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Best IDFC Equity Mutual Funds

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 2021 comprise more than 5 schemes under its portfolio.

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Top 10 Idfc Mutual Funds

Fund NameCategoryRisk1Y ReturnsRatingFund Size(in Cr)
IDFC Tax Advantage (ELSS) FundEquityVery High82.0%4star3,439
IDFC Government Securities Fund - Constant Maturity FundDebtModerate3.1%4star270
IDFC Focused Equity FundEquityVery High39.7%2star1,436
IDFC Infrastructure FundEquityVery High102.2%3star650
IDFC Sterling Value FundEquityVery High94.0%3star4,116
IDFC Nifty FundOtherVery High53.3%3star369
IDFC Government Securities Fund Investment PlanDebtModerate3.7%4star1,957
IDFC Core Equity FundEquityVery High61.5%3star2,499
IDFC Flexi Cap FundEquityVery High55.5%2star5,944
IDFC Bond Fund - Medium Term FundDebtModerate4.0%4star4,019
IDFC Cash FundDebtLow to Moderate3.2%2star7,606
IDFC Banking & PSU FundDebtLow to Moderate4.4%5star19,205
IDFC Low Duration FundDebtLow to Moderate3.9%3star8,617
IDFC Arbitrage FundHybridLow4.2%3star6,640
IDFC Dynamic Bond FundDebtModerate3.6%4star3,812
View All Top 10 Idfc Mutual Funds

Let's have a closer look

Now let us jump and check about these top 10 mutual fund schemes.

IDFC Tax Advantage (ELSS) Direct Plan Growth

Fund Performance: This fund has given 25.65% annualized returns in the last three years. In the last year, its returns were 82.01%. It has continually hit its benchmark in the Equity segment.

Why to invest: It is one of the most remarkable Equity mutual funds in India. This fund has constantly outperformed other similar funds, providing 82.01% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹500. Minimum SIP investment amount required for this scheme is ₹500.

Min Investment Amt₹500
AUM3,439Cr
1Y Returns82.0%

IDFC Government Securities Fund Constant Maturity Direct Growth

Fund Performance: This fund has given 11.77% annualized returns in the last three years. In the last year, its returns were 3.15%. It has continually hit its benchmark in the Debt segment.

Why to invest: It is one of the most remarkable Debt mutual funds in India. This fund has constantly outperformed other similar funds, providing 3.15% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹5,000. Minimum SIP investment amount required for this scheme is ₹1,000.

Min Investment Amt₹5,000
AUM270Cr
1Y Returns3.1%

IDFC Focused Equity Fund Direct Growth

Fund Performance: This fund has given 18.42% annualized returns in the last three years. In the last year, its returns were 39.73%. It has continually hit its benchmark in the Equity segment.

Why to invest: It is one of the most remarkable Equity mutual funds in India. This fund has constantly outperformed other similar funds, providing 39.73% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹5,000. Minimum SIP investment amount required for this scheme is ₹100.

Min Investment Amt₹5,000
AUM1,436Cr
1Y Returns39.7%

IDFC Infrastructure Direct Plan Growth

Fund Performance: This fund has given 21.73% annualized returns in the last three years. In the last year, its returns were 102.24%. It has continually hit its benchmark in the Equity segment.

Why to invest: It is one of the most remarkable Equity mutual funds in India. This fund has constantly outperformed other similar funds, providing 102.24% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹5,000. Minimum SIP investment amount required for this scheme is ₹100.

Min Investment Amt₹5,000
AUM650Cr
1Y Returns102.2%

IDFC Sterling Value Fund Direct Plan Growth

Fund Performance: This fund has given 23.54% annualized returns in the last three years. In the last year, its returns were 94.04%. It has continually hit its benchmark in the Equity segment.

Why to invest: It is one of the most remarkable Equity mutual funds in India. This fund has constantly outperformed other similar funds, providing 94.04% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹5,000. Minimum SIP investment amount required for this scheme is ₹100.

Min Investment Amt₹5,000
AUM4,116Cr
1Y Returns94.0%

IDFC Nifty Direct Plan Growth

Fund Performance: This fund has given 21.99% annualized returns in the last three years. In the last year, its returns were 53.33%. It has continually hit its benchmark in the Other segment.

Why to invest: It is one of the most remarkable Other mutual funds in India. This fund has constantly outperformed other similar funds, providing 53.33% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹5,000. Minimum SIP investment amount required for this scheme is ₹100.

Min Investment Amt₹5,000
AUM369Cr
1Y Returns53.3%

IDFC Government Securities Investment Plan Direct Growth

Fund Performance: This fund has given 11.66% annualized returns in the last three years. In the last year, its returns were 3.66%. It has continually hit its benchmark in the Debt segment.

Why to invest: It is one of the most remarkable Debt mutual funds in India. This fund has constantly outperformed other similar funds, providing 3.66% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹5,000. Minimum SIP investment amount required for this scheme is ₹1,000.

Min Investment Amt₹5,000
AUM1,957Cr
1Y Returns3.7%

IDFC Core Equity Fund Direct Growth

Fund Performance: This fund has given 20.95% annualized returns in the last three years. In the last year, its returns were 61.54%. It has continually hit its benchmark in the Equity segment.

Why to invest: It is one of the most remarkable Equity mutual funds in India. This fund has constantly outperformed other similar funds, providing 61.54% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹5,000. Minimum SIP investment amount required for this scheme is ₹100.

Min Investment Amt₹5,000
AUM2,499Cr
1Y Returns61.5%

IDFC Flexi Cap Fund Direct Growth

Fund Performance: This fund has given 18.22% annualized returns in the last three years. In the last year, its returns were 55.48%. It has continually hit its benchmark in the Equity segment.

Why to invest: It is one of the most remarkable Equity mutual funds in India. This fund has constantly outperformed other similar funds, providing 55.48% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹10,000. Minimum SIP investment amount required for this scheme is ₹100.

Min Investment Amt₹10,000
AUM5,944Cr
1Y Returns55.5%

IDFC Bond Fund Medium Term Plan Direct Growth

Fund Performance: This fund has given 8.8% annualized returns in the last three years. In the last year, its returns were 3.97%. It has continually hit its benchmark in the Debt segment.

Why to invest: It is one of the most remarkable Debt mutual funds in India. This fund has constantly outperformed other similar funds, providing 3.97% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹5,000. Minimum SIP investment amount required for this scheme is ₹1,000.

Min Investment Amt₹5,000
AUM4,019Cr
1Y Returns4.0%

IDFC Cash Direct Plan Growth

Fund Performance: This fund has given 4.84% annualized returns in the last three years. In the last year, its returns were 3.21%. It has continually hit its benchmark in the Debt segment.

Why to invest: It is one of the most remarkable Debt mutual funds in India. This fund has constantly outperformed other similar funds, providing 3.21% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹100. Minimum SIP investment amount required for this scheme is ₹100.

Min Investment Amt₹100
AUM7,606Cr
1Y Returns3.2%

IDFC Banking & PSU Debt Fund Direct Growth

Fund Performance: This fund has given 9.72% annualized returns in the last three years. In the last year, its returns were 4.37%. It has continually hit its benchmark in the Debt segment.

Why to invest: It is one of the most remarkable Debt mutual funds in India. This fund has constantly outperformed other similar funds, providing 4.37% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹5,000. Minimum SIP investment amount required for this scheme is ₹1,000.

Min Investment Amt₹5,000
AUM19,205Cr
1Y Returns4.4%

IDFC Low Duration Fund Direct Growth

Fund Performance: This fund has given 6.84% annualized returns in the last three years. In the last year, its returns were 3.89%. It has continually hit its benchmark in the Debt segment.

Why to invest: It is one of the most remarkable Debt mutual funds in India. This fund has constantly outperformed other similar funds, providing 3.89% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹100. Minimum SIP investment amount required for this scheme is ₹100.

Min Investment Amt₹100
AUM8,617Cr
1Y Returns3.9%

IDFC Arbitrage Fund Direct Growth

Fund Performance: This fund has given 5.36% annualized returns in the last three years. In the last year, its returns were 4.15%. It has continually hit its benchmark in the Hybrid segment.

Why to invest: It is one of the most remarkable Hybrid mutual funds in India. This fund has constantly outperformed other similar funds, providing 4.15% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹100. Minimum SIP investment amount required for this scheme is ₹100.

Min Investment Amt₹100
AUM6,640Cr
1Y Returns4.2%

IDFC Dynamic Bond Fund Direct Growth

Fund Performance: This fund has given 10.51% annualized returns in the last three years. In the last year, its returns were 3.6%. It has continually hit its benchmark in the Debt segment.

Why to invest: It is one of the most remarkable Debt mutual funds in India. This fund has constantly outperformed other similar funds, providing 3.6% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹5,000. Minimum SIP investment amount required for this scheme is ₹1,000.

Min Investment Amt₹5,000
AUM3,812Cr
1Y Returns3.6%

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