Fund Analysis

Playing on Mid-caps

IDFC Tax Advantage Fund takes capitalisation calls based on market conditions, which has enabled it to deliver impressively

Last updated: 14-Nov-2022•Research Desk

Consistency has been the hallmark of IDFC Tax Advantage Fund. A top quartile fund over 3 and 5 years, it has clocked a five year CAGR of 18.8 per cent, ahead of the category's 15.2 per cent. Starting with 3-star rating in 2011, the fund has improved its ratings to 4 stars thereafter, mostly retaining these ratings with its predictable performance. The fund's returns in the last one year has been well ahead of the

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