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IDBI Nifty Junior Index Fund Growth

Other
Index
Very High Risk
45.53%
1Y return
+0.90% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 02 Aug 2021₹29.58
Min. SIP Amount₹500
Rating1star
Fund Size₹52.77 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: Other Index
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns45.5%9.8%11.6%10.5%
Category average48.0%13.9%14.2%NA
Rank with in category388874NA
Understand termsinfo

Holdings (50)

NameSectorInstrumentAssets
Adani Enterprises Ltd.ServicesEquity3.8%
Info Edge (India) Ltd.ServicesEquity3.5%
Apollo Hospitals Enterprise Ltd.HealthcareEquity3.3%
Avenue Supermarts Ltd.ServicesEquity3.3%
Adani Green Energy Ltd.EngineeringEquity3.2%
ICICI Lombard General Insurance Company Ltd.
InsuranceEquity3.1%
Dabur India Ltd.FMCGEquity3.0%
Vedanta Ltd.MetalsEquity3.0%
Godrej Consumer Products Ltd.FMCGEquity3.0%
Pidilite Industries Ltd.ChemicalsEquity3.0%
See All

Pros and cons

Category: Other Index

Pros

  • Exit load is zero
  • 10Y Returns are higher than the category average returns

Cons

  • Asset under management(AUM) is less than 50 Crs. Watch expense ratio when AUM is very low
  • 1Y Returns are lower than the category average returns
  • 3Y Returns are lower than the category average returns
  • 5Y Returns are lower than the category average returns

Expense ratio, exit load and tax

Expense ratio: 0.9%

Inclusive of GST

Exit load

Nil

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

Fund management

Firdaus Marazban Ragina
Oct 2018 - Present
View Details
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Fund house & investment objective

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Fund house contact details

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