IDFC Asset Allocation FoF-Aggressive-Direct (IDCW)

IDFC Asset Allocation FoF-Aggressive-Direct (IDCW)

HighEquityHybrid

Scheme Details

0.7%

Expense Ratio

₹18 cr

Fund Size

₹5,000

Minimum Lumpsum

₹1,000

Minimum SIP

Performance

1y

3y

5y

All

Annualized Returns

30.3%

15.08%

12.13%

10.64%

Benchmark Returns

-

-

-

-

Rank Within Category

-

-

-

-

Peer Comparison

Fund Name

IDFC Asset Allocation FoF-Aggressive-Direct (IDCW)

Aditya Birla SL PSU Equity Fund - Direct (G)

Sundaram Emerging Small Cap Series III - Dir (G)

SBI PSU Fund - Direct (G)

Sundaram Emerging Small Cap Series II - Dir (G)

Holdings

Holdings

Sector Wise

IDFCLargeCapFundDirect

45.89%

IDFCLowDurationFundDirec

17.14%

IDFCEmergingBusinessesFund

13.44%

IDFCFocusedEquityFundDir

9.96%

IDFCBondFundSTPDirect

8.89%

Fund Manager

A

Arpit Kapoor