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Inception Date: 28 Sep 2005

IDFC Premier Equity Fund

IDFC Premier Equity fund is a diversified equity fund that invests across market caps. The fund follows a buy and hold strategy, invests in companies that are at an early stage in their economic cycle. It attempts to capture shifts in the business environment and growth in companies.

IDFC Premier Equity Fund - Regular Plan - Growth
  • Fund Category:

    Equity VIEW ALL
  • Returns Period:

    19.16 %
    5 yrs
  • PE:


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Fund Summary

Fund Manager:

Min. Investment: 10,000.00

Min. SIP 2,000.00

Exit Load:
1.00 %
1.00% if redeemed before 365 days from the date of investment. (w.e.f. 1 Sept 2009)
1.00 % 

Why choose this fund?

Value of Rs. 10,000 invested in IDFC Premier Equity Fund - Regular Plan - Growth
Period NAV (/unit) Scheme Returns^ Benchmark Returns # Alternate Benchmark Returns ##
Since Inception till 30 Sep 2016 10.0000 20.48% 11.18% 11.38%
30 Jun 2015 to 30 Jun 2016 71.9153 3.24% 1.15% -0.96%
30 Jun 2014 to 30 Jun 2015 55.9823 28.46% 11.36% 9.95%
30 Jun 2013 to 30 Jun 2014 36.8950 51.39% 36.44% 30.09%
^ IDFC Premier Equity Fund# S&P BSE 500## Nifty 50

Current Value () of Standard Investment of 10,000

Scheme^ Benchmark# Alternate Benchmark ##
77,812.62 32,143.99 32,778.47


Dividend considered here is for Regular Plan paid to Individual investors.

08 Mar 2016 3.50 33.4691
02 Mar 2015 4.50 32.7660
25 Mar 2014 2.50 33.7811
26 Mar 2013 2.48 33.7811
23 Mar 2012 2.42 33.6198

Face Value per Unit is Rs.10. Dividend is not guaranteed and past performance may or may not be sustained in future. Pursuant to payment of dividend, the NAV of the scheme would fall to the extent of payout and statutory levy (as applicable).

If you have invested in our funds, check its value as of today

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  • Equity oriented mutual funds - Long Term Capital Gains Tax (holding period is 12 months from date of investment^): Nil
  • Short Term capital Gains Tax: 15%*
  • Dividend Distribution Tax: Nil
  • Other than Equity oriented mutual funds - Long Term Capital Gains Tax (holding period is 36 months from date of investment): 20% with indexation*
  • Short Term capital Gains Tax: As per income tax slab*
  • Dividend Distribution Tax: 25%*

*These rates will further increase by applicable surcharge and education cess
The information provided above is as per prevailing taxation laws and applicable to Individuals who are Residents in India respectively.
^Securities transaction tax (STT) will be deducted on equity funds at the time of redemption and switch to the other schemes.

  • Investors understand that their principal will be at moderately high risk

  • This product is suitable for investors who are seeking* :

    Create wealth over a long period of time

    Investment predominantly in equity and equity related instruments across market capitalisation

    *Investors should consult their financial advisers if in doubt about whether the product is suitable for them.

Not the fund you want? Try another!

Top performing funds - Equity
Returns *
IDFC Premier Equity Fund 19.16%
IDFC Tax Advantage (ELSS) Fund 17.84%
IDFC Sterling Equity Fund 16.69%
Other funds by
Returns *
214 IDFC Tax Advantage (ELSS) Fund
176 IDFC Sterling Equity Fund
39 IDFC Classic Equity Fund
View all
* Performance as on 30 Sep 2016. Greater than 1 year returns are Compounded Annualized. Past performance may or may not be sustained in the future.
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