Home>Mutual Funds>IDFC Mutual Fund>IDFC Equity Savings Fund Direct IDCW Monthly

IDFC Equity Savings Fund Direct IDCW Monthly

Hybrid
Equity Savings
Moderate Risk
15.79%
1Y return
-0.38% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 20 Sep 2021₹15.17
Min. SIP amount₹100
Rating2star
Fund size₹60.79 Cr

Returns and rankings

Category: Hybrid Equity Savings
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns15.8%9.0%7.8%7.9%
Category average20.4%8.3%8.2%NA
Rank with in category2116NANA
Understand termsinfo

Holdings (47)

NameSectorInstrumentAssets
IDFC Nifty ETF-Growth
FinancialMutual Fund8.9%
Reserve Bank of India
FinancialT-Bills8.2%
FinancialNCD5.4%
Sun Pharmaceutical Industries Ltd.
HealthcareEquity4.2%
EnergyEquity3.9%
TechnologyEquity3.8%
TechnologyEquity3.4%
MetalsEquity3.1%
EnergyEquity2.4%
FinancialEquity2.3%
See All

Expense ratio, exit load and tax

Expense ratio: 1.28%

Inclusive of GST

Exit load

For more than 10% of investments 1% will be charged if redeemed within 1 year

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
Check past data

Minimum investment amounts

Min. for 1st investment₹5,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹100

Fund management

Sachin Relekar
Dec 2020 - Present
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Harshal Joshi
Oct 2016 - Present
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Rajendra Mishra
Apr 2018 - Present
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Fund house & investment objective

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Fund house contact details

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