IDFC Sterling Value Fund (G)

3
Value/Contra NAV 43.55 0.18 23 September, 2020
  • 4.79%
  • 14Y 10M

Fund Details

Category Value/Contra
Fund Type Open Ended
Investment Plan Growth
Launch Date 07 March, 2008
Benchmark S&P BSE 500 TRI
Asset Size(Cr) 2403 (As on July 31, 2020)
Min Investment ₹ 5000
Min SIP Investment ₹ 1000
Min Addl Investment
Exit Load
Expense Ratio 2.1% (As on July 31, 2020)
Fund Manager Anoop Bhaskar, Daylynn Gerard Paul Pinto

Investment Returns (As on 23 Sep, 2020)

  • 3 Month 13.32%
  • 6 Month 52.65%
  • 1 Year -8.7%
  • 3 Year -5.99%
  • 5 Year 4.79%
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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 (G) -8.7% -5.99% 4.79%
Invesco India Contra Fund (G) 2.61% 5.21% 10.05%
ICICI Prudential Value Discovery Fund (G) 3.59% 1.97% 5.45%
Tata Equity P/E Fund (G) -2.99% -0.47% 9.42%
L&T India Value Fund (G) -2.08% -1.19% 7.1%
Aditya Birla Sun Life Pure Value Fund (G) -6.96% -9.37% 3.11%

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