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Return

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  • 1Y
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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹2000 & Lump. ₹25000

AUM (Fund size)

₹6,065 Cr

Lock In Period

N/A

Expense Ratio

2.19

Benchmark

BSE 500

Exit Load

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

Summary

Latest details for IDFC Flexi Cap Fund - Plan B Growth include a ₹ NAV as of Apr 23,2026 and returns since inception of --%. Minimum investments start at SIP ₹2000. The IDFC Flexi Cap Fund - Plan B Growth AUM is ₹6,065 Cr, with a lock-in of N/A years, expense ratio of 2.19%, and benchmark BSE 500. Exit load is - 1% of the applicable NAV if redeemed / switched out within 365 days from the date of allotment.. In the growth review for 1M Month/Year, the fund recorded 0.00% returns, against a category average of 2.00% and a category best of 11.22%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.002.0011.22
6M0.001.8515.17
1Y0.006.0026.37
3Y0.0016.9195.05

Portfolio Analysis

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About Fund

IDFC Flexi Cap Fund - Plan B Growth managed by Bandhan Mutual Fund,is a Flexi-Capscheme with Assets Under Management of ₹6,065 Crore. The fund benchmarks its performance against the BSE 500 while maintaining an expense ratio of 2.19. Under the expert guidance of Punam 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

Punam Sharma

Ms. Punam holds B.Sc- Non Medical and MBA - Finance. She has over 8 years experience in research, co-ordinating details on products and markets for the sales team. In the last assignment with Kotak Mahindra Asset Management Company she was responsible.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
This FundWhiteOak Capital Flexi Cap Fund Growth36890.27 CR1.79
This FundICICI Prudential Flexicap Fund Growth418458.16 CR1.69
This FundInvesco India Flexi Cap Fund Growth24202.43 CR1.85
This FundITI Flexi Cap Fund Growth01133.99 CR2
This FundBank of India Flexi Cap Fund Growth42033.61 CR1.98
Fund Name1Y3Y
This FundWhiteOak Capital Flexi Cap Fund Growth5.404469.6116
This FundICICI Prudential Flexicap Fund Growth10.262371.4539
This FundInvesco India Flexi Cap Fund Growth3.835176.2877
This FundITI Flexi Cap Fund Growth9.17276.9733
This FundBank of India Flexi Cap Fund Growth12.888286.7934

FAQs

IDFC Flexi Cap 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 Flexi Cap Fund - Plan B Growth is 2.19. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

IDFC Flexi Cap Fund - Plan B Growth’s fund performance is as follows:
  • 1 Month : 0.00%
  • 6 Months : 0.00%
  • 1 Year : 0.00%
  • 3 Years : 0.00%
Returns of IDFC Flexi Cap 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 Flexi Cap 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 Flexi Cap Fund - Plan B Growth is ₹6,065 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in IDFC Flexi Cap 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