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IDFC Premier Equity Fund - Plan B - Growth

  • Regular
  • Direct
Category : Small & Mid Cap Equity
Fund House : IDFC Mutual Fund
  • NAV
    : ₹ 57.529 0.82%
    (as on 17th February, 2017)
This scheme closed on 17-02-2017 & the data you are seeing is not latest data.

Suitable For : Investors who are looking to invest money for at least 3-4 years and looking for high returns. At the same time, these investors should also be ready for possibility of moderate losses in their investments.

This Scheme
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  • Benchmark
    BSE 500 TRI
  • NA
  • NA
  • Gold
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Returns (NAV as on 17th February, 2017)

Period Invested for ₹10000 Invested on Latest Value Absolute Returns Annualised Returns Rank within Category
1 Week 10-Feb-17 10034.60 0.35% - -/-
1 Month 17-Jan-17 10505.40 5.05% - -/-
3 Month 17-Nov-16 10858.00 8.58% - -/-
6 Month 17-Aug-16 10137.70 1.38% - -/-
YTD 30-Dec-16 10944.90 9.45% - -/-
1 Year 17-Feb-16 12035.40 20.35% 20.29% -/-
2 Year 16-Feb-15 10912.50 9.12% 4.45% -/-
3 Year 17-Feb-14 18824.90 88.25% 23.45% -/-
5 Year 17-Feb-12 23280.60 132.81% 18.39% -/-
Since Inception 02-Apr-09 57529.00 475.29% 24.85% -/-
Returns Calculator Detailed Returns Analysis

SIP Returns (NAV as on 17th February, 2017)

Period Invested for ₹1000 SIP Started on Investments Latest Value Absolute Returns Annualised Returns
1 Year 17-Feb-16 12000 12901.67 7.51 % 14.09 %
2 Year 16-Feb-15 24000 25851.09 7.71 % 7.28 %
3 Year 17-Feb-14 36000 43003.65 19.45 % 11.84 %
5 Year 17-Feb-12 60000 94607.45 57.68 % 18.23 %
SIP Calculator Detailed Returns Analysis
 

Tax Treatment

If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 12.5%, if your total long term capital gain exceeds 1.25 lakh. Any cess/surcharge is not included. If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 20%. Any cess/surcharge is not included in the 20%.

Portfolio

This fund is inactive, so it does not have any stocks/debt in its current portfolio.

Alternative Funds (Category Peers)

Scheme Name
Crisil Rank
Asset Size (Cr)
1M
3M
6M
1Y
3Y
No Data Found

More Funds from IDFC Mutual Fund

Out of 0 mutual fund schemes offered by this AMC, and 0 schemes are not ranked. See more about AMC

Scheme Name
Crisil Rank
Asset Size (Cr)
1M
3M
6M
1Y
3Y
No Data Found

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