CLOSED
NIFTY 5022,453.30+0.98%SENSEX74,235.62+1.24%BANK NIFTY48,892.15+1.45%NIFTY IT35,124.80-0.52%NIFTY MIDCAP52,487.25+0.87%NIFTY 5022,453.30+0.98%SENSEX74,235.62+1.24%BANK NIFTY48,892.15+1.45%NIFTY IT35,124.80-0.52%NIFTY MIDCAP52,487.25+0.87%
IDIDFC MFIDCW

IDFC Classic Equity Fund - Plan B - Dividend

Large & Mid CapEquity - Large & Mid Cap FundBenchmark: BSE 200
NAV · 17 Feb 2017₹14.50+0.52%
AUM₹21.0k Crfrom this fund's primary plan
Expense Ratio—
CAGR—
Exit Load1% on or before 365D
Min SIP₹100from this fund's primary plan
Launched2009

Investment Objective

The investment objective of the scheme is to seek to generate long term capital growth from a diversified portfolio of predominantly equity and equity related instruments.However there is no assurance that the investment objective of the scheme will be realized.

Fund Mandate

Debt0%–35%
Equity65%–100%
MMI0%–35%
Others0%–35%
Fund Managers
AB
Anoop Bhaskar
Fund Manager
Key Information
—
₹100from this fund's primary plan
₹5,000
1% on or before 365D
Nil
Inception02 Apr 2009
AMCIDFC MF
Top Holdings

Portfolio holdings not disclosed for this fund yet.

On This Page
NAV growthTop holdings
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Trailing Returns
PeriodReturns
1 Day+0.52%
Risk Metrics

Risk metrics are not available for this fund.

Fees
—
1% on or before 365D
Nil
₹100from this fund's primary plan
₹5,000
Capital Gains Tax, general rules

This is an equity-oriented fund. Under rules effective since Budget 2024 (23 July 2024):

Short-Term Capital Gains (held ≤ 12 months): taxed at a flat 20%.

Long-Term Capital Gains (held > 12 months): taxed at 12.5% on gains above ₹1.25 lakh in a financial year, with no indexation benefit.

General information only, not tax advice, actual liability depends on your overall income and applicable law at the time of redemption. Consult a tax advisor for your specific situation.

Frequently Asked QuestionsGeneral mutual-fund FAQs, not specific to this scheme