IDFC Infrastructure Fund

IDFC Infrastructure Fund is being managed by Rajendra Kumar Mishra since June 2013. The scheme seeks to generate long-term capital growth through an active diversified portfolio of predominantly equity and equity related instruments of companies that are participating in and benefiting from growth in Indian infrastructure and infrastructural related activities. New investors can put this off for the best sector funds. If you have already invested in this scheme, you can exit now to invest in a better performing fund.

Where does IDFC Infrastructure Fund invest your money?

IDFC Infrastructure Fund is a equity oriented sector fund which means most of your money will be invested in stocks of large and mid sized companies in infrastructure sector. About 72.86% of the fund’s money is allocated to stocks of large sized companies, close to 18.56% to stocks of mid sized companies and 8.58% to stocks of small cap companies. Large cap companies tend to give stable returns while mid sized stocks can give kicker returns as they turn into large stocks but this happens not so frequently.

Suitable for what?
  • Creating wealth
  • Lifestyle needs
Not suitable for what?
  • Child's education
  • Child's marriage
  • Planning for retirement
  • Home Purchase
How has IDFC Infrastructure Fund performed in the past?

If you had invested Rs 1 lakh when the fund was launched in March 2011 your value of investments would be dropped to Rs 81381. The fund performance has not been to other funds in this category. 

Assume you had invested Rs 10,000 every month in IDFC Infrastructure Fund through SIP since inception today you would have around Rs 2.19 lakhs.

Our recommendation for fresh investment
Not Recommended
Our recommendation for existing investment
Not Recommended
What are the charges applicable?

A onetime fee of Rs 100 is charged on investments over Rs 10, 000 made through distributors. If you are a first time investor in mutual funds an additional Rs 50 is charged to cover KYC expenses. This is deducted from your investment and can be skipped if you buy directly from the mutual fund via their website or offices.

If units are sold within a year an exit load of 1% is deducted from your total returns. No exit load applies for units withdrawn post one year. Expense ratio of IDFC Infrastructure Fund is 3.00%. This is charged to recover the fund management company’s expenses on securities’ transactions, commissions, registrar fees, etc. Your mutual fund returns will be total returns less expense ratio.

What are the tax implications?

The returns in an equity mutual fund are absolutely tax free, provided you do not withdraw within 1 year. 

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