IDFC Imperial Equity fund is an open ended fund with an exposure in Large cap segment. This fund is to be considered by investors with a long term prospect of 3 years or more, reckons financial advisor Arnav Pandya
Nature: Equity oriented Large cap open ended fund
Inception: February 2006
Assets under Management: Rs 318 crore at the end of March 2012
Fund Manager: Tridib Pathak
Analysis:
The fund is a diversified large cap based fund. It had the highest exposure of 22 per cent of the portfolio to banks at the end of March 2010. Software was next with around 10 per cent of the portfolio and this was followed by consumer non durables. Reliance Industries was the top stock in the portfolio with an exposure of over 7 per cent. Others with a high exposure included BHEL, ICICI Bank, Sterlite and HDFC Bank. The fund was underperforming its benchmark the S&P CNX Nifty over the one year period but outperforming over the three year period. Six months later the position |
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