Skip to main content

IDFC Premier Equity Fund Invest Online

Download Tax Saving Mutual Fund Application Forms

Invest In Tax Saving Mutual Funds Online

Buy Gold Mutual Funds

Leave a missed Call on

94 8300 8300

 

IDFC Premier Equity Fund

CRISIL ranks the IDFC Premier Equity fund as one of the top consistent performers (Rank 1) amongst mutual funds across all equity categories. The IDFC Premier Equity Fund aims to outperform the market and generate superior returns by investing in a diversified portfolio of small and mid-cap companies with high growth potential.

While, inherently small and mid-cap funds are more risky than large cap funds, they have the potential to generate superior returns, since midcap companies generally have higher growth potential compared to large cap companies, both in terms of earnings and valuations.

 

Within the mid-cap funds category, IDFC Premier Equity fund has not only been a strong performer, but one of the most consistent ones across several time periods. It has consistently outperformed many of its peers in the mid-cap mutual fund category, as well as the CNX Midcap index.

 

IDFC Premier Equity Fund – Fund Overview

This fund is suitable for investors looking for high capital appreciation over a long term, with limited downside potential in volatile markets. As such the fund is suitable for investors planning for retirement, children’s education, wealth creation or other long term financial objectives. The fund was launched in September 2005. It has a large AUM base of nearly Rs 3600 crores, and has therefore managed to keep its expense ratio quite low at only 1.88%. The fund manager of this scheme is Kenneth Andrade. Kenneth has been managing the fund since 2006 and has established himself as one of the best fund managers in the mid cap category. He focuses on high quality mid cap stocks with high growth potential. His disciplined investment approach has led to excellent risk adjusted returns in different market conditions over the years. The scheme is open both for growth and dividend plans. The current NAV (as on Mar 2 2014) is 42.9 for the growth plan and 25.3 for the dividend plan.

Portfolio Construction

The fund selects well established good quality mid-cap companies stocks with strong long term earnings potential for the portfolio. Typically the companies in the portfolio are leaders within their segments. From a sector perspective, the fund has substantial exposure to services, FMCG, textiles and engineering. The portfolio is very well diversified, in terms of company concentration, with its top 5 holdings, Page Industries, Kaveri Seeds, Blue Dart, Bata and MRF accounting for less than 26% of the total portfolio value. The fund also holds around 9% of its portfolio in cash equivalents as a cushion to downside risks in volatile market conditions.

Risk & Return

It is in terms of risk adjusted returns that the fund scores very highly. The annualized standard deviations of monthly returns for three to five year periods are in the range of 15 to 21%, which is significantly lower than the volatility of mid cap funds as a category.

 

SIP and Lump Sum Returns

The chart below shows returns as on Mar 2, 2014 (NAV of 42.9) of Rs 5000 monthly SIP in the IDFC Premier Equity Fund Growth Plan, for respective years since inception (in Sep 2005). The SIP date has been assumed to first working day of the month. The amounts are shown in Rs. lakhs.

 

If the investor had invested a lump sum amount of Rs 1 lakh in the NFO in Sep 2005, his or her investment would have grown more than four times to nearly Rs 4.3 lakhs. This implies a compounded annual return of 18.7%.

The IDFC Premier Equity Fund has a strong record of delivering excellent performance across different market cycles. The fund navigated through the market downturns and volatile conditions much better than its peer. As discussed earlier, consistency of performance is an important criterion in selecting a mutual fund. The IDFC Premier Equity fund has been a top pick for many investment portfolios. Investors can consider investing in the fund only through the systematic investment plan (SIP) route or Systematic Transfer Plan (STP) route for their long term financial planning objectives as the fund is not accepting any lump sum investment as of now. The fund also has a good dividend payout track record and as such is suitable for investors who prefer dividend distribution plan. Investors should consult with their financial advisors if the IDFC Premier Equity Fund is suitable for their investment portfolio, in line with their risk profiles.

For further information contact Prajna Capitalon 94 8300 8300 by leaving a missed call

Leave a missed Call on 94 8300 8300

Leave your comment with mail ID and we will answer them

OR

You can write back to us at

PrajnaCapital [at] Gmail [dot] Com

---------------------------------------------

Invest Mutual Funds Online

Invest Any Mutual Fund Online

Download Mutual Fund Application Forms from all AMCs

Download Mutual Any Fund Application Forms

---------------------------------------------

Best Performing Mutual Funds

    1. Largecap Funds Invest Online
      1. DSP BlackRock Top 100 Fund
      2. ICICI Prudential Focused Blue Chip Fund
      3. Franklin India Bluechip
      4. ICICI Prudential Top 100 Fund

B. Large and Midcap Funds Invest Online

      1. ICICI Prudential Dynamic Plan
      2. HDFC Top 200 Fund
      3. UTI Dividend Yield Fund
      4. Birla Sun Life Front Line Equity Fund
      5. Franklin India Prima

C. Mid and SmallCap Funds Invest Online

      1. Reliance Equity Opportunities Fund
      2. DSP BlackRock Small & Midcap Fund
      3. Sundaram Select Midcap
      4. IDFC Premier Equity Fund
      5. Birla Sun Life Dividend Yield Plus
      6. SBI Emerging Businesses Fund
      7. HDFC Mid-Cap Opportunities Fund
      8. ICICI Prudential Discovery Fund

D. Small and MicroCap FundsInvest Online

      1. DSP BlackRock MicroCap Fund

2.Franklin India Smaller Companies

E. Sector Funds Invest Online

      1. Reliance Banking Fund
      2. Reliance Banking Fund
      3. ICICI Prudential Banking and Financial Services Fund

F. Tax Saver Mutual Funds Invest Online

1. ICICI Prudential Tax Plan

2. HDFC Taxsaver

      1. DSP BlackRock Tax Saver Fund
      2. Reliance Tax Saver (ELSS) Fund

G. Gold Mutual Funds Invest Online

      1. Relaince Gold Savings Fund
      2. ICICI Prudential Regular Gold Savings Fund
      3. HDFC Gold Fund
      4. Birla Sun Life Gold

H. International funds Invest Online

1. Birla Sun Life International Equity Plan A

2. DSP BlackRock US Flexible Equity

3. FT India Feeder Franklin US Opportunities

4. ICICI Prudential US Bluechip Equity

5. Motilal Oswal MOSt Shares NASDAQ-100 ETF

Popular posts from this blog

Group Health Insurance

Buy Group Health Insurance Online   For Human Resources, the biggest challenge today is to decide whether medical benefits should be offered to employees or not, what type of plans should be offered, what will be the cost and how will the cost be split between employees and employer. Well, most of these are subjective and would depend on a lot of factors including company size, average employee salary, etc. However, this article will give you a fair idea on how you should go about deciding these factors: 1. Why offer group health insurance benefit to employees : Studies have proved that retention rates among employers offering GHI are much higher than the ones who are not offering. Moreover, the cost of providing this benefit as a percentage of salary is very low as compared to the perceived value. As an example, say if average salary of an employee in your organization is 4 LPA. If you decide to offer a health insurance benefit to him for a Sum insured of ...
Read more

ICICI Prudential Dynamic Plan Invest Online

Download Tax Saving Mutual Fund Application Forms Invest In Tax Saving Mutual Funds Online Buy Gold Mutual Funds Leave a missed Call on 94 8300 8300   ICICI Prudential Dynamic Plan             Invest Online This fund does remarkably well during falling markets, but fails to show the same prowess during a rising market. The fund sticks to its mandate to adapt to the dynamic nature of the market by shuttling between debt and equity. It takes aggressive asset calls in equity when the market surges by investing in quality mid-cap stocks. At the same time, it adopts a defensive strategy by investing in debt and cash when markets get overvalued, making it a good long-term choice.     For further information contact Prajna Capital on 94 8300 8300 by leaving a missed call     Leave a missed Call on 94 8300 8300   Leave your comment with mail ID and we will ...
Read more

Birla Sun Life MIP II Savings 5

  Birla Sun Life MIP II Savings 5 - Invest Online   Have you traditionally been a debt investor but now wish to test waters in equities? Then, debt-oriented funds such as Birla Sun Life MIP II Savings 5 (Birla Savings 5), which have limited exposure to equities, may fit your requirement. With a five year return of 10.5 per cent compounded annually, the fund managed a good 3-3.5 percentage points more than its benchmark Crisil MIP Blended Index, as well as its category average. The fund appears well poised to capitalise on a falling interest rate scenario and has increased the average portfolio duration of its debt instruments in recent times. Suitability Birla Savings 5 is suitable only for conservative investors. If you want to make a beginning in equities and cannot take any short-term declines in your stride, then this fund will suit you. If you are already an equity investor and want to use a debt-oriented fund merely as a diversifier, then you may prefer peers from the HDFC and Re...
Read more

Why credit history is critical?

Will you need a loan to buy a car or a house? Do you know why some people get their loans sanctioned quickly without any hassle, whereas others find that their approval is delayed or their application is rejected? If you want a loan, you will need to work to build a solid credit history because this can have a bearing on the ease with which you get loans. Read on to learn more about what is a credit history and how to build a good credit score. What is a credit history? Your credit history is a way of tracking your credit behaviour and habits — basically it shows how disciplined and regular you are when it comes to repaying your dues on loans that you have taken. It will show a complete record of your past borrowing and repayment record including details about any late payments or if you have defaulted on a loan. This track record is readily accessible to lenders and is used by them to when reviewing your loan application. Borrowers who have historically had a bad record of managing...
Read more

Stock Market Concepts: Derivatives and taxation

DERIVATIVES refer to an instrument, which derives its value from the value of something else — that is, an underlying asset. In India, the derivatives space has traditionally been the playground for large institutional investors who use it for hedging or for speculative activities. However, with time, we have seen a steep augmentation in the per capita income of an average Indian. Consequently, the appetite for investment in alternative instruments has transcended into the need to explore untested territories, and one of the most lucrative of all the available options, is the derivatives. Taxation Of Derivatives: Let's have a sharp overview of how taxability impacts the dealings in futures and options: Futures: Since, there is no transfer or delivery of the underlying asset in case of futures, the income or loss from it cannot be taxed under the head "capital gains". Therefore, depending upon the fact whether the assessee is a trader or an investor, the head of income...
Read more
Related Posts Plugin for WordPress, Blogger...
Invest in Tax Saving Mutual Funds Download Any Applications
Transact Mutual Funds Online Invest Online
Buy Gold Mutual Funds Invest Now