IDFC 50-50 Strategic Sector Fund-Direct Plan-Dividend
A specialised fund. Check the scheme details for what it invests in. From IDFC Mutual Fund. It's been running since 15 Jan 2013.
Vs 500 other funds in Income
Descriptive rankings within the same category and plan. Not a recommendation — one fund beating another historically does not mean it will continue to do so.
Price over time
How the per-unit price has moved. Tap a range to zoom in.
Bumpiness & worst drops
The value swings roughly 18% up or down in a typical year. Finance-speak calls this volatility.
A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.
Similar funds you might want to look at
Same category, same plan, sorted by 3-year return. Not recommendations — just neighbours.
Head-to-head comparisons
Side-by-side comparisons of IDFC 50-50 Strategic Sector Fund-Direct Plan-Dividend against other other funds.
Technical details (for the pros)
Fund info
- Fund house
- IDFC Mutual Fund
- Category
- Income
- Plan
- Direct
- Option
- Dividend
- ISIN (Growth)
- —
- ISIN (Div re-invest)
- —
- Fund code
- 118425
- First price on record
- 15 Jan 2013 · 203 daily prices
About IDFC 50-50 Strategic Sector Fund-Direct Plan-Dividend
IDFC 50-50 Strategic Sector Fund-Direct Plan-Dividend is a Income offered by IDFC Mutual Fund under the Direct plan with the Dividend option. It has approximately 14 years of NAV track record. The fund falls in the other category — A specialised fund. Check the scheme details for what it invests in.
The current NAV of IDFC 50-50 Strategic Sector Fund-Direct Plan-Dividend is ₹12.9744 (as of 8 Nov 2013). Returns are historical and don't predict future performance.
Over the last three years, the fund's prices have moved with 17.9% annualised volatility — a "high" level of bumpiness; its deepest peak-to-trough fall on record was 25.5%. Being mentally prepared for drawdowns of this size is what separates long-term investors from reactive traders.
Frequently asked
What is the latest NAV of IDFC 50-50 Strategic Sector Fund-Direct Plan-Dividend?+
The latest NAV of IDFC 50-50 Strategic Sector Fund-Direct Plan-Dividend is ₹12.9744 as of 8 Nov 2013, up 0.23% from the previous day. NAV is updated once a business day after the market close.
What category does IDFC 50-50 Strategic Sector Fund-Direct Plan-Dividend belong to?+
IDFC 50-50 Strategic Sector Fund-Direct Plan-Dividend is categorised as Income. A specialised fund. Check the scheme details for what it invests in.
How risky is IDFC 50-50 Strategic Sector Fund-Direct Plan-Dividend?+
Based on its 3-year annualised volatility of 17.9%, IDFC 50-50 Strategic Sector Fund-Direct Plan-Dividend sits in the "high" risk bucket. Volatility measures how much prices swing — higher means bigger ups and downs along the way.
Is IDFC 50-50 Strategic Sector Fund-Direct Plan-Dividend a direct plan?+
IDFC 50-50 Strategic Sector Fund-Direct Plan-Dividend is a Direct plan (no distributor commission — lower expense ratio) with the IDCW option (periodic distributions, taxable at your slab rate).
How old is IDFC 50-50 Strategic Sector Fund-Direct Plan-Dividend?+
IDFC 50-50 Strategic Sector Fund-Direct Plan-Dividend has NAV history available from 15 Jan 2013 — approximately 14 years of track record and 203 daily NAV observations.
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.