IDFC Equity Savings Fund - Regular Plan - Growth

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Equity Savings NAV 24.39 0.21 26 May, 2022
IDFC Equity Savings Fund - Regular Plan - Growth was previously known as

IDFC EQUITY SAVINGS FUND-REGULAR PLAN-GROWTH

Fund Details

Category Equity Savings
Fund Type
Investment Plan Growth
Launch Date 09 June, 2008
Benchmark CRISIL Liquid (70), NIFTY 50 Total Return (30)
Asset Size(Cr) 97.73 (As on 31-03-2022)
Turn over 34.00%
Min Investment ₹ 5000
Min SIP Investment ₹ 1000
Min Addl Investment ₹ 1000
Exit Load For units in excess of 10% of the investment,0.25% will be charged for redemption within 7 days
Expense Ratio 1.36% (As on 31-03-2022)
Fund Manager Yogik Pitti,Harshal Joshi,Sachin Relekar,Nemish Sheth

Investment Returns (As on 26 May, 2022)

Duration Returns Benchmark Category
1 W 0.33% -0.57% -0.31%
1 M -1.45% -0.65% 0.26%
3 M -0.89% -0.23% -0.05%
6 M -1.01% -6.15% -1.06%
1 Y 4.1% 17.63% 8.82%
2 Y 13.14% 36.94% 15.8%
3 Y 6.29% 14.5% 8.4%
5 Y 5.8% 14.17% 7.09%

Risk Mesasures (As on 26 May, 2022)

Std Dev Sharpe Beta Alpha
Fund 0.98 0.46 -5.27 1.51
Benchmark 0 0 0 0
Returns Compare with Others
  • 1Y
  • 3Y
  • 5Y

Portfolio (As on 28 Feb, 2022)

Assets Allocation

Sector Holdings
Others 47.25%

Return Calculator

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Disclaimer: Above returns are calculated on the basis of historical NAV movement for the selected period. However, historical performance does not guarantee future returns. Investors must take investment decisions based on his/her own requirements.

Peer Comparison

Fund Name 1 Yr Rtn. 3 Yr Rtn. 5 Yr Rtn.
IDFC Equity Savings Fund - Regular Plan - Growth 4.1% 6.29% 5.8%
SBI Equity Savings Fund - Regular Plan - Growth 3.96% 8.7% 7.3%
HDFC Equity Savings Fund - GROWTH PLAN 5.78% 8.27% 7.33%
Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth 0.61% 6.78% 5.44%
Nippon India Equity Savings Fund- Growth Plan- Growth Option 4.09% -1.45% 0.55%

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