Return
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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹0 & Lump. ₹2500000
AUM (Fund size)
₹375 Cr
Lock In Period
N/A
Expense Ratio
1.38
Benchmark
Crisil Liquid Fund Index
Exit Load
0.25% if redeemed within 1 month
Summary
Latest details for IDFC Equity Savings Fund Plan B Growth include a ₹ NAV as of May 11,2026 and returns since inception of --%. Minimum investments start at SIP ₹0. The IDFC Equity Savings Fund Plan B Growth AUM is ₹375 Cr, with a lock-in of N/A years, expense ratio of 1.38%, and benchmark Crisil Liquid Fund Index. Exit load is - 0.25% if redeemed within 1 month. In the growth review for 1M Month/Year, the fund recorded 0.00% returns, against a category average of -0.04% and a category best of 126.76%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 0.00 | -0.04 | 126.76 |
| 6M | 0.00 | 1.11 | 126.76 |
| 1Y | 0.00 | 4.35 | 126.76 |
| 3Y | 0.00 | 10.25 | 126.76 |
Portfolio Analysis
- Equity:
- Debt:
- Others
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About Fund
IDFC Equity Savings Fund Plan B Growth managed by Bandhan Mutual Fund,is a Equity - Hybridscheme with Assets Under Management of ₹375 Crore. The fund benchmarks its performance against the Crisil Liquid Fund Index while maintaining an expense ratio of 1.38. Under the expert guidance of Arpit Kapoor ,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
Arpit Kapoor
Mr. Arpit Kapoor is a B.Tech. from Uttar Pradesh Technical University and PGDM from IIM Kozhikode. He has considerable experience in Equity markets while working with UTI MF.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundIDFC Arbitrage Fund Plan B Growth | 0 | 3418.72 CR | 1 |
| This FundCanara Robeco Balanced Advantage Fund Growth | 0 | 1105.84 CR | 2.21 |
| This FundInvesco India Multi Asset Allocation Fund Growth | 0 | 949.88 CR | 1.68 |
| This FundIDFC Equity Savings Fund Plan B Growth | 0 | 375.31 CR | 1.38 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundIDFC Arbitrage Fund Plan B Growth | ||
| This FundCanara Robeco Balanced Advantage Fund Growth | 2.3092 | 0 |
| This FundInvesco India Multi Asset Allocation Fund Growth | 18.1034 | 0 |
| This FundIDFC Equity Savings Fund Plan B Growth |
FAQs
IDFC Equity Savings 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 Savings Fund Plan B Growth is 1.38. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
IDFC Equity Savings Fund Plan B Growth’s fund performance is as follows:
- 1 Month : %
- 6 Months : %
- 1 Year : %
- 3 Years : %
You can invest in IDFC Equity Savings 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 Savings Fund Plan B Growth is ₹375 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in IDFC Equity Savings 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.
Min Inv Amount: ₹500