IDFC Infrastructure Fund Growth - Regular - Latest NAV [ ₹24.26 ], Returns, Performance, Portfolio & Returns 2021

IDFC Infrastructure Fund Growth

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Fund Summarystar

PeriodReturns(per year)
10 Years9.84%
5 Years15%
3 Years14.43%
1 Year96.44%
6 Months30.78%
Fund Details
RiskVery High Risk
Fund TypeEquity - Infrastructure
Exit Load1% for 365 Days

More about this fundstar

Top HoldingsWeightage
Larsen & Toubro Ltd9.83%
UltraTech Cement Ltd8.61%
JK Cement Ltd7.1%
Gujarat Gas Ltd5.12%
PNC Infratech Ltd4.58%
Transport Corp of India Ltd4.54%
Bharti Airtel Ltd4.4%
Sagar Cements Ltd4.33%
Torrent Power Ltd4.15%
H.G. Infra Engineering Ltd Ordinary Shares3.95%

About IDFC Infrastructure Fund

IDFC Infrastructure Fund is a type of open ended scheme that aims to invest predominantly in a diversified portfolio of equity and equity related securities of companies that are engaged in or expected to benefit from the growth and development of infrastructure. The scheme aims to invest across all market caps.

Pros & Cons of IDFC Infrastructure Fund

IDFC Infrastructure Fund offers the following benefits: 1. The fund is invested in a number infrastructure companies, such as financial services, metals, telecom, among others are major growth drivers in a growing economy. Steady and robust returns can be expected in the long term.

Certain drawbacks of IDFC Infrastructure Fund

  1. Returns are relatively less as compared to pure equity lead funds.
  2. A number of companies are saddled with debt. The portfolio of this fund could be affected by these stocks and returns might be less than expected in the long term.

Fund Information and Statistics of IDFC Infrastructure Fund

i) Inception / Launch date

IDFC Infrastructure Fund was launched on March 08, 2011 by IDFC Fund AMC.

ii) Risk level

Being an equity oriented fund, this fund is a high risk bet and suitable for investors who have a long-term investment horizon of more than 5 years.

iii) Redemption

Redemption of Units will be done by a repurchase/buyback by the fund house. Under normal circumstances, your fund house will dispatch the redemption proceeds within 10 business days from date of receipt of request.

iv) Fund Manager

Mr. Rajendra Kumar Mishra has been managing the fund since June 2013. He is an experienced manager with 16 years of fund management.

v) Entry / Exit load

The fund house does not charge entry load for investing in the fund. The exit load is 1% if the units are redeemed within 12 months from the date of allotment in respect of purchase made other than through SIP . Also, if redeemed within 12 months from the date of allotment of units of each instalment of SIP purchase, the same applies.

Tax benefits of investing in the fund

Long term capital gains tax applies to returns on this fund. A capital gain registered during a period of less than 1 year is defined as Short-term Capital Gain (STCG). A capital gain registered over a period of more than 1 year is defined as Long-term Capital Gains (LTCG). STCG are taxed at the rate of 15%. Long term capital gains in excess of Rs 1 lakh are taxed at the rate of 10% without the benefit of indexation.

About IDFC Mutual Fund

IDFC Infrastructure Fund is managed by IDFC Mutual Fund - one of the largest mutual funds and well-established fund house in the country with a consistent focus on delivering consistent fund performance across categories.

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Frequently Asked Questions

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Currently this fund is not available on ClearTax Invest. We request you to checkout other Related funds
Very High Risk

All investments come with risk. Risk is the volatility or fluctuation in the price (and returns) of the investment. Usually,

  • High Risk = High possible returns
  • Low Risk = Stable, relatively lower returns