6
2009	0.5	35.4	16.0	1.7	63.8
2008	-20.3	-11.9	3.6	-18.5	-42.1

View where it stands within its peers

* 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	-5.5	0.4	-5.6	7.9	0.1	0.4	6.3
Category avg	-4.5	2.2	-3.2	12.3	4.2	2.6	4.6
Difference of Fund returns and Category returns	-1.0	-1.8	-2.4	-4.4	-4.1	-2.2	1.7
Best of category	7.2	7.1	4.2	24.6	10.6	8.8	14.7
Worst of category	-7.2	-0.4	-10.9	0.7	-3.0	-7.9	-13.7
Benchmark returns #	-5.4	1.3	-1.8	14.1	5.2	2.8	5.3
Difference of Fund returns and Benchmark returns	-0.1	-0.9	-3.8	-6.2	-5.1	-2.4	1.0

IDFC Imperial Equity Fund - Plan A (G) Review by Crisil - Rating: 2 (Rank 4 out of 5)

# Benchmark Index: CNX NIFTY

Investment Info

Investment Objective

The investment objective of the Scheme is to seek to generate capital appreciation and/or provide income distribution from a portfolio of predominantly equity and equity related instruments. There is no assurance or gurantee that the objectives of the scheme will be realized.

Scheme details

Fund Type	Open-Ended
Investment Plan	Growth
Launch date	Feb 21, 2006
Benchmark	CNX NIFTY
Asset Size (Rs cr)	177.48 (Mar-30-2013)
Minimum Investment	Rs.5000
Last Dividend	N.A. View Dividend History
Bonus	N.A.
Fund Manager	Ankur Arora View performance of schemes managed by the Fund Manager
Notes	IDFC Imperial Equity Fund - Plan A is open for fresh s ubscriptions/switch-ins.

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	1.5	-5.3	10.7	3.6	11.4
Franklin India Bluechip (G)	Rank 3	4,312.21	1.7	-2.9	12.6	5.1	10.8
UTI Opportunities Fund (G)	Rank 1	1,846.15	3.0	-3.8	11.9	8.4	13.5
DSP-BR Top 100 Equity - RP (G)	Rank 3	3,379.26	1.2	-6.8	9.2	3.6	8.8
DSP-BR Top 100 Equity - IP (G)	Not Ranked	141.29	1.3	-6.5	9.8	4.1	9.4
* Returns over 1 year are Annualised	More »

Portfolio

Top Holdings (May 31, 13)

Equity	Sector	Value (Rs cr)	Asset %
ITC	Tobacco	-	9.64
HDFC Bank	Banking/Finance	-	7.94
SBI	Banking/Finance	-	7.54
Larsen	Engineering	-	6.50
Reliance	Oil & Gas	-	5.71
Tata Motors	Automotive	-	5.33
ICICI Bank	Banking/Finance	-	5.24
Infosys	Technology	-	4.79
PNB	Banking/Finance	-	4.09
Power Grid Corp	Utilities	-	3.84