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Inception Date: 07 Mar 2008

IDFC Sterling Equity Fund

IDFC Sterling Equity Fund is a midcap fund that actively builds a portfolio of companies with proven business models. It maps all the CNX Midcap sectors and within that there is active stock selection.

Plan A - Growth
  • Fund Category:

    Equity VIEW ALL
  • Returns Period:

    12.56 %
    5 yrs
  • PE:


    Is it a good time to invest?


Fund Summary

Fund Manager:

Min. Investment: 5,000.00

Min. SIP 1,000.00

Exit Load:
1.00 %
2.00% for all investment including SIP/Micro SIP/STP of the applicable NAV if redeemed /switched out within 18 months from the date of allotment. (w.e.f April 1, 2013)
1.00 % 

Why choose this fund?

Value as on 31 Mar 2016, of Rs. 10,000 invested in IDFC Sterling Equity Fund
Period NAV (/unit) Scheme Returns^ Benchmark Returns # Alternate Benchmark Returns ## Bench Mark Value
31 Mar 2014 to 31 Mar 2015 36.6670 -12.06% N.A N.A N.A
28 Mar 2013 to 31 Mar 2014 23.0561 18.26% N.A N.A N.A
30 Mar 2012 to 28 Mar 2013 19.7704 17.71% N.A N.A N.A
31 Mar 2011 to 30 Mar 2012 18.1741 15.41% N.A N.A N.A
31 Mar 2011 to Inception 17.8451 12.56% N.A N.A N.A
Since Inception 10.0000 15.61% N.A N.A N.A

Current Value () of Standard Investment of 10,000

Scheme^ Benchmark# Alternate Benchmark ##
43653.99 0.00 41279.21%


16 Mar 2015 20 10
16 Mar 2015 20 10
19 Mar 2013 3.508 10
21 Mar 2016 15 10
21 Mar 2016 15 10

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 in the mid cap segment

    *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 16.84%
IDFC Tax Advantage (ELSS) Fund 12.60%
IDFC Sterling Equity Fund 12.56%
* Performance as on 31 Mar 2016. Greater than 1 year returns are Compounded Annualized. Past performance may or may not be sustained in the future.
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