Groww Logo
Home>Mutual Funds>IDFC Mutual Fund>IDFC Equity Savings Fund Regular Growth

IDFC Equity Savings Fund Regular Growth

Hybrid
Equity Savings
Low to Moderate Risk
8.39%
3Y annualised
-0.20% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 20 Jan 2022₹24.95
Min. SIP amountNA
Rating1
Fund size₹82.59Cr

Returns and rankings

Category: Hybrid Equity Savings
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns8.5%8.4%6.6%6.9%
Category average20.4%8.3%8.2%NA
Rank with in category1917NANA
Understand terms

Holdings (47)

NameSectorInstrumentAssets
Reserve Bank of India
FinancialT-Bills6.0%
AutomobileEquity4.2%
FinancialNCD3.9%
TechnologyEquity3.7%
Consumer DurableEquity3.7%
IDFC Cash Fund - Direct Plan
FinancialMutual Fund3.6%
HealthcareEquity3.4%
TechnologyEquity3.1%
FinancialEquity2.9%
ChemicalsEquity2.9%
See All

Expense ratio, exit load and tax

Expense ratio: 1.35%

Inclusive of GST

Exit load

For units in excess of 10% of the investment, 0.25% will be charged for redemption within 7 days

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 terms
Check past data

Minimum investment amounts

Min. for 1st investmentNA
Min. for 2nd investment onwardsNA
Min. for SIPNA

Fund management

Sachin Relekar
Dec 2020 - Present
View details
Harshal Joshi
Oct 2016 - Present
View details

Fund house & investment objective

Fund house contact details

Compare funds

IDFC Equity Savings Fund Regular Growth
VS
Add mutual fund to compare

FAQs

How to Invest in IDFC Equity Savings Fund Regular Growth
What kind of returns does IDFC Equity Savings Fund Regular Growth provide?
How much expense ratio is charged by IDFC Equity Savings Fund Regular Growth?
What is the AUM of IDFC Equity Savings Fund Regular Growth?
How to Redeem IDFC Equity Savings Fund Regular Growth?
Can I invest in SIP and Lump Sum of IDFC Equity Savings Fund Regular Growth?
What is the NAV of IDFC Equity Savings Fund Regular Growth?
What is the PE and PB ratio of IDFC Equity Savings Fund Regular Growth?
Loading...
ⓒ 2016-2022 Groww. All rights reserved, Built with in India
MOST POPULAR ON GROWWVERSION - 2.1.5
STOCK MARKET INDICES:  S&P BSE SENSEX |  S&P BSE 100 |  NIFTY 100 |  NIFTY 50 |  NIFTY MIDCAP 100 |  NIFTY BANK |  NIFTY NEXT 50
MUTUAL FUNDS COMPANIES:  ICICI PRUDENTIAL |  HDFC |  NIPPON INDIA |  ADITYA BIRLA SUN LIFE |  SBI |  UTI |  FRANKLIN TEMPLETON |  KOTAK MAHINDRA |  IDFC |  DSP |  AXIS |  TATA |  L&T |  SUNDARAM |  PGIM |  INVESCO |  LIC |  JM FINANCIAL |  BARODA PIONEER |  CANARA ROBECO |  HSBC |  IDBI |  INDIABULLS |  MOTILAL OSWAL |  BNP PARIBAS |  MIRAE ASSET |  PRINCIPAL |  BOI AXA |  UNION KBC |  TAURUS |  EDELWEISS |  NAVI |  MAHINDRA |  QUANTUM |  PPFAS |  IIFL |  Quant |  SHRIRAM |  SAHARA |  ITI