otherHigh risk

IDFC Core Equity Fund-Plan B- Growth

A specialised fund. Check the scheme details for what it invests in. From IDFC Mutual Fund. It's been running since 17 Apr 2009.

Latest price per unit

₹29.491

▲ 0.52% today

As of 17 Feb 2017 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹1.35 L

▲ ₹34.8k gain · 34.8% / year

Invested 3 years ago

₹1.66 L

▲ ₹65.7k gain · 18.3% / year

Invested 5 years ago

₹1.94 L

▲ ₹93.5k gain · 14.1% / year

These are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.

Price over time

How the per-unit price has moved. Tap a range to zoom in.

Bumpiness & worst drops

Day-to-day bumpiness

15.0%

The value swings roughly 15% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-32.36%

A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.

Technical details (for the pros)

CAGR — 1 year34.78%

CAGR — 3 years18.34%

CAGR — 5 years14.12%

CAGR — since launch14.62%

Volatility — 1 year (annualised)13.23%

Volatility — 3 years (annualised)14.99%

Max drawdown — 1 year-10.80%

Max drawdown — 3 years-20.62%

Sharpe ratio — 1 year (rf=6%)1.85

Sharpe ratio — 3 years (rf=6%)0.76

Fund info

Fund house: IDFC Mutual Fund
Category: Income
Plan: —
Option: Growth
ISIN (Growth): —
ISIN (Div re-invest): —
Fund code: 111863
First price on record: 17 Apr 2009 · 1,932 daily prices

Numbers are computed from stored daily prices from mfapi.in/AMFI. This is descriptive analytics, not investment advice. Past performance is not indicative of future returns.