Scheme Snapshot - IDFC Premier Equity Fund - Plan B
Fund
IDFC PremierEquity B (D)
NAV (Feb 17th, 2017)
26.13
Class
Equity - Diversified
Type
Open Ended
Inception Date
Apr 2nd, 2009
Fund Manager
Ms.Punam Sharma
Fund
IDFC PremierEquity B (D)
Initial Price
10
Min.Inv.Amount
25,000
Entry Load
Nil
Exit Load
1%
Objectives
The Scheme shall seek to generate long-term capital growth from an actively managed portfolio of predominantly equity and equity related instruments. The Scheme portfolio would seek to acquire, inter alia, small and medium size businesses with good long term potential, which are available at cheap valuations. Such securities would be identified through disciplined fundamental research keeping in view medium to long-term trends in the business environment. The Scheme shall endeavor to accumulate long-term investor wealth by opening subscriptions to units during periods when stocks are available at reasonable valuations. By doing so, the Fund managers would endeavor to prevent short-term money from flowing into the fund which can prove detrimental to the interests of longterm investors.