IDFC Mutual Fund started operations in 2000. Currently, it’s one of the top 10 asset management companies in India. The company has a presence in various parts of the country, with investors from a large demographic. As of 31st March 2021, IDFC Mutual Fund has assets under management of Rs.122130.87 crore.
Currently, the AMC offers more than 35 mutual fund schemes, including the best IDFC equity mutual funds.
An equity fund is a type of mutual fund that invests in equity shares of various companies. They are also known as growth funds. Furthermore, equity funds are of two types, active and passive. In active funds, fund managers focus on market research and company analysis to shortlist companies that can produce significant returns in the long run. Alternatively, fund managers curate portfolios for passive funds based on benchmark indices, i.e. Sensex and Nifty 50.
One can also segregate the best IDFC equity mutual fund premised on market capitalisations of underlying companies. These sub-types include small-cap, mid-cap, and large-cap.
Alternatively, the best IDFC equity mutual funds can be classified into sectoral or thematic and diversified. In the case of diversified funds, the investment is spread around companies across various sectors. Whereas for thematic or sectoral funds, it is quite the opposite. Here, the investment is focused on a particular sector.
An indispensable advantage of investing in equity mutual funds is that they offer the highest returns among all types of MFs. Typically, small-cap funds generate the highest returns since they invest in companies with more significant growth potential than mid-cap and large-cap companies. Conversely, equity mutual funds are extremely susceptible to market fluctuations. Even here, small-cap funds pose the highest risk while large-cap variants are the least risky.
Apart from these, this MF variant is also popular for its diversification. Here, one can invest in a variety of stocks without spreading their investments thin. Also, flexibility and liquidity are two notable advantages for this fund type.
Nonetheless, the exact scale of these benefits or setbacks is hard to guess. They vary based on specific schemes and, most importantly, asset allocation.
The best IDFC equity mutual funds 2023 comprise more than 5 schemes under its portfolio.
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| Fund Name | Category | Risk | 1Y Returns | Rating | Fund Size(in Cr) |
|---|---|---|---|---|---|
Bandhan ELSS Tax Saver Fund | Equity | Very High | 39.4% | 4 | ₹6,252 |
Bandhan Tax Advantage (ELSS) Fund | Equity | Very High | 16.8% | 5 | ₹5,160 |
Bandhan Government Securities Fund | Debt | Moderate | 6.8% | -- | ₹341 |
Bandhan Focused Equity Fund | Equity | Very High | 39.5% | 3 | ₹1,507 |
Bandhan Infrastructure Fund | Equity | Very High | 81.0% | 2 | ₹1,043 |
Bandhan Sterling Value Fund | Equity | Very High | 45.8% | 4 | ₹8,569 |
Bandhan Nifty 50 Index Fund | Other | Very High | 26.0% | 3 | ₹1,179 |
Bandhan Government Securities Investment Plan Fund | Debt | Moderate | 7.3% | 1 | ₹1,661 |
Bandhan Core Equity Fund | Equity | Very High | 59.2% | 4 | ₹4,022 |
Bandhan Flexi Cap Fund | Equity | Very High | 39.3% | 2 | ₹6,807 |
| View All |
Now let us jump and check about these top 10 mutual fund schemes.
Fund Performance: The Bandhan ELSS Tax Saver Fund has given 23.52% annualized returns in the past three years and 21.6% in the last 5 years. The Bandhan ELSS Tax Saver Fund comes under the Equity category of IDFC Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in Bandhan ELSS Tax Saver Fund via lump sum is ₹500 and via SIP is ₹500.
| Min Investment Amt | ₹500 |
|---|---|
| AUM | ₹6,252Cr |
| 1Y Returns | 39.4% |
Fund Performance: The Bandhan Tax Advantage (ELSS) Fund has given 28.88% annualized returns in the past three years and 18.62% in the last 5 years. The Bandhan Tax Advantage (ELSS) Fund comes under the Equity category of IDFC Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in Bandhan Tax Advantage (ELSS) Fund via lump sum is ₹500 and via SIP is ₹500.
| Min Investment Amt | ₹500 |
|---|---|
| AUM | ₹5,160Cr |
| 1Y Returns | 16.8% |
Fund Performance: The Bandhan Government Securities Fund has given 4.55% annualized returns in the past three years and 7.5% in the last 5 years. The Bandhan Government Securities Fund comes under the Debt category of IDFC Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in Bandhan Government Securities Fund via lump sum is ₹1,000 and via SIP is ₹100.
| Min Investment Amt | ₹1,000 |
|---|---|
| AUM | ₹341Cr |
| 1Y Returns | 6.8% |
Fund Performance: The Bandhan Focused Equity Fund has given 19.26% annualized returns in the past three years and 16.79% in the last 5 years. The Bandhan Focused Equity Fund comes under the Equity category of IDFC Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in Bandhan Focused Equity Fund via lump sum is ₹1,000 and via SIP is ₹100.
| Min Investment Amt | ₹1,000 |
|---|---|
| AUM | ₹1,507Cr |
| 1Y Returns | 39.5% |
Fund Performance: The Bandhan Infrastructure Fund has given 38.35% annualized returns in the past three years and 27.18% in the last 5 years. The Bandhan Infrastructure Fund comes under the Equity category of IDFC Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in Bandhan Infrastructure Fund via lump sum is ₹1,000 and via SIP is ₹100.
| Min Investment Amt | ₹1,000 |
|---|---|
| AUM | ₹1,043Cr |
| 1Y Returns | 81.0% |
Fund Performance: The Bandhan Sterling Value Fund has given 27.99% annualized returns in the past three years and 23.3% in the last 5 years. The Bandhan Sterling Value Fund comes under the Equity category of IDFC Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in Bandhan Sterling Value Fund via lump sum is ₹1,000 and via SIP is ₹100.
| Min Investment Amt | ₹1,000 |
|---|---|
| AUM | ₹8,569Cr |
| 1Y Returns | 45.8% |
Fund Performance: The Bandhan Nifty 50 Index Fund has given 16.76% annualized returns in the past three years and 15.26% in the last 5 years. The Bandhan Nifty 50 Index Fund comes under the Other category of IDFC Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in Bandhan Nifty 50 Index Fund via lump sum is ₹1,000 and via SIP is ₹100.
| Min Investment Amt | ₹1,000 |
|---|---|
| AUM | ₹1,179Cr |
| 1Y Returns | 26.0% |
Fund Performance: The Bandhan Government Securities Investment Plan Fund has given 5.35% annualized returns in the past three years and 8.12% in the last 5 years. The Bandhan Government Securities Investment Plan Fund comes under the Debt category of IDFC Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in Bandhan Government Securities Investment Plan Fund via lump sum is ₹1,000 and via SIP is ₹100.
| Min Investment Amt | ₹1,000 |
|---|---|
| AUM | ₹1,661Cr |
| 1Y Returns | 7.3% |
Fund Performance: The Bandhan Core Equity Fund has given 28.11% annualized returns in the past three years and 22.66% in the last 5 years. The Bandhan Core Equity Fund comes under the Equity category of IDFC Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in Bandhan Core Equity Fund via lump sum is ₹1,000 and via SIP is ₹100.
| Min Investment Amt | ₹1,000 |
|---|---|
| AUM | ₹4,022Cr |
| 1Y Returns | 59.2% |
Fund Performance: The Bandhan Flexi Cap Fund has given 19.37% annualized returns in the past three years and 15.93% in the last 5 years. The Bandhan Flexi Cap Fund comes under the Equity category of IDFC Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in Bandhan Flexi Cap Fund via lump sum is ₹1,000 and via SIP is ₹100.
| Min Investment Amt | ₹1,000 |
|---|---|
| AUM | ₹6,807Cr |
| 1Y Returns | 39.3% |
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