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 2022 comprise more than 5 schemes under its portfolio.
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| Fund Name | Category | Risk | 1Y Returns | Rating | Fund Size(in Cr) |
|---|---|---|---|---|---|
| IDFC Tax Advantage (ELSS) Fund | Equity | Very High | 3.9% | 4 | ₹4,026 |
| IDFC Government Securities Fund | Debt | Moderate | 2.5% | -- | ₹215 |
| IDFC Focused Equity Fund | Equity | Very High | -5.4% | 2 | ₹1,257 |
| IDFC Infrastructure Fund | Equity | Very High | 1.4% | 2 | ₹631 |
| IDFC Sterling Value Fund | Equity | Very High | 3.8% | 3 | ₹5,178 |
| IDFC Nifty 50 Index Fund | Other | Very High | 4.2% | 4 | ₹582 |
| IDFC Government Securities Investment Plan Fund | Debt | Moderate | 2.9% | 3 | ₹1,418 |
| IDFC Core Equity Fund | Equity | Very High | 6.9% | 3 | ₹2,471 |
| IDFC Flexi Cap Fund | Equity | Very High | -1.5% | 2 | ₹5,804 |
| IDFC Bond Fund | Debt | Moderate | 2.8% | 2 | ₹2,035 |
| View All |
Now let us jump and check about these top 10 mutual fund schemes.
Fund Performance: The IDFC Tax Advantage (ELSS) Fund has given 21.47% annualized returns in the past three years and 11.32% in the last 5 years. The IDFC Tax Advantage (ELSS) Fund belongs to the Equity category of IDFC Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in IDFC Tax Advantage (ELSS) Fund via lump sum is ₹500 and via SIP is ₹500.
| Min Investment Amt | ₹500 |
|---|---|
| AUM | ₹4,026Cr |
| 1Y Returns | 3.9% |
Fund Performance: The IDFC Government Securities Fund has given 4.97% annualized returns in the past three years and 8.23% in the last 5 years. The IDFC Government Securities Fund belongs to the Debt category of IDFC Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in IDFC Government Securities Fund via lump sum is ₹5,000 and via SIP is ₹1,000.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹215Cr |
| 1Y Returns | 2.5% |
Fund Performance: The IDFC Focused Equity Fund has given 9.58% annualized returns in the past three years and 5.41% in the last 5 years. The IDFC Focused Equity Fund belongs to the Equity category of IDFC Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in IDFC Focused Equity Fund via lump sum is ₹5,000 and via SIP is ₹100.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹1,257Cr |
| 1Y Returns | -5.4% |
Fund Performance: The IDFC Infrastructure Fund has given 18.58% annualized returns in the past three years and 5.42% in the last 5 years. The IDFC Infrastructure Fund belongs to the Equity category of IDFC Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in IDFC Infrastructure Fund via lump sum is ₹5,000 and via SIP is ₹100.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹631Cr |
| 1Y Returns | 1.4% |
Fund Performance: The IDFC Sterling Value Fund has given 23.05% annualized returns in the past three years and 10.13% in the last 5 years. The IDFC Sterling Value Fund belongs to the Equity category of IDFC Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in IDFC Sterling Value Fund via lump sum is ₹5,000 and via SIP is ₹100.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹5,178Cr |
| 1Y Returns | 3.8% |
Fund Performance: The IDFC Nifty 50 Index Fund has given 14.54% annualized returns in the past three years and 10.96% in the last 5 years. The IDFC Nifty 50 Index Fund belongs to the Other category of IDFC Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in IDFC Nifty 50 Index Fund via lump sum is ₹5,000 and via SIP is ₹100.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹582Cr |
| 1Y Returns | 4.2% |
Fund Performance: The IDFC Government Securities Investment Plan Fund has given 6.17% annualized returns in the past three years and 8.29% in the last 5 years. The IDFC Government Securities Investment Plan Fund belongs to the Debt category of IDFC Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in IDFC Government Securities Investment Plan Fund via lump sum is ₹5,000 and via SIP is ₹1,000.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹1,418Cr |
| 1Y Returns | 2.9% |
Fund Performance: The IDFC Core Equity Fund has given 16.39% annualized returns in the past three years and 9.78% in the last 5 years. The IDFC Core Equity Fund belongs to the Equity category of IDFC Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in IDFC Core Equity Fund via lump sum is ₹5,000 and via SIP is ₹100.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹2,471Cr |
| 1Y Returns | 6.9% |
Fund Performance: The IDFC Flexi Cap Fund has given 10.73% annualized returns in the past three years and 6.96% in the last 5 years. The IDFC Flexi Cap Fund belongs to the Equity category of IDFC Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in IDFC Flexi Cap Fund via lump sum is ₹10,000 and via SIP is ₹100.
| Min Investment Amt | ₹10,000 |
|---|---|
| AUM | ₹5,804Cr |
| 1Y Returns | -1.5% |
Fund Performance: The IDFC Bond Fund has given 5.35% annualized returns in the past three years and 6.69% in the last 5 years. The IDFC Bond Fund belongs to the Debt category of IDFC Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in IDFC Bond Fund via lump sum is ₹5,000 and via SIP is ₹1,000.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹2,035Cr |
| 1Y Returns | 2.8% |
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