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IDBI Equity Savings Fund Growth

Hybrid
Equity Savings
Moderately High Risk
20.35%
1Y return
-0.20% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 05 Aug 2021₹20.38
Min. SIP Amount₹500
Rating2star
Fund Size₹11.26 Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become 0 (0.00%)

Returns and rankings

Category: Hybrid Equity Savings
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns20.4%7.6%6.2%7.1%
Category average20.4%8.3%8.2%NA
Rank with in category1314NANA
Understand termsinfo

Holdings (29)

NameSectorInstrumentAssets
Infosys Ltd.TechnologyEquity9.7%
ICICI Bank Ltd.FinancialEquity9.6%
Bank Of BarodaFinancialAdditional Tier 1 Bo7.3%
Maruti Suzuki India Ltd.AutomobileEquity5.9%
Tata Steel Ltd.MetalsEquity5.3%
Housing Development Finance Corpn. Ltd.FinancialEquity4.9%
HDFC Bank Ltd.FinancialEquity3.3%
Axis Bank Ltd.FinancialEquity2.8%
Avenue Supermarts Ltd.ServicesEquity2.8%
Reliance Industries Ltd.EnergyEquity2.4%
See All

Expense ratio, exit load and tax

Expense ratio: 2.36%

Inclusive of GST

Exit load

Exit load of 1% if redeemed within 12 months. Same for SIP.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Understand termsinfo

Minimum investment amounts

Min. for 1st investment₹5,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹500

Fund management

Uma Venkatraman
Sep 2017 - Present
View Details
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Fund house & investment objective

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Fund house contact details

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