IDFC Strategic Sector (50-50) Equity Fund

IDFC Strategic Sector (50-50) Equity fund is a new fund. This fund is being managed by Ankur Arora and Meenakshi Dawar. The fund's investment strategy is unique and is positioned mid way between a sector fund and diversified fund. It is too young fund to judge by its long term performance. Existing investors exit now. New investors might rather want to turn to older, successful war horses.

Where does IDFC Strategic Sector (50-50) Equity fund invest your money?

IDFC Strategic Sector (50-50) Equity fund invests 50% in that particular sector which has been identified for stellar growth in a given year and the remaining 50% in a diversified portfolio comprising Nifty stocks. About 71.62% of the fund’s money is allocated to stocks of large size companies, 22.47% to stocks of mid size companies and 5.2% to small cap companies. At a given time period of 1-2 years any 2-3 sectors are observed to give outstanding returns compared to general businesses in an economy. This fund attempts to tap returns from such sectors and have some conservatism through a diversified portfolio since sector funds carry as much risk as the prospects of bumper returns.

Suitable for what?
  • Creating wealth
  • Lifestyle needs
Not Suitable for?
  • Child's education
  • Child's marriage
  • Planning for retirement
  • Home Purchase
Our recommendation for fresh investment
Not Recommended
Our recommendation for existing investment
Not Recommended
How has IDFC Strategic Sector (50-50) Equity Fund performed in the past?

If you had invested Rs 1 lakh when the fund was launched in Mar 2008 your value of investments would be around Rs 1.36 lakhs. The fund has been giving at around 6.43% every year for those who stayed invested for last 5 years.

Assume you had invested Rs 10,000 every month in IDFC Strategic Sector (50-50) Equity fund through SIP from the month of inception, today you would have around Rs 5.68 lakhs.

When to exit?

Withdraw when your goals are closer to achievement or if you know that the sector is just not the right one to be in at the moment. Do not remove the money when the markets go up or down. Do not panic. Stick to your goals.

What are the tax implications?

The returns in a mutual fund are absolutely tax free, provided you do not withdraw within 1 year. IDFC Strategic Sector (50-50) Equity fund does not qualify for sec 80C ELSS benefits.

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