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IDFC Strategic Sector (50-50) Equity Fund - Plan B (G)

PLAN: Plan B OPTIONS: Growth
14.348 0.03 (0.23%)

NAV as on 08 Nov, 2013

CRISIL MF RANK

Not Ranked

Riskometer

HIGH

HIGH

  • Principal at high risk.
FUND FAMILY : IDFC Mutual Fund FUND CLASS : Sector - Others
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ranking by CRISIL

Not Ranked

This scheme is not ranked by CRISIL (for quarter ended Sep 2017) since it does not fulfill certain eligibility criteria of CRISIL

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Close IDFC Strategic Sector (50-50) Equity Fund - Plan B will not accept any fresh subscriptions/switch-ins w.e.f. October 1, 2012.
Benchmark Index:
 

No Data to display

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Returns (NAV as on 08 Nov, 2013)

Period Returns (%) Rank #
1 mth - 22
3 mth - 17
6 mth - 21
1 year - 8
2 year - 8
3 year - 7
5 year - -

# Moneycontrol Rank within 16 Sector - Others Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2013 -11.2 -2.4 -6.1 6.5 -11.5
2012 6.4 -0.3 3.3 7.0 18.2
2011 -3.6 -3.3 -13.1 -0.2 -21.5
2010 1.1 2.0 17.7 -1.5 22.0
2009 - 18.3 16.6 -1.7 36.7

View where it stands within its peers

* Returns over 1 year are Annualised

* Calculation Remark - Dividends are reinvested at the rate of return

Performance

Fund returns v/s Category average (Sector - Others)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns -- -- -- -- -- -- --
Category avg 4.0 4.3 11.6 36.3 16.4 9.1 12.0
Difference of Fund returns and Category returns -- -- -- -- -- -- --
Best of category 6.0 7.7 22.7 71.0 35.7 19.9 30.9
Worst of category 2.2 0.7 3.8 20.2 10.3 8.6 12.2
Benchmark returns # 2.1 2.5 7.9 26.7 15.8 7.9 12.0
Difference of Fund returns and Benchmark returns -- -- -- -- -- -- --
# Benchmark Index: NIFTY 50

Investment Info

Investment Objective

The investment objective of the scheme is to seek to generate long-term capital appreciation by investing in Equity and Equity related instruments.The investment objective of the fund shall be achieved by investing up to fifty percent of the assets of the scheme in a chosen sector (sector specific exposure) while the balance amount may be invested in companies across market capitalizations and across sectors (diversified exposure). The scheme may also invest in debt and money market instruments.There is no assurance or guarantee that the objectives of the scheme will be realized and the scheme does not assure or guarantee any returns.

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date Apr 01, 2009
Benchmark NIFTY 50
Asset Size (Rs cr) 0.07 (Dec-31-2013)
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 Strategic Sector (50-50) Equity Fund - Plan B will not accept any fresh subscriptions/switch-ins w.e.f. October 1, 2012.

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

Sector - Others Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
UTI Transport&Logistics -Direct (G) Not Ranked
143.19 4.6 9.0 33.9 15.8 --
UTI Transport & Logistics (G) Not Ranked
1,099.55 4.3 8.4 32.3 14.4 30.9
ABSL Manufacturing Equity - RP (G) Not Ranked
762.19 5.3 12.3 33.6 -- --
ABSL Manufacturing Equity - DP (G) Not Ranked
26.23 5.6 13.0 35.1 -- --
Tata India Consumer Fund - Direct (G) Not Ranked
27.75 7.7 22.7 71.0 -- --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Oct 31, 13)

Equity Sector Value
(Rs cr)
Asset %
No Holdings Data Available

Full Portfolio

Sector Allocation (Oct 31, 13)

Sector %

1-Year

HighLow

No Sector Data Available

View All Sectors

Asset Allocation (%)(Oct 31, 13)

Equity 0.00
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 0.00

View All

Sector (%)
Top 3 N.A.

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