IDBI Nifty 50 Index Fund Growth Return
- 1M
- 3M
- 6M
- 1Y
- 3Y
- 5Y
This Fund:
Sensex:
BankFD:
Showing Funds Performance since Sep 07, 2020
IDBI Nifty 50 Index Fund Growth Fund Overview
Min. investment
SIP ₹500 & Lump. ₹5000
AUM (Fund size)
₹208 Cr
Lock In Period
N/A
Expense Ratio
0.9
Exit Load
Nil
Benchmark
Nifty 50 Total Returns Index
IDBI Nifty 50 Index Fund Growth Calculate Returns
You would have got
Your Investment Amount
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 4.26 | -1.02 | 9.11 |
| 6M | 8.73 | 1.05 | 35.75 |
| 1Y | 20.81 | 3.60 | 98.82 |
| 3Y | 21.63 | 10.17 | 208.20 |
Portfolio Analysis
- Equity: 99.33%
- Debt: 0.67%
- Others
As on: 2023-06-30
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About Fund IDBI Nifty 50 Index Fund Growth
IDBI Nifty 50 Index Fund Growth managed by IDBI Mutual Fund,is a Equity - Index Fundscheme with Assets Under Management of ₹208 Crore. The fund benchmarks its performance against the Nifty 50 Total Returns Index while maintaining an expense ratio of 0.9. Under the expert guidance of Nisha Sharma ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Fund Managers
Nisha Sharma
Ms. Nisha Sharma holds B.Com. She has 10 years of experience in capital market and banking sector. Prior to joining IDBI Asset Management Ltd. she worked with NVS Brokerage Pvt.Ltd.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| Aditya Birla Sun Life Nifty Smallcap 50 Index Fund Growth | 0 | 348 CR | 1.13 |
| Kotak Nifty Smallcap 50 Index Growth | 0 | 229 CR | 0.91 |
| IDBI Nifty 50 Index Fund Growth | 0 | 207 CR | 0.9 |
| ICICI Prudential Silver ETF Growth | 0 | 13,700 CR | 0.4 |
| HDFC Silver ETF Growth | 0 | 7,472 CR | 0.5 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundAditya Birla Sun Life Nifty Smallcap 50 Index Fund Growth | 19.7208 | 72.9997 |
| This FundKotak Nifty Smallcap 50 Index Growth | 19.4803 | 73.0611 |
| This FundIDBI Nifty 50 Index Fund Growth | 16.1636 | 73.9956 |
| This FundICICI Prudential Silver ETF Growth | 98.7577 | 207.8732 |
| This FundHDFC Silver ETF Growth | 97.6307 | 208.2006 |
IDBI Nifty 50 Index Fund Growth FAQs
IDBI Nifty 50 Index Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.
The expense ratio of IDBI Nifty 50 Index Fund Growth is 0.9. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
IDBI Nifty 50 Index Fund Growth’s fund performance is as follows:
- 1 Month : 4.26%
- 6 Months : 8.73%
- 1 Year : 20.81%
- 3 Years : 21.63%
You can invest in IDBI Nifty 50 Index Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.
The fund size (AUM) of IDBI Nifty 50 Index Fund Growth is ₹208 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in IDBI Nifty 50 Index Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
