IDFC Flexi Cap Fund - Plan B Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
Sensex:
BankFD:

Showing Funds Performance since Sep 07, 2020

IDFC Flexi Cap Fund - Plan B Growth Fund Overview

Min. investment

SIP ₹2000 & Lump. ₹25000

AUM (Fund size)

₹6,065 Cr

Lock In Period

N/A

Expense Ratio

2.19

Exit Load

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

Benchmark

BSE 500

IDFC Flexi Cap Fund - Plan B Growth Calculate Returns

You would have got

close_grey_icon
No Data Found
Your Investment Amount
  • 1
  • 2
  • 3
  • 4
  • 5

Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.00-1.235.85
6M0.002.4117.82
1Y0.003.5923.69
3Y0.0012.3888.25

Portfolio Analysis

  • Equity:
  • Debt:
  • Others
As on:
View allocation % by
No Data Found
No Data Found

About Fund IDFC Flexi Cap Fund - Plan B Growth

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
Invesco India Flexi Cap Fund Growth25,467 CR1.99
ITI Flexi Cap Fund Growth21,467 CR2.42
Bank of India Flexi Cap Fund Growth32,953 CR2.27
Fund Name1Y3Y
This FundInvesco India Flexi Cap Fund Growth1.771857.3731
This FundITI Flexi Cap Fund Growth12.886357.9526
This FundBank of India Flexi Cap Fund Growth13.07462.9848

IDFC Flexi Cap Fund - Plan B Growth 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.