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IDFC Sterling Value Fund (G) Equity - Diversified
Invest

Plan: OPEN | Option: Growth | Anoop Bhaskar

10 Jul 20 | 12:00 AM

39.08 -0.18 (-0.46%)

  • Underperforms

    -20.33%

    Return (1Y)

    underperformed S&P BSE 400 MidSmallCap TRI by -15.19%

  • Less Volatile

    1.81%

    Standard Deviation (1Y)

    Lower Equity - Diversified by -0.52%

  • Inconsistent

    3/12

    Months

    Has underperformed Equity - Diversified

  • Value research rating

Stock Composition

NAV

Scheme Trivia

  • IDFC Sterling Equity Fund (G) fund has been the 4th best in the 5Y SIP performance in the Equity - Diversified category

  • IDFC Sterling Equity Fund (G) fund has been the 4th best in the 3Y SIP performance in the Equity - Diversified category

  • IDFC Sterling Equity Fund (G) fund has been the 4th best in the 1Y SIP performance in the Equity - Diversified category

Critical Parameters

Everyone of us wants to create wealth by investing in top funds. Have a look at the key parameters that you need to check before deciding to invest in a mutual fund.

Returns

In last 1 year IDFC Sterling Value Fund (G), has underperformed by -15.19% (CAGR difference)

-20.33%

Underperforms

This is Alpha

Performance Chart for Rs

Invested in

11 Jul 2019

Risk

In last 1 year , the volatility of IDFC Sterling Value Fund (G) is Lower than by -0.52%

1.81%

Less Volatile

Risk Meter

Peer Comparison on Risk - Return

Consistency

For 3 out of Last 12 Months, i.e 25% of the times It underperformed its benchmark, Equity - Diversified

Consistency Meter

Outperforming Stocks Vs. Underperforming Stocks

Based on the last 1year analysis, currently there are, the benchmark the benchmark

View Stock Composition