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SET SMS ALERT Fund Family IDFC Mutual Fund
Fund Class Capital Protection Funds
Not Ranked
This scheme is not ranked by CRISIL.
View Top ranked funds in other categories
| Period | Returns (%) | Rank # |
|---|---|---|
| 1 mth | - | 41 |
| 3 mth | - | 41 |
| 6 mth | - | 40 |
| 1 year | - | 39 |
| 2 year | - | 12 |
| 3 year | - | 1 |
| 5 year | - | - |
# Moneycontrol Rank within 46 Capital Protection Funds Schemes.
| Year | Qtr 1 | Qtr 2 | Qtr 3 | Qtr 4 | Annual |
|---|---|---|---|---|---|
| 2013 | 0.8 | - | - | - | - |
| 2012 | 3.1 | 1.7 | 2.8 | 1.9 | 10.4 |
| 2011 | -0.2 | 0.7 | - | 1.0 | 1.6 |
| 2010 | - | 1.4 | 2.3 | -0.1 | 3.8 |
* Returns over 1 year are Annualised
Fund returns v/s Category average (Capital Protection Funds)
| 1 mth (%) | 3 mth (%) | 6 mth (%) | 1 yr (%) | 2 yr (%) | 3 yr (%) | 5yr (%) | |
| Fund Returns | -- | -- | -- | -- | -- | -- | -- |
| Category avg | 1.4 | 2.4 | 4.1 | 9.3 | 1.9 | -- | -- |
| Difference of Fund returns and Category returns | -- | -- | -- | -- | -- | -- | -- |
| Best of category | 3.8 | 5.2 | 8.5 | 18.2 | 9.3 | -- | -- |
| Worst of category | 0.6 | 1.5 | 1.1 | 8.0 | 2.1 | 0.00 | 0.00 |
Investment Objective
The investment objective of the scheme is to protect the capital by investing in high quality fixed income securities as the primary objective and generate capital appreciation by investing in equity and equity related instruments as a secondary objective.
| Fund Type | Close-Ended |
|---|---|
| Investment Plan | Growth |
| Launch date | Mar 24, 2010 |
| Benchmark | CRISIL MIP Blended Fund |
| Asset Size (Rs cr) | 151.89 (Mar-30-2013) |
| Minimum Investment | Rs.5000 |
| Last Dividend | N.A. |
| Bonus | N.A. |
| Fund Manager | Punam Sharma View performance of schemes managed by the Fund Manager |
| Notes | IDFC Capital Protection Oriented Fund – Series I, a three year close ended income scheme. |
| Entry Load | N.A |
|---|---|
| Exit Load | 0.00% |
| Load Comments | N.A. |
| 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 |
| investor@idfcmf.com | |
| Website | http://www.idfcmf.com |
| Capital Protection Funds | Crisil Rank | Assets (Rs.cr) |
|||||
| 3mth (%) | 6mth (%) | 1yr (%) | 3yr (%) | 5yr (%) | |||
| Birla SL CPOF - Sr1 (27 Mths) | Not Ranked |
706.34 | 0.0 | 0.0 | -- | -- | -- |
| Birla SL CPOF - Sr-2 (36 Mths) | Not Ranked |
426.56 | 1.5 | 2.9 | 8.9 | -- | -- |
| Sundaram CPOF- Sr 2 -3 yrs (G) | Not Ranked |
339.11 | 2.2 | 3.8 | 9.7 | -- | -- |
| Birla SL CPOF - Sr3 (36 Mths) | Not Ranked |
267.65 | 3.6 | 6.2 | 14.3 | -- | -- |
| Axis CPOF - Sr5 (42 Months) (G) | Not Ranked |
273.78 | 5.2 | 8.5 | -- | -- | -- |
| * Returns over 1 year are Annualised | More » | ||||||
| Equity | Sector | Value (Rs cr) |
Asset % |
|---|---|---|---|
| No Holdings Data Available | |||
| Equity | 0.00 |
| Others | 0.00 |
| Debt | 0.00 |
| Mutual Funds | N.A |
| Money Market | 0.00 |
| Cash / Call | 0.00 |
| Sector | (%) |
|---|---|
| Top 3 | N.A. |
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