IDFC Equity Savings Fund

Plan : Regular | Direct Add to Portfolio Compare
Assets
₹106 Cr
Expense
1.37 %
Turnover
612%
Category
Hybrid - Equity...
Benchmark
I-BEX (I-Sec So...
Underlying Asset Quality
Investment StyleLarge, Green
Different Than Benchmark
100%
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Fund Overview

IDFC Equity Savings Fund - Regular Plan - Growth

Launch Date 09 Jun 2008
Benchmark I-BEX (I-Sec Sovereign Bond Index)
Riskometer Low to Moderate
Turnover 612%
Type Open ended scheme
Return Since Launch 6.68%
Min. Investment ₹5000.00
Min. Additional investment ₹1000.00
Min. SIP ₹100.00
Min. Cheques 6
Min. Withdrawal ₹500.00
Min. Balance ₹100.00
Exit Load 0.00%
Remark Nil upto 10% of investments and 0.25% for remaining investments on or before 7D, Nil after 7D

Investment Objective

To generate income by predominantly investing in arbitrage opportunities in the cash and derivatives segments of the equity markets along with debt and money market instruments and to generate long-term capital appreciation by investing a portion of the Scheme’s assets in equity and equity related instruments.

Managers

Fund Manager Sachin Relekar
Sub Managers Nemish Sheth, Viraj Kulkarni, Harshal Joshi
Puchho Befikar