IDFC Strategic Sector (50-50) Equity Fund - Plan B Growth Return

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

Showing Funds Performance since Sep 07, 2020

IDFC Strategic Sector (50-50) Equity Fund - Plan B Growth Fund Overview

Min. investment

SIP ₹1000 & Lump. ₹5000

AUM (Fund size)

₹12 Cr

Lock In Period

N/A

Expense Ratio

1.3

Exit Load

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

Benchmark

Nifty 50

IDFC Strategic Sector (50-50) Equity 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(%)
1M0.00-0.777.74
6M0.001.8864.49
1Y0.005.16137.57
3Y0.0013.20202.94

Portfolio Analysis

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

About Fund IDFC Strategic Sector (50-50) Equity Fund - Plan B Growth

IDFC Strategic Sector (50-50) Equity Fund - Plan B Growth managed by Bandhan Mutual Fund,is a Equity - Diversifiedscheme with Assets Under Management of ₹12 Crore. The fund benchmarks its performance against the Nifty 50 while maintaining an expense ratio of 1.3. Under the expert guidance of Ankur Arora ,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

Ankur Arora

Mr. Ankur Arora holds Graduate Diploma in Management from IIM Lucknow, B. Com from Guru Nanak Dev University. He has more than seven years of experience in equity market, spread between research and portfolio management. Prior to joining IDFC, he was working with ING Investments Management (India) Pvt. Ltd. as Portfolio Manager - Equities. Prior to that he has worked with Macquarie Capital Securities, Evalueserve.com Pvt Ltd. and UTI Asset Management Co. Pvt. Ltd.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
Nippon India Multi Cap Fund - Institutional Plan Growth010,107 CR0.2
Sundaram Emerging Small Cap - Series III Growth0299 CR1.35
Fund Name1Y3Y
This FundNippon India Multi Cap Fund - Institutional Plan Growth
This FundSundaram Emerging Small Cap - Series III Growth15.667197.535

IDFC Strategic Sector (50-50) Equity Fund - Plan B Growth FAQs

IDFC Strategic Sector (50-50) Equity 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 Strategic Sector (50-50) Equity Fund - Plan B Growth is 1.3. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

IDFC Strategic Sector (50-50) Equity Fund - Plan B Growth’s fund performance is as follows:
  • 1 Month : %
  • 6 Months : %
  • 1 Year : %
  • 3 Years : %
Returns of IDFC Strategic Sector (50-50) Equity 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 Strategic Sector (50-50) Equity 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 Strategic Sector (50-50) Equity Fund - Plan B Growth is ₹12 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in IDFC Strategic Sector (50-50) Equity 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.