IDFC Core Equity Fund-Reg(G)

68.19 -0.54 (-0.79%) NAV as on 27-Jan-22

PERFORMANCE

Category 3M (%) 6M (%) 1Y (%) 3Y (%) 5Y (%) Since INC.
Scheme Return-4.635.1730.3817.0913.4212.35
Category Avg-4.287.4033.0419.8013.4217.57
Category Best6.855.811.6717.7223.5224.32
Category Worst1.57-5.28-16.576.107.18-6.23
SENSEX-6.328.9420.8116.7115.49-
NIFTY-6.048.6622.5016.6514.64-

* Equity - Returns upto 1 year are absolute and over 1 year are CAGR.

* Debt - Returns upto 1 year are annualised and over 1 year are CAGR.

Performance GRAPH

QUARTERLY RETURNS

Year Q1 Q2 Q3 Q4
202111.268.411.249.79
202019.6413.3219.38-30.22
2019-0.15-3.724.673.06
20180.51-1.181.31-5.70
20176.062.799.8714.62

ANNUAL RETURNS

Year Fund Return Rank in Category Category Total SENSEX
202134.08102216NA
202012.94147232NA
20193.69157243NA
2018-5.11123272NA
201737.29109261NA

PEER CATEGORY COMPARISON

Scheme Name NAV(Rs.) As On 09-06-17 Inception Date 1Y (%) 3Y (%) 5Y (%) Since Inception (%)
Axis Growth Opp Fund-Reg(G)20.0822-Oct-1837.6325.5-23.77
Mirae Asset Emerging Bluechip-Reg(G)96.4212-Jul-1033.9225.1820.1521.65
Quant Large & Mid Cap Fund(G)64.9209-Jan-0734.4122.6915.4113.15
Canara Rob Emerg Equities Fund-Reg(G)159.4815-Mar-0532.2922.2317.7517.81
More from Peer Category Comparison »

Ratios

Statistical Ratios
Standard Deviation [%]19.2234
Semi Standard Deviation [%]0.6108
Beta [%]0.8946
Sharp Ratio [%]0.4628
R-Square [%]0.8966
Expense Ratio [%]2.0000
AVG Ratio [%]0.0714
Other Ratios
Jenson Ratio [%]0.0404
Treynor Ratio [%]0.1056
Turnover Ratio [%]0.4100
FAMA Ratio [%]0.0566
SORTINO Ratio [%]0.0990

Return Calculator

MARKET STATS As on 28/01/2022 As on 28/01/2022

17306.10 (1.15) 57906.97 (1.10)

TOP GAINERS

Company Price Change Gain (%)
Vikas EcoTech6.653.65121.67
JSW Holdings4570.00643.6016.39

TOP LOSERS

Company Price Change Loss (%)
H.G. Infra Engg.515.00-63.15-10.92
Mahindra Logistics596.70-63.15-9.57

Portfolio Comparison

MUTUAL FUND ACTIVITY