How to Invest in IDFC Equity Savings Fund Regular IDCW Monthly?

You can easily invest in IDFC Equity Savings Fund Regular IDCW Monthly in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps: Log on to your Groww account Search for IDFC Equity Savings Fund Regular IDCW Monthly from the search box In order to invest, you will have to complete all the KYC formalities which are completely online and paperless and take a few minutes to complete Once you are done with that, you can start investing in IDFC Equity Savings Fund Regular IDCW Monthly as SIP or lumpsum as per your investment objective and risk tolerance

What kind of returns does IDFC Equity Savings Fund Regular IDCW Monthly provide?

The IDFC Equity Savings Fund Regular IDCW Monthly has been there from 09 Jun 2008 and the average annual returns provided by this fund is 2.43% since its inception.

How much expense ratio is charged by IDFC Equity Savings Fund Regular IDCW Monthly?

The term Expense Ratio used for IDFC Equity Savings Fund Regular IDCW Monthly or any other mutual fund is the annual charges one needs to pay to the Mutual Fund company for managing your investments in that fund. The Expense Ratio of IDFC Equity Savings Fund Regular IDCW Monthly is 1.37% as of 30 Jan 2023...

What is the AUM of IDFC Equity Savings Fund Regular IDCW Monthly?

The AUM, short for Assets Under Management of IDFC Equity Savings Fund Regular IDCW Monthly is ₹100.38Cr as of 30 Jan 2023.

How to Redeem IDFC Equity Savings Fund Regular IDCW Monthly?

If you want to sell your IDFC Equity Savings Fund Regular IDCW Monthly holdings, go to your holding on the app or web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.

Can I invest in SIP and Lump Sum of IDFC Equity Savings Fund Regular IDCW Monthly?

You can select either SIP or Lumpsum investment of IDFC Equity Savings Fund Regular IDCW Monthly based on your investment objective and risk tolerance.

What is the NAV of IDFC Equity Savings Fund Regular IDCW Monthly?

The NAV of IDFC Equity Savings Fund Regular IDCW Monthly is ₹14.05 as of 27 Jan 2023.

What is the PE and PB ratio of IDFC Equity Savings Fund Regular IDCW Monthly?

The PE ratio ratio of IDFC Equity Savings Fund Regular IDCW Monthly is determined by dividing the market price by its earnings per share and the PB ratio of the same is evaluated by dividing the stock price per share by its book value per share (BVPS).

IDFC Equity Savings Fund Regular IDCW Monthly - NAV, Mutual Fund Performance & Portfolio

IDFC Equity Savings Fund Regular IDCW Monthly
Hybrid
Equity Savings
Low to Moderate Risk
6.56%
3Y annualised
-0.21% 1D
1M
6M
1Y
3Y
5Y
All
 NAV: 27 Jan 2023₹14.05
Min. SIP amountNot Supported
Rating3
Fund size₹100.38Cr
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Understand termsAnnualised returnsAverage of the yearly returns of a mutual fund over a given period.
Absolute returnsThe total return of a mutual fund over a given period.
Returns and rankingsCategory: Hybrid Equity Savings
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns2.4%6.6%6.0%6.6%
Category average2.7%7.6%6.1%NA
Rank with in category1218NANA
Understand terms
Holdings (45)NameSectorInstrumentAssets
IDFC Cash Fund - Direct Plan
FinancialMutual Fund8.3%
Tata Consultancy Services Ltd.TechnologyEquity4.5%
Reliance Industries Ltd.EnergyEquity4.1%
Indusind Bank Ltd.FinancialEquity4.0%
Bajaj Finance Ltd.FinancialEquity4.0%
Axis Bank Ltd.FinancialEquity3.4%
Tata Motors Ltd.AutomobileEquity3.4%
Sun Pharmaceutical Industries Ltd.HealthcareEquity3.3%
REC Ltd.FinancialNCD3.1%
Titan Company Ltd.Consumer DiscretionaryEquity3.1%
See All
Understand termsExpense ratioA fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company’s fund assets used for administrative, management, advertising, and other expenses.
TaxA percentage of your capital gains payable to the government upon exiting your mutual fund investments. Taxation is categorized as long-term capital gains (LTCG) and short-term capital gains (STCG) depending on your holding period and the type of fund.
Exit loadA fee payable to a mutual fund house for exiting a fund (fully or partially) before the completion of a specified period from the date of investment.
Stamp dutyA form of tax payable for the purchase or sale of an asset or security. 
Past expense ratio & exit load
Expense ratio
Exit load
31 Dec 2022 - Present
1.37%
31 Dec 2022 - 31 Dec 2022
1.37%
30 Nov 2022 - 31 Dec 2022
1.37%
30 Nov 2022 - 30 Nov 2022
1.37%
30 Nov 2022 - 30 Nov 2022
1.37%
31 Oct 2022 - 30 Nov 2022
1.37%
31 Oct 2022 - 31 Oct 2022
1.37%
31 Oct 2022 - 31 Oct 2022
1.37%
31 Oct 2022 - 31 Oct 2022
1.37%
30 Sep 2022 - 31 Oct 2022
1.37%
30 Sep 2022 - 30 Sep 2022
1.37%
30 Sep 2022 - 30 Sep 2022
1.37%
31 Aug 2022 - 30 Sep 2022
1.37%
31 Aug 2022 - 31 Aug 2022
1.37%
31 Jul 2022 - 31 Aug 2022
1.37%
31 Jul 2022 - 31 Jul 2022
1.37%
30 Jun 2022 - 31 Jul 2022
1.37%
30 Jun 2022 - 30 Jun 2022
1.37%
31 May 2022 - 30 Jun 2022
1.37%
31 May 2022 - 31 May 2022
1.37%
30 Apr 2022 - 31 May 2022
1.36%
30 Apr 2022 - 30 Apr 2022
1.36%
31 Mar 2022 - 30 Apr 2022
1.36%
31 Mar 2022 - 31 Mar 2022
1.36%
28 Feb 2022 - 31 Mar 2022
1.36%
28 Feb 2022 - 28 Feb 2022
1.36%
31 Jan 2022 - 28 Feb 2022
1.35%
31 Dec 2021 - 31 Jan 2022
1.35%
30 Nov 2021 - 31 Dec 2021
1.37%
31 Oct 2021 - 30 Nov 2021
1.37%
30 Sep 2021 - 31 Oct 2021
2.33%
31 Aug 2021 - 30 Sep 2021
2.34%
31 Jul 2021 - 31 Aug 2021
2.34%
30 Jun 2021 - 31 Jul 2021
2.34%
31 May 2021 - 30 Jun 2021
2.34%
30 Apr 2021 - 31 May 2021
2.35%
31 Mar 2021 - 30 Apr 2021
2.40%
28 Feb 2021 - 31 Mar 2021
2.34%
31 Jan 2021 - 28 Feb 2021
2.35%
31 Dec 2020 - 31 Jan 2021
2.35%
30 Nov 2020 - 31 Dec 2020
2.48%
31 Oct 2020 - 30 Nov 2020
2.48%
30 Sep 2020 - 31 Oct 2020
2.48%
31 Aug 2020 - 30 Sep 2020
2.48%
31 Jul 2020 - 31 Aug 2020
2.48%
30 Jun 2020 - 31 Jul 2020
2.48%
31 May 2020 - 30 Jun 2020
2.48%
30 Apr 2020 - 31 May 2020
2.48%
31 Mar 2020 - 30 Apr 2020
2.48%
29 Feb 2020 - 31 Mar 2020
2.22%
31 Jan 2020 - 29 Feb 2020
2.22%
31 Dec 2019 - 31 Jan 2020
2.23%
30 Nov 2019 - 31 Dec 2019
2.23%
31 Oct 2019 - 30 Nov 2019
2.19%
30 Sep 2019 - 31 Oct 2019
2.19%
31 Aug 2019 - 30 Sep 2019
2.18%
31 Jul 2019 - 31 Aug 2019
2.18%
30 Jun 2019 - 31 Jul 2019
2.18%
31 May 2019 - 30 Jun 2019
2.17%
30 Apr 2019 - 31 May 2019
2.17%
31 Mar 2019 - 30 Apr 2019
1.43%
28 Feb 2019 - 31 Mar 2019
1.39%
31 Jan 2019 - 28 Feb 2019
1.59%
31 Dec 2018 - 31 Jan 2019
2.51%
30 Nov 2018 - 31 Dec 2018
2.51%
31 Oct 2018 - 30 Nov 2018
2.46%
30 Sep 2018 - 31 Oct 2018
2.46%
31 Aug 2018 - 30 Sep 2018
2.46%
31 Jul 2018 - 31 Aug 2018
2.46%
30 Jun 2018 - 31 Jul 2018
2.45%
31 May 2018 - 30 Jun 2018
2.12%
30 Apr 2018 - 31 May 2018
1.10%
31 Mar 2018 - 30 Apr 2018
1.10%
28 Feb 2018 - 31 Mar 2018
1.03%
31 Jan 2018 - 28 Feb 2018
1.03%
31 Dec 2017 - 31 Jan 2018
1.03%
30 Nov 2017 - 31 Dec 2017
1.03%
31 Oct 2017 - 30 Nov 2017
1.06%
Expense ratio, exit load and taxExpense ratio: 1.37%Inclusive of GST
Exit loadFor units in excess of 10% of the investment, 0.25% will be charged for redemption within 7 days
Stamp duty0.005% (from July 1st, 2020)
Tax implicationReturns 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 amountsMin. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported
Fund managementSachin Relekar
Dec 2020 - Present
View details
Education
Mr. Relekar is an MMS(Finance) from Jamnalal Bajaj Institute of Management Studies Mumbai and B.E (Mechanical) from K.E.S. College of Engineering Islampur.
Experience
Prior to joining IDFC AMC he has worked with LIC Mutual Fund, Tata AMC, CD Equity Search, Innovision Consulting and Tech Pacific India.
Also manages these schemes
LIC MF Unit Linked Insurance Scheme
LIC MF Large Cap Fund IDCW
LIC MF Tax Plan IDCW
LIC MF Tax Plan Growth
LIC MF Large Cap Fund Growth
LIC MF Infrastructure Fund Growth
LIC MF Infrastructure Fund IDCW
IDFC Flexi Cap Fund Regular Growth
IDFC Flexi Cap Fund Regular IDCW
IDFC Large Cap Fund Regular Growth
IDFC Large Cap Fund Regular IDCW
IDFC Equity Savings Fund Regular IDCW Monthly
IDFC Equity Savings Fund Regular Growth
IDFC Asset Allocation Conservative Regular Growth
IDFC Asset Allocation Conservative Regular IDCW
IDFC Asset Allocation Moderate Regular Growth
IDFC Asset Allocation Moderate Regular IDCW
IDFC Asset Allocation Aggressive Regular IDCW
IDFC Asset Allocation Aggressive Regular Growth
IDFC Infrastructure Fund Regular Growth
IDFC Infrastructure Fund Regular IDCW
IDFC Flexi Cap Fund Direct IDCW
IDFC Flexi Cap Fund Direct Growth
IDFC Infrastructure Direct Plan IDCW
IDFC Infrastructure Direct Plan Growth
IDFC Equity Savings Fund Direct IDCW Monthly
IDFC Equity Savings Fund Direct Growth
IDFC Large Cap Fund Direct IDCW
IDFC Large Cap Fund Direct Growth
IDFC Asset Allocation Aggressive Direct Plan IDCW
IDFC Asset Allocation Aggressive Direct Plan Growth
IDFC Asset Allocation Conservative Direct Growth
IDFC Asset Allocation Conservative Direct IDCW
IDFC Asset Allocation Moderate Direct IDCW
IDFC Asset Allocation Moderate Direct Growth
LIC MF Unit Linked Insurance Scheme Direct IDCW
LIC MF Large Cap Fund Direct Growth
LIC MF Large Cap Fund Direct IDCW
LIC MF Tax Direct Plan IDCW
LIC MF Tax Direct Plan Growth
LIC MF Infrastructure Fund Direct IDCW
LIC MF Infrastructure Fund Direct Growth
IDFC Balanced Advantage Fund Regular IDCW
IDFC Balanced Advantage Fund Direct Growth
IDFC Balanced Advantage Fund Direct IDCW
IDFC Balanced Advantage Fund Regular Growth
IDFC Equity Savings Fund Direct IDCW Yearly
IDFC Equity Savings Fund Regular IDCW Yearly
LIC MF Large & Mid Cap Fund Direct IDCW
LIC MF Large & Mid Cap Fund Direct Growth
LIC MF Large & Mid Cap Fund Regular Growth
LIC MF Large & Mid Cap Fund Regular IDCW
LIC MF Dual Advantage Fixed Term Plan Series I Regular Growth
LIC MF Dual Advantage Fixed Term Plan Series 2 Direct Growth
LIC MF Dual Advantage Fixed Term Plan Series 2 Regular Growth
LIC MF Dual Advantage Fixed Term Plan Series 3 Direct Growth
LIC MF Dual Advantage Fixed Term Plan Series 3 Regular Growth
LIC MF Nifty 50 ETF IDCW
LIC MF S&P BSE Sensex ETF Growth
LIC MF Nifty 100 ETF Growth
IDFC Equity Opportunity Series 4 Regular Growth
IDFC Equity Opportunity Series 4 Direct IDCW
IDFC Equity Opportunity Series 4 Regular IDCW
IDFC Equity Opportunity Series 4 Direct Growth
IDFC Equity Savings Fund Direct IDCW Quarterly
IDFC Equity Savings Fund Regular IDCW Quarterly
IDFC Midcap Fund Direct IDCW
IDFC Midcap Fund Regular Growth
IDFC Midcap Fund Regular IDCW
IDFC Midcap Fund Direct Growth
Harshal Joshi
Oct 2016 - Present
View details
Education
Mr. Joshi is PGDBM from N.L. Dalmia Institute of Management Studies and Research, Mumbai
Experience
Prior to joining IDFC Mutual fund in 2008 he has worked with ICAP India Pvt. Ltd.
Also manages these schemes
IDFC All Seasons Bond Fund Regular IDCW Quarterly
IDFC All Seasons Bond Fund Regular Growth
IDFC All Seasons Bond Fund Regular IDCW Half Yearly
IDFC All Seasons Bond Fund Regular IDCW Yearly
IDFC Low Duration Fund Regular Growth
IDFC Low Duration Fund Regular IDCW Daily
IDFC Low Duration Fund Regular IDCW Weekly
IDFC Low Duration Fund Regular IDCW Monthly
IDFC Government Securities Fund Constant Maturity Regular IDCW Monthly
IDFC Government Securities Fund Constant Maturity Regular IDCW Quarterly
IDFC Money Manager Fund Regular IDCW Daily
IDFC Cash Regular Growth
IDFC Cash Regular IDCW Weekly
IDFC Cash Regular IDCW Daily
IDFC Cash Regular IDCW Monthly
IDFC Money Manager Fund Regular IDCW Weekly
IDFC Government Securities Fund Constant Maturity Regular Growth
IDFC Money Manager Fund Regular Growth
IDFC Money Manager Fund Regular IDCW Monthly
IDFC Arbitrage Fund Regular Growth
IDFC Arbitrage Fund Regular IDCW Monthly
IDFC Equity Savings Fund Regular IDCW Monthly
IDFC Equity Savings Fund Regular Growth
IDFC Government Securities Fund Constant Maturity Regular IDCW Weekly
IDFC Regular Savings Fund Regular IDCW Monthly
IDFC Regular Savings Fund Regular Growth
IDFC Regular Savings Fund Regular IDCW Quarterly
IDFC Cash Regular IDCW
IDFC All Seasons Bond Fund Regular IDCW Fortnightly
IDFC Low Duration Fund Regular IDCW
IDFC Low Duration Fund Regular IDCW Quarterly
IDFC All Seasons Bond Fund Regular IDCW Weekly
IDFC All Seasons Bond Fund Regular IDCW Daily
IDFC Cash Direct Plan IDCW
IDFC Cash Direct Plan Growth
IDFC Cash Direct Plan IDCW Monthly
IDFC Cash Direct Plan IDCW Daily
IDFC Cash Direct Plan IDCW Weekly
IDFC Low Duration Fund Direct IDCW Daily
IDFC Low Duration Fund Direct IDCW Quarterly
IDFC Low Duration Fund Direct IDCW
IDFC Low Duration Fund Direct Growth
IDFC Low Duration Fund Direct IDCW Monthly
IDFC Low Duration Fund Direct IDCW Weekly
IDFC Money Manager Fund Direct IDCW Daily
IDFC Money Manager Fund Direct Growth
IDFC Money Manager Fund Direct IDCW Monthly
IDFC Money Manager Fund Direct IDCW Weekly
IDFC Government Securities Fund Constant Maturity Direct Growth
IDFC Government Securities Fund Constant Maturity Direct IDCW Quarterly
IDFC Government Securities Fund Constant Maturity Direct IDCW Weekly
IDFC Government Securities Fund Constant Maturity Direct IDCW Monthly
IDFC All Seasons Bond Fund Direct IDCW Yearly
IDFC All Seasons Bond Fund Direct IDCW Daily
IDFC All Seasons Bond Fund Direct Growth
IDFC All Seasons Bond Fund Direct IDCW Half Yearly
IDFC All Seasons Bond Fund Direct IDCW Weekly
IDFC All Seasons Bond Fund Direct IDCW Quarterly
IDFC All Seasons Bond Fund Direct IDCW Fortnightly
IDFC Arbitrage Fund Direct Growth
IDFC Arbitrage Fund Direct IDCW Monthly
IDFC Equity Savings Fund Direct IDCW Monthly
IDFC Equity Savings Fund Direct Growth
IDFC Regular Savings Fund Direct Plan IDCW Monthly
IDFC Regular Savings Fund Direct Plan Growth
IDFC Regular Savings Fund Direct Plan IDCW Quarterly
IDFC Money Manager Fund Direct IDCW Periodic
IDFC Money Manager Fund Regular IDCW Periodic
IDFC Government Securities Fund Constant Maturity Direct IDCW Periodic
IDFC Government Securities Fund Constant Maturity Regular IDCW Periodic
IDFC All Seasons Bond Fund Direct IDCW Periodic
IDFC All Seasons Bond Fund Regular IDCW Periodic
IDFC Arbitrage Fund Direct IDCW Yearly
IDFC Arbitrage Fund Regular IDCW Yearly
IDFC Equity Savings Fund Direct IDCW Yearly
IDFC Equity Savings Fund Regular IDCW Yearly
IDFC Cash Plan Unclaimed IDCW Upto 3 yrs
IDFC Cash Plan Unclaimed IDCW Above 3 yrs
IDFC Cash Plan Unclaimed Redemption Upto 3 Yrs
IDFC Cash Plan Unclaimed Redemption Above 3 Yrs
IDFC Hybrid Equity Fund Regular Growth
IDFC Hybrid Equity Fund Direct Growth
IDFC Hybrid Equity Fund Direct IDCW
IDFC Hybrid Equity Fund Regular IDCW
IDFC Fixed Term Plan Series 140 Direct Growth
IDFC Equity Savings Fund Direct IDCW Quarterly
IDFC Equity Savings Fund Regular IDCW Quarterly
IDFC Fixed Term Plan Series 149 Direct Growth
IDFC Ultra Short Term Fund Regular Growth
IDFC Ultra Short Term Fund Regular IDCW Daily
IDFC Ultra Short Term Fund Direct Growth
IDFC Ultra Short Term Fund Direct IDCW Daily
IDFC Ultra Short Term Fund Regular IDCW Weekly
IDFC Ultra Short Term Fund Direct IDCW Quarterly
IDFC Ultra Short Term Fund Regular IDCW
IDFC Ultra Short Term Fund Direct IDCW Monthly
IDFC Ultra Short Term Fund Direct IDCW
IDFC Fixed Term Plan Series 160 Direct Growth
IDFC Overnight Fund Direct IDCW Monthly
IDFC Overnight Fund Direct IDCW
IDFC Overnight Fund Regular IDCW Monthly
IDFC Overnight Fund Regular IDCW
IDFC Overnight Fund Regular Growth
IDFC Overnight Fund Regular IDCW Daily
IDFC Overnight Fund Regular IDCW Weekly
IDFC Overnight Fund Direct IDCW Daily
IDFC Overnight Fund Direct Growth
IDFC Overnight Fund Direct IDCW Weekly
IDFC Fixed Term Plan Series 177 Direct Growth
IDFC Fixed Term Plan Series 177 Regular Growth
IDFC Fixed Term Plan Series 178 Regular Growth
IDFC CRISIL IBX Gilt June 2027 Index Fund Regular Growth
IDFC CRISIL IBX Gilt June 2027 Index Fund Regular IDCW
IDFC CRISIL IBX Gilt June 2027 Index Fund Direct IDCW
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IDFC CRISIL IBX Gilt April 2028 Index Fund Regular IDCW
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IDFC US Equity FoF Direct IDCW
IDFC US Equity FoF Regular Growth
IDFC Multi Cap Fund Regular IDCW
IDFC Multi Cap Fund Direct Growth
IDFC Multi Cap Fund Direct IDCW
IDFC Multi Cap Fund Regular Growth
IDFC Midcap Fund Direct IDCW
IDFC Midcap Fund Regular Growth
IDFC Midcap Fund Regular IDCW
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IDFC Transportation and Logistics Fund Regular Growth
IDFC Transportation and Logistics Fund Regular IDCW
IDFC Transportation and Logistics Fund Direct IDCW
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IDFC CRISIL IBX 90:10 SDL Plus Gilt November 2026 Index Fund Direct Growth
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IDFC CRISIL IBX 90:10 SDL Plus Gilt April 2032 Index Fund Direct Growth
IDFC CRISIL IBX 90:10 SDL Plus Gilt April 2032 Index Fund Direct IDCW
IDFC CRISIL IBX 90:10 SDL Plus Gilt April 2032 Index Fund Regular Growth
IDFC CRISIL IBX 90:10 SDL Plus Gilt April 2032 Index Fund Regular IDCW
IDFC CRISIL IBX 90:10 SDL Plus Gilt September 2027 Index Fund Direct Growth
IDFC CRISIL IBX 90:10 SDL Plus Gilt September 2027 Index Fund Direct IDCW
IDFC CRISIL IBX 90:10 SDL Plus Gilt September 2027 Index Fund Growth
IDFC CRISIL IBX 90:10 SDL Plus Gilt September 2027 Index Fund IDCW
Viraj Kulkarni
Jul 2022 - Present
View details
Education
Mr. Kulkarni is a B.Tech. (Electronics), CFA and also holds a PGDM (Finance).
Experience
Prior to joining IDFC AMC he was associated with Franklin Templeton Asset Management (India) Pvt. Ltd. (May 2014-Sept. 2015) and Goldman Sachs Services India (June 2010-May 2012).
Also manages these schemes
IDFC Equity Savings Fund Regular IDCW Monthly
IDFC Equity Savings Fund Regular Growth
IDFC Asset Allocation Conservative Regular Growth
IDFC Asset Allocation Conservative Regular IDCW
IDFC Asset Allocation Moderate Regular Growth
IDFC Asset Allocation Moderate Regular IDCW
IDFC Asset Allocation Aggressive Regular IDCW
IDFC Asset Allocation Aggressive Regular Growth
IDFC Regular Savings Fund Regular IDCW Monthly
IDFC Regular Savings Fund Regular Growth
IDFC Regular Savings Fund Regular IDCW Quarterly
IDFC Equity Savings Fund Direct IDCW Monthly
IDFC Equity Savings Fund Direct Growth
IDFC Asset Allocation Aggressive Direct Plan IDCW
IDFC Asset Allocation Aggressive Direct Plan Growth
IDFC Asset Allocation Conservative Direct Growth
IDFC Asset Allocation Conservative Direct IDCW
IDFC Asset Allocation Moderate Direct IDCW
IDFC Asset Allocation Moderate Direct Growth
IDFC Regular Savings Fund Direct Plan IDCW Monthly
IDFC Regular Savings Fund Direct Plan Growth
IDFC Regular Savings Fund Direct Plan IDCW Quarterly
IDFC Equity Savings Fund Direct IDCW Yearly
IDFC Equity Savings Fund Regular IDCW Yearly
IDFC Hybrid Equity Fund Regular Growth
IDFC Hybrid Equity Fund Direct Growth
IDFC Hybrid Equity Fund Direct IDCW
IDFC Hybrid Equity Fund Regular IDCW
IDFC Equity Opportunity Series 4 Regular Growth
IDFC Equity Opportunity Series 4 Direct IDCW
IDFC Equity Opportunity Series 4 Regular IDCW
IDFC Equity Opportunity Series 4 Direct Growth
IDFC Equity Savings Fund Direct IDCW Quarterly
IDFC Equity Savings Fund Regular IDCW Quarterly
IDFC Ultra Short Term Fund Regular Growth
IDFC Ultra Short Term Fund Regular IDCW Daily
IDFC Ultra Short Term Fund Direct Growth
IDFC Ultra Short Term Fund Direct IDCW Daily
IDFC Ultra Short Term Fund Regular IDCW Weekly
IDFC Ultra Short Term Fund Direct IDCW Quarterly
IDFC Ultra Short Term Fund Regular IDCW
IDFC Ultra Short Term Fund Direct IDCW Monthly
IDFC Ultra Short Term Fund Direct IDCW
IDFC Fixed Term Plan Series 160 Direct Growth
IDFC Fixed Term Plan Series 177 Direct Growth
IDFC Fixed Term Plan Series 177 Regular Growth
IDFC Fixed Term Plan Series 178 Regular Growth
IDFC Emerging Businesses Fund Direct IDCW
IDFC Emerging Businesses Fund Regular Growth
IDFC Emerging Businesses Fund Regular IDCW
IDFC Emerging Businesses Fund Direct Growth
IDFC Floating Rate Fund Regular Growth
IDFC Floating Rate Fund Regular IDCW Quarterly
IDFC Floating Rate Fund Regular IDCW Monthly
IDFC Floating Rate Fund Regular IDCW Weekly
IDFC Floating Rate Fund Regular IDCW Periodic
IDFC Floating Rate Fund Regular IDCW Daily
IDFC Floating Rate Fund Direct Growth
IDFC Floating Rate Fund Direct IDCW Quarterly
IDFC Floating Rate Fund Direct IDCW Monthly
IDFC Floating Rate Fund Direct IDCW Daily
IDFC Floating Rate Fund Direct IDCW Periodic
IDFC Floating Rate Fund Direct IDCW Weekly
IDFC Floating Rate Fund Direct IDCW Yearly
IDFC Floating Rate Fund Regular IDCW Yearly
IDFC US Equity FoF Regular IDCW
IDFC US Equity FoF Direct Growth
IDFC US Equity FoF Direct IDCW
IDFC US Equity FoF Regular Growth
Nemish Sheth
Nov 2021 - Present
View details
Education
Mr. Sheth is a B.Com, PGDM(FINANCE)
Experience
Prior to joining IDFC AMC, he has worked with Nippon Life India Asset Management Ltd. and ICICI Prudential Asset Management Company Ltd.
Also manages these schemes
IDFC Arbitrage Fund Regular Growth
IDFC Arbitrage Fund Regular IDCW Monthly
IDFC Equity Savings Fund Regular IDCW Monthly
IDFC Equity Savings Fund Regular Growth
IDFC Nifty 50 Index Fund Regular Growth
IDFC Nifty 50 Index Fund Regular IDCW
IDFC Arbitrage Fund Direct Growth
IDFC Arbitrage Fund Direct IDCW Monthly
IDFC Equity Savings Fund Direct IDCW Monthly
IDFC Equity Savings Fund Direct Growth
IDFC Nifty 50 Index Direct Plan Growth
IDFC Nifty 50 Index Direct Plan IDCW
IDFC Arbitrage Fund Direct IDCW Yearly
IDFC Arbitrage Fund Regular IDCW Yearly
IDFC Equity Savings Fund Direct IDCW Yearly
IDFC Equity Savings Fund Regular IDCW Yearly
IDFC Nifty 50 ETF Growth
IDFC S&P BSE Sensex ETF Growth
IDFC Equity Savings Fund Direct IDCW Quarterly
IDFC Equity Savings Fund Regular IDCW Quarterly
IDFC Nifty 100 Index Fund Direct Growth
IDFC Nifty 100 Index Fund Regular Growth
IDFC Nifty 100 Index Fund Regular IDCW
IDFC Nifty 100 Index Fund Direct IDCW
IDFC Nifty200 Momentum 30 Index Fund Direct IDCW
IDFC Nifty200 Momentum 30 Index Fund Direct Growth
IDFC Nifty200 Momentum 30 Index Fund Regular Growth
IDFC Nifty200 Momentum 30 Index Fund Regular IDCW
IDFC Nifty100 Low Volatility 30 Index Fund Regular Growth
IDFC Nifty100 Low Volatility 30 Index Fund Direct IDCW
IDFC Nifty100 Low Volatility 30 Index Fund Regular IDCW
IDFC Nifty100 Low Volatility 30 Index Fund Direct Growth
Nishita Doshi
Jul 2022 - Present
View details
Also manages these schemes
IDFC Equity Savings Fund Regular IDCW Monthly
IDFC Equity Savings Fund Regular Growth
IDFC Regular Savings Fund Regular IDCW Monthly
IDFC Regular Savings Fund Regular Growth
IDFC Regular Savings Fund Regular IDCW Quarterly
IDFC Equity Savings Fund Direct IDCW Monthly
IDFC Equity Savings Fund Direct Growth
IDFC Regular Savings Fund Direct Plan IDCW Monthly
IDFC Regular Savings Fund Direct Plan Growth
IDFC Regular Savings Fund Direct Plan IDCW Quarterly
IDFC Balanced Advantage Fund Regular IDCW
IDFC Balanced Advantage Fund Direct Growth
IDFC Balanced Advantage Fund Direct IDCW
IDFC Balanced Advantage Fund Regular Growth
IDFC Equity Savings Fund Direct IDCW Yearly
IDFC Equity Savings Fund Regular IDCW Yearly
IDFC Hybrid Equity Fund Regular Growth
IDFC Hybrid Equity Fund Direct Growth
IDFC Hybrid Equity Fund Direct IDCW
IDFC Hybrid Equity Fund Regular IDCW
IDFC Credit Risk Fund Direct Growth
IDFC Credit Risk Fund Direct IDCW Quarterly
IDFC Credit Risk Fund Direct IDCW Half Yearly
IDFC Credit Risk Fund Direct IDCW
IDFC Credit Risk Fund Regular IDCW Quarterly
IDFC Credit Risk Fund Regular IDCW Yearly
IDFC Credit Risk Fund Regular Growth
IDFC Credit Risk Fund Direct IDCW Yearly
IDFC Credit Risk Fund Regular IDCW Half Yearly
IDFC Credit Risk Fund Regular IDCW
IDFC Equity Savings Fund Direct IDCW Quarterly
IDFC Equity Savings Fund Regular IDCW Quarterly
IDFC Floating Rate Fund Regular Growth
IDFC Floating Rate Fund Regular IDCW Quarterly
IDFC Floating Rate Fund Regular IDCW Monthly
IDFC Floating Rate Fund Regular IDCW Weekly
IDFC Floating Rate Fund Regular IDCW Periodic
IDFC Floating Rate Fund Regular IDCW Daily
IDFC Floating Rate Fund Direct Growth
IDFC Floating Rate Fund Direct IDCW Quarterly
IDFC Floating Rate Fund Direct IDCW Monthly
IDFC Floating Rate Fund Direct IDCW Daily
IDFC Floating Rate Fund Direct IDCW Periodic
IDFC Floating Rate Fund Direct IDCW Weekly
IDFC Floating Rate Fund Direct IDCW Yearly
IDFC Floating Rate Fund Regular IDCW Yearly
IDFC US Equity FoF Regular IDCW
IDFC US Equity FoF Direct Growth
IDFC US Equity FoF Direct IDCW
IDFC US Equity FoF Regular Growth
IDFC Midcap Fund Direct IDCW
IDFC Midcap Fund Regular Growth
IDFC Midcap Fund Regular IDCW
IDFC Midcap Fund Direct Growth
IDFC Transportation and Logistics Fund Direct Growth
IDFC Transportation and Logistics Fund Regular Growth
IDFC Transportation and Logistics Fund Regular IDCW
IDFC Transportation and Logistics Fund Direct IDCW
Fund house & investment objective
IDFC Mutual Fund
Rank (total assets)#9 in India
Total AUM₹1,22,101.48Cr
Date of Incorporation20 Dec 1999
 IDFC Equity Savings Fund Regular IDCW Monthly is a Hybrid Mutual Fund Scheme launched by IDFC Mutual Fund. This scheme was made available to investors on 20 Dec 1999. Yogik Pitti, Harshal Joshi, Arpit Kapoor is the Current Fund Manager of IDFC Equity Savings Fund Regular IDCW Monthly fund. The fund currently has an Asset Under Management(AUM) of ₹1,22,101 Cr and the Latest NAV as of 27 Jan 2023 is ₹14.05.
The IDFC Equity Savings Fund Regular IDCW Monthly is rated Low to Moderate risk. Minimum SIP Investment is set to ₹100. For units in excess of 10% of the investment, 0.25% will be charged for redemption within 7 days
;
Investment ObjectiveThe scheme seeks 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 Schemes assets in equity and equity related instruments.
;
Fund benchmarkCRISIL Equity Saving Index
Scheme Information Document(SID)
Fund house contact details
Address
Unit No. 27, Ground Floor,Khetan Bhavan,198, Jamshedji Tata Road,Churchgate, Mumbai 400020
Phone
022-24398777 / 24399999 / 66289999
Launch Date
20 Dec 1999
E-mail
[email protected]
Website
NA
IDFC Mutual Fund
Asset Management Company
Custodian
Deutsche Bank
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
Email
[email protected]
Website
www.camsonline.com
Compare funds
IDFC Equity Savings Fund Regular IDCW Monthly
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Add mutual fund to compare

	1Y	3Y	5Y	All
Fund returns	2.4%	6.6%	6.0%	6.6%
Category average	2.7%	7.6%	6.1%	NA
Rank with in category	12	18	NA	NA

Name	Sector	Instrument	Assets
IDFC Cash Fund - Direct Plan	Financial	Mutual Fund	8.3%
Tata Consultancy Services Ltd.	Technology	Equity	4.5%
Reliance Industries Ltd.	Energy	Equity	4.1%
Indusind Bank Ltd.	Financial	Equity	4.0%
Bajaj Finance Ltd.	Financial	Equity	4.0%
Axis Bank Ltd.	Financial	Equity	3.4%
Tata Motors Ltd.	Automobile	Equity	3.4%
Sun Pharmaceutical Industries Ltd.	Healthcare	Equity	3.3%
REC Ltd.	Financial	NCD	3.1%
Titan Company Ltd.	Consumer Discretionary	Equity	3.1%

Rank (total assets)	#9 in India
Total AUM	₹1,22,101.48Cr

Date of Incorporation	20 Dec 1999

Fund benchmark	CRISIL Equity Saving Index

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Min. for 1st investment	Not Supported
Min. for 2nd investment onwards	Not Supported

Rating	3
Fund size	₹100.38Cr

IDFC Equity Savings Fund Regular IDCW Monthly

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Expense ratio: 1.37%

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Sachin RelekarDec 2020 - PresentView details

Harshal JoshiOct 2016 - PresentView details

Viraj KulkarniJul 2022 - PresentView details

Nemish ShethNov 2021 - PresentView details

Nishita DoshiJul 2022 - PresentView details

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Sachin Relekar
Dec 2020 - Present
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Harshal Joshi
Oct 2016 - Present
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Viraj Kulkarni
Jul 2022 - Present
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Nemish Sheth
Nov 2021 - Present
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Nishita Doshi
Jul 2022 - Present
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