LIVE
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 MFGrowth

IDFC Imperial Equity Fund - Plan B - Growth

equityEquity - Focused FundBenchmark: NIFTY 50
NAV · 17 Feb 2017₹25.02+0.31%
AUM₹2.1k 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 capital appreciation and/or provide income distribution from a portfolio of predominantly equity and equity related instruments. There is no assurance or gurantee that the objectives of the scheme will be realized.

Fund Mandate

Debt0%–35%
Equity65%–100%
MMI0%–35%
Others0%–35%
Asset Allocation
Domestic Equity97.6%
Cash & Equivalents2.4%
Fund Managers
SA
Sumit Agrawal
Fund Manager
Key Information
—
₹100from this fund's primary plan
₹5,000
1% on or before 365D
Nil
Inception08 Apr 2009
AMCIDFC MF
Top Holdings
1LT Foods Ltd.FMCG9.04%
2Prestige Estates Projects Ltd.Realty6.71%
3HDFC Bank Ltd.Bank6.22%
4Cholamandalam Financial Holdings Ltd.Finance5.80%
5Glenmark Pharmaceuticals Ltd.Healthcare5.60%
6Jubilant Pharmova Ltd.Healthcare5.09%
7ICICI Bank Ltd.Bank4.93%
8Tilaknagar Industries Ltd.Alcohol3.94%
9Power Finance Corporation Ltd.Finance3.60%
10Sanathan Textiles Ltd.Textile3.30%
Sector Allocation
Bank20.0%
Healthcare14.1%
Finance11.7%
FMCG10.7%
Realty9.0%
Retailing8.0%
IT5.4%
Alcohol3.9%
Textile3.3%
Crude Oil3.1%
Infrastructure2.6%
Iron & Steel2.5%
Miscellaneous2.3%
Power1.9%
Chemicals1.3%
Others0.1%
On This Page
NAV growthAsset allocationTop holdings
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Trailing Returns
PeriodReturns
1 Day+0.31%
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