IDFC Imperial Equity Fund Plan B Growth

Equity
Flexi Cap
Moderately High Risk
+2.36%
3Y annualised
+0.29% 1D
1M
6M
1Y
3Y
5Y
All
NAV: NA
NA
Rating
NA
Min. SIP amount
Not Supported
Fund size
NA

Return calculator

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

Minimum investment amounts

Min. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

Returns and rankings

Category: Equity Flexi Cap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns15.8%2.4%7.3%9.8%
Category average-5.3%16.2%20.1%NA
Rank with in category62615NA
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Peer Comparison

Equity, Flexi Cap fundsRating1Y3YFund Size(Cr)
5
3.0%23.2%81,935.61
5
-1.2%23.0%3,666.47
5
3.8%21.3%1,15,040.08
4
-4.0%20.1%4,975.41
4
-4.9%18.7%18,726.71

Expense ratio, exit load and tax

Expense ratio: 2.23%

Inclusive of GST

Exit load

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

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.

Understand terms
Check past data

Fund house & investment objective

Fund house contact details

Address
One World Centre, 6th Floor, Tower 1C,Senapati Bapat Marg, Prabhadevi Mumbai 400013
Phone
NA
Launch Date
20 Dec 1999
E-mail
NA
IDFC Mutual Fund
Asset Management Company
Custodian
Deutsche Bank
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,

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