Saving-Ideas.com

Icon

Personal Finance Blog India –

Review Of IDFC Premier Equity Fund:


IDFC premier equity fund has once again opened for lumsum subscription from 1st March 2012..It will remain open till the predetermined corpus target is achieved by the fund.Though subscription through SIP is continuously on.

Just we will take a look at funds performance for last few years.This fund was introduced in Sept 2005 and we will take look at SIP returns offered by the funds since its inception and will compare it with the benchmark returns.

To compare SIP returns we will assume that investor have invested Rs.3000/- per month sice oct 2005 to Feb 2012. on 10th of each month.

dyerware.com

 

Lumpsum Investment:

For lumpsum investment of Rs 1 lakh performance of the fund can be compared with the benchmark index and it can be shown graphically as below.

(Please note that as we have considered only two data points i.e.fund inception date point and ┬átodays date point so chart will be linear connecting these two points only…Graph do not show price fluctuations in between dates as we have considered that investor do not have done any activity in between)

dyerware.com

 

IDFC premier equity have outperformed its benchmark with a good margin for systematic investment as well for lumpsum.Though past performance is not indicative of future ,we can expect that history will repeat itself again and this fund will beat the benchmark in future.


Category: Mutual Funds

Tagged:

2 Responses

  1. Nirmit Gang says:

    Hi,

    Since Nov 2011 I have been investing in the following mutual funds as SIP of Rs 1000/- each
    1) HDFC Equity Fund (G)
    2) HDFC Prudence Fund (G)
    3) HDFC Gold Fund

    I want to expand my MF portfolio, and was searching online on which MF’s to invest into. This is how I stumbled upon your blog.

    I had these ones in mind :
    1) Fidelity Equity
    2) DSPBR Micro Cap
    3) IDFC Premier Equity
    4) HDFC Top 200

    There could be others that I may not be aware about. My only doubt was, that the new MF that I take should not be overlapping the existing one. But not too sure if how much of an impact it would make.

    Hope to see your response on this.

    Best

    • admin says:

      Sir,

      Think To add only 3) IDFc Premiere equity 4) HDFC Top-200…
      Rather increasing number of funds,increase the SIP amount.

      You are more inclined for HDFC funds…so try to think of other blue chip funds like ICICI-PRU focused blue chip or franklin blue chip..rather HDFC TOP-200..

      Paresh.

Leave a Reply

Advertisement:

Categories

Categories

Blog Archives

See How Much Interest Your Saving Have Generated!!!Final Value will be Original Principal + Interest generated

Blog Author

Blog Author

Who's Online

9 visitors online now
1 guests, 8 bots

Disclaimer

Information provided on this blog is for general purpose only & not investment advice.Please take advice of SEBI Registered Investment Advisors before taking any investment decision.
9 visitors online now
1 guests, 8 bots, 0 members
Max visitors today: 12 at 12:00 am UTC
This month: 39 at 06-07-2017 08:08 am UTC
This year: 56 at 02-27-2017 10:53 am UTC
All time: 363 at 09-23-2016 05:45 am UTC
Thank You For Visiting This Blog!!!