IDFC Sterling Value Fund - Dividend

3
Value/Contra NAV 28.74 0.28 23 July, 2021
  • -4.85%
  • -13Y 12M

Fund Details

Category Value/Contra
Fund Type Open Ended
Investment Plan Dividend
Launch Date 07 March, 2008
Benchmark S&P BSE 500 TRI
Asset Size(Cr) 1.97% (As on May, 2021)
Min Investment ₹ 5000
Min SIP Investment ₹ 1000
Min Addl Investment
Exit Load
Expense Ratio 3,733 (As on May 31, 2021)
Fund Manager Anoop Bhaskar, Daylynn Gerard Paul Pinto

Investment Returns (As on 23 Jul, 2021)

  • 3 Month 21.11%
  • 6 Month 39.45%
  • 1 Year 98.76%
  • 3 Year -18.21%
  • 5 Year -4.85%
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Disclaimer: Above returns are calculated on the basis of historical NAV movement for the selected period. However, historical performance does not guarantee future returns. Investors must take investment decisions based on his/her own requirements.

Peer Comparison

Fund Name 1 Yr Rtn. 3 Yr Rtn. 5 Yr Rtn.
IDFC Sterling Value Fund - Dividend 98.76% -18.21% -4.85%
Invesco India Contra Fund (G) 46.42% 14.96% 16.75%
ICICI Prudential Value Discovery Fund (G) 52.79% 14.72% 12.17%
L&T India Value Fund (G) 60.12% 14.2% 14.01%
Tata Equity P/E Fund (G) 37.41% 9.01% 13.29%
Aditya Birla Sun Life Pure Value Fund (G) 70.57% 8.12% 9.88%

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