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you are here: Moneycontrol Mutual Funds Sector - Others IDFC Mutual Fund IDFC Strategic Sector (50-50) Equity Fund - Plan B (D)

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

Previous Name:
Plan: | Option: Dividend | Type : Open-Ended
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14.355 0.03 ( 0.23 %)
NAV as on 08 Nov, 2013
Crisil MF Rank
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Not Ranked

The scheme is Not Ranked in Sector - Others category by Crisil (for quarter ended Mar 2018 ) from last quarter. If you are already invested in this scheme, you may continue to stay invested. But, do keep a check on its performance.

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

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Returns (NAV as on Nov 08, 2013)
Period Returns(%) Rank#
1 Month - -
3 Months - -
6 Months - -
1 Year - -
2 Years - -
3 Years - -
5 Years - -

# Moneycontrol Rank within 20 Sector - Others Schemes

*Returns over 1 year are Annualised

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

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 -0.3 -21.5
2010 1.1 2.0 17.6 -1.5 22.0
2009 - 18.3 16.6 -1.7 36.7

View where it stands within its peers

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Performance

Fund returns v/s Category average (Large Cap)

* Returns over 1 year are Annualised
  1mth(%) 3mth(%) 6mth(%) 1yr(%) 2yr(%) 3yr(%) 5yr(%)
Fund Returns 0 0 0 0 0 0 0
Category average -0.7 -0.3 -7 6.2 17.2 9.3 13
Difference of Fund returns and Category returns 0 0 0 0 0 0 0
Best of Category 1.3 8 2.4 28.1 35.6 16.8 32.9
Worst of Category -3.8 -4 -11.9 -3.7 5 8.2 12.2
Benchmark returns # 2.7 7 3.1 12.4 14.9 9 14.1
Difference of Fund returns and Benchmark returns 0 0 0 0 0 0 0
# Benchmark Index:

Investment Information

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.

Registrars
  • Fund Type:

    Open-Ended

  • Investment Plan:

    Dividend

  • Launch Date:

    Apr 01, 2009

  • Benchmark:

  • Asset size (Rs Cr):

    0.07 ( Dec 31, 2013 )

  • Asset Date:

    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:

    N.A.

  • Tel No.:

  • Email:

  • Website:

  • Fax No.:

peer comparison
Fund Crisil Rank Assets(Rs Cr.) Current NAV 3mth(%) 6mth(%) 1yr(%) 3yr(%) 5yr(%)
UTI Transportation and Logistics Fund - Direct Plan (G) 181.79 126.5 2.5 -5.2 7.2 13.6 32.9
UTI Transportation and Logistics Fund (G) 1,350.21 119.7 2.2 -5.7 6.0 12.3 31.5
Tata India Consumer Fund - Direct Plan (G) 146.66 18.8 8.0 1.4 28.1 0.0 0.0
Tata India Consumer Fund - Regular Plan (G) 570.28 18.1 7.5 0.5 26.1 0.0 0.0
Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan (G) 758.96 13.7 -0.9 -10.3 5.0 11.1 0.0
*Returns over 1 year are Annualised

Portfolio

Top 10 Holdings As on Oct 31, 2013
Company Sector Value %Assets
No Holdings Data Available
Asset Allocation (%) As on Oct 31, 2013
Equity 0.00
Others 0.00
Debt 0.00
Mutual Funds 0.00
Money Market 0.00
Cash / Call 0.00
Sector Allocation (%) As on Oct 31, 2013
Sector %
No Sector Allocation Data Available
Concentration As on Oct 31, 2013
Holdings %
Top 5 0
Top 10 0
Sectors %
Top 3 0
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