IDFC Equity Savings Fund Plan B Growth Return
- 1M
- 3M
- 6M
- 1Y
- 3Y
- 5Y
This Fund:
Sensex:
BankFD:
Showing Funds Performance since Sep 07, 2020
IDFC Equity Savings Fund Plan B Growth Fund Overview
Min. investment
SIP ₹ & Lump. ₹2500000
AUM (Fund size)
₹375 Cr
Lock In Period
N/A
Expense Ratio
1.38
Exit Load
0.25% if redeemed within 1 month
Benchmark
Crisil Liquid Fund Index
IDFC Equity Savings Fund Plan B Growth Calculate Returns
You would have got
Your Investment Amount
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 0.00 | 0.05 | 126.76 |
| 6M | 0.00 | 2.10 | 126.76 |
| 1Y | 0.00 | 4.91 | 126.76 |
| 3Y | 0.00 | 12.88 | 126.76 |
Portfolio Analysis
- Equity:
- Debt:
- Others
As on:
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About Fund IDFC Equity Savings Fund Plan B Growth
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 |
|---|---|---|---|
| WhiteOak Capital Equity Savings Fund Growth | 0 | 273 CR | 3.02 |
| JM Multi Asset Allocation Fund Growth | 0 | 0 CR | |
| The Wealth Company Multi Asset Allocation Fund Growth | 0 | 188 CR | 2.49 |
| IDFC Equity Savings Fund Plan B Growth | 0 | 375 CR | 1.38 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundWhiteOak Capital Equity Savings Fund Growth | 7.2734 | 0 |
| This FundJM Multi Asset Allocation Fund Growth | 0 | 0 |
| This FundThe Wealth Company Multi Asset Allocation Fund Growth | 0 | 0 |
| This FundIDFC Equity Savings Fund Plan B Growth |
IDFC 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.
