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Yogi Zone

Useful articles for your finance management by our team of experts

Mutual Fund Review – IDFC Premier Equity Plan A

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Name of the Fund: IDFC Premier Equity Plan A (G)

Ranked #2 by CRISIL

Category: Mid and Small Cap Equity

Expense Ratio: 1.88%

Risk Level: Medium

Benchmark: BSE 500

Objective: To invest predominantly in equity and equity related instruments across market capitalization and thereby create wealth for the investors over a long period of time.

partner_banner_fundsindia_blue

Returns (Annualized)

1-Year3-Year5-Year
4%7%26%

Our Review

idfc premier equity plan aIDFC premier equity plan a (g) fund has been in the industry since Sep, 2005. It has delivered exceptional returns in these 8 years. It has consistently beat its benchmark BSE 500 by a huge margin in 1 year, 3 year as well as 5 year returns. Top holdings are in services and manufacturing sectors.

Fund manager has shown brilliance in managing the fund in various market cycles. He has picked stocks with good fundamentals and believes in long term growth. You can have this fund n your portfolio if you willing to take a bit of risk.

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