IDFC Equity Fund - Plan B Growth Return

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Showing Funds Performance since Sep 07, 2020

IDFC Equity Fund - Plan B Growth Fund Overview

Min. investment

SIP ₹1000 & Lump. ₹5000

AUM (Fund size)

₹288 Cr

Lock In Period

N/A

Expense Ratio

2.92

Exit Load

1% of the applicable NAV if redeemed / switched out within 365 days from the date of allotment.

Benchmark

BSE 100

IDFC Equity Fund - Plan B Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.000.1416.99
6M0.004.9564.49
1Y0.005.97137.57
3Y0.0018.28202.94

Portfolio Analysis

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About Fund IDFC Equity Fund - Plan B Growth

IDFC Equity Fund - Plan B Growth managed by Bandhan Mutual Fund,is a Equity - Diversifiedscheme with Assets Under Management of ₹288 Crore. The fund benchmarks its performance against the BSE 100 while maintaining an expense ratio of 2.92. Under the expert guidance of Sumit Agrawal ,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

Sumit Agrawal

Mr. Sumit Agrawal has done B.Com and PGDM in Finance. He has professional experience of more than 9 years and his primary responsibility includes investment Analysis & Fund Management. He has been associated with the AMC as an Investment Analyst since November,2010. He was previously associated with ENAM Securities and JP Morgan India Services as a Research Analyst.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
ICICI Prudential Value Fund - Series 20 Growth0694 CR1.41
Aditya Birla Sun Life Resurgent India Fund - Series 7 Growth0147 CR1.43
Sundaram Emerging Small Cap - Series III Growth0299 CR1.35
Fund Name1Y3Y
This FundICICI Prudential Value Fund - Series 20 Growth50.898943.9443
This FundAditya Birla Sun Life Resurgent India Fund - Series 7 Growth68.309943.9759
This FundSundaram Emerging Small Cap - Series III Growth15.667197.535

IDFC Equity Fund - Plan B Growth FAQs

IDFC Equity Fund - Plan B 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 IDFC Equity Fund - Plan B Growth is 2.92. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

IDFC Equity Fund - Plan B Growth’s fund performance is as follows:
  • 1 Month : 0.00%
  • 6 Months : 0.00%
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  • 3 Years : 0.00%
Returns of IDFC Equity Fund - Plan B Growth are updated daily based on NAV of ₹ as on undefined NaN,NaN. Since inception, the return has been 0.00%.

You can invest in IDFC Equity Fund - Plan B 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 IDFC Equity Fund - Plan B Growth is ₹288 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in IDFC Equity Fund - Plan B Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.