Return
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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 03,2026 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 -2.06% and a category best of 5.85%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 0.00 | -2.06 | 5.85 |
| 6M | 0.00 | 0.59 | 15.17 |
| 1Y | 0.00 | 4.38 | 26.37 |
| 3Y | 0.00 | 12.28 | 88.25 |
Portfolio Analysis
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- Debt:
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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.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundInvesco India Flexi Cap Fund Growth | 2 | 4679.85 CR | 1.84 |
| This FundITI Flexi Cap Fund Growth | 0 | 1266.92 CR | 1.97 |
| This FundBank of India Flexi Cap Fund Growth | 4 | 2186.49 CR | 1.98 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundInvesco India Flexi Cap Fund Growth | -2.6586 | 57.6321 |
| This FundITI Flexi Cap Fund Growth | 3.1684 | 64.4816 |
| This FundBank of India Flexi Cap Fund Growth | 3.6566 | 72.3044 |
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%
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