IDFC Premier Equity Fund - Direct - G

Scheme Objective

To generate long-term capital growth from an actively managed portfolio of predominantly equity and equity related instruments. The Scheme portfolio would acquire, inter alia, small and medium size businesses with good long term potential, which are available at cheap valuations. Such securities would be identified through disciplined fundamental research keeping in view medium to longterm trends in the business environment. The Scheme shall endeavor to accumulate long-term investor wealth by opening subscriptions to units during periods when stocks are available at reasonable valuations. By doing so, the Fund managers would endeavor to prevent short-term money from flowing into the fund which can prove detrimental to the interests of long-term investors. As the scheme would be sold to investors with a long-term investment horizon, it is also expected that the portfolio would remain relatively more insulated to day to day redemption pressures.

IDFC Premier Equity Fund - Direct is a Equity - Multi Cap fund launched on 1 Jan 13. It is a fund with Moderately High risk and has given a CAGR return of 15.1% since its launch.  Return for 2023 was 25.4% , 2022 was -0.7% and 2021 was 33.2% .

Below is the key information for IDFC Premier Equity Fund - Direct

NAV Price Chart

Growth of 10k Over Years

Date	Value
31 Mar 19	₹10,000
31 Mar 20	₹7,711
31 Mar 21	₹12,139
31 Mar 22	₹14,651
31 Mar 23	₹14,292
31 Mar 24	₹19,738

Asset Allocation

Asset Class	Value
Cash	4.91%
Equity	95.08%
Debt	0.01%

Sector Allocation

Sector	Value
Financial Services	26.33%
Consumer Cyclical	13.29%
Industrials	13.26%
Technology	9.03%
Consumer Defensive	7%
Energy	6.81%
Basic Materials	6.05%
Health Care	5.98%
Utility	3.56%
Communication Services	2.24%
Real Estate	1.54%

Top Securities Holdings / Portfolio

Holdings/Securities

Fund Managers

All Plan & Options