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  • IDBI Nifty 50 Index fund (PIDCW-A)

Formerly IDBI Nifty Index IDCW-P

IDBI Mutual Funds

IDBI Nifty 50 Index fund (PIDCW-A)

EquityLarge Cap

34.5507

NAV (Jul 28)

11.7%
5 Year CAGR
Scripbox Opinion
Not Reviewed yet
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Fund Size

Outperformance Consistency

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

NAV ()

Fund Returns

Last 1Y
NA
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
NA
6 Month CAGR
NA

Scheme Information

Investment Objective

The investment objective of the scheme is to invest only in and all the stocks comprising the Nifty 50 Index in the same weights of these stocks as in the Index with the objective to replicate the performance of the Total Returns Index of Nifty 50 Index. The scheme may also invest in derivatives instruments such as Futures and Options linked to stocks comprising the Index or linked to the Nifty 50 Index. The scheme will adopt a passive investment strategy and will seek to achieve the investment objective by minimizing the tracking error between the Nifty 50 Index (Total Returns Index) and the Scheme.

Expense Ratio
0.9
Launched (14y ago)
Jun 30, 2010
AUM in Crores
207.732
ISIN
INF397L01083
Lock-in
No Lock-in
Benchmark
IISL Nifty 50 TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
14.5
Standard Deviation (5yr)
19
Beta (3yr)
1
Beta (5yr)
1
Sharpe Ratio (3yr)
1.194
Sharpe Ratio (5yr)
0.447
YTM
0
Fund Managers

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
IDBI Nifty 50 Index fund (PIDCW-A)70%9,77,005 2,44,39311.7%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2023-07-28

Top Stock Holdings

See all holdings

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
HDFC Large and Mid Cap Fund (G)
HDFC Large and Mid Cap Fund (G)

₹ 19,454 cr

₹ 15,161 cr

₹ 22,620 cr

₹ 55,459 cr

₹ 42,669 cr

amc-img

About the AMC

IDBI Asset Management Limited

IDBI Asset Management Limited manages assets worth 2,739 crores and was set up on 25 January 2010. It's current offering of mutual fund schemes includes 16 equity,35 debt and 3 hybrid funds.amc-img
phone-img022-66442800
Fund NameScripbox Opinion
Till Date CAGR

14.4%

8.3%

20.7%

8.5%

20.7%

8.5%

14.4%

8.3%

14.4%

8.3%

IDBI Nifty 50 Index fund (PIDCW-A) Review

IDBI Nifty 50 Index fund (PIDCW-A) is a Large Cap Equity fund and has delivered an annualised return of 10.2% over a period of 13 years. The fund was previously known as IDBI Nifty Index IDCW-P. The fund is managed by IDBI Asset Management Limited. The fund manager’s name is null.

Nav of IDBI Nifty 50 Index fund (PIDCW-A) as of 7/28/2023 is ₹34.55 with the total AUM as of 6/23/2024 is ₹207.732. With Scripbox you can compare and check the latest nav for all mutual funds in India. IDBI Nifty 50 Index fund (PIDCW-A) was launched on Jun 30, 2010. The category risk of the fund is Very High Risk.

The minimum SIP amount for IDBI Nifty 50 Index fund (PIDCW-A) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

IDBI Nifty 50 Index fund (PIDCW-A) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to IISL Nifty 50 TR INR.

IDBI Nifty 50 Index fund (PIDCW-A) is rated as a 0 fund in Equity and delivered 16.2% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with IDBI Nifty 50 Index fund (PIDCW-A).

Frequently Asked Questions

What is IDBI Nifty 50 Index fund (PIDCW-A)?

IDBI Nifty 50 Index fund (PIDCW-A) is a Large Cap Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

How to invest in IDBI Nifty 50 Index fund (PIDCW-A)?

You can invest in IDBI Nifty 50 Index fund (PIDCW-A) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of IDBI Nifty 50 Index fund (PIDCW-A)?

The minimum sip amount for IDBI Nifty 50 Index fund (PIDCW-A) is ₹1000. You can invest in multiples of ₹5000.

Is IDBI Nifty 50 Index fund (PIDCW-A) good to invest in?

As per Scripbox experts, IDBI Nifty 50 Index fund (PIDCW-A) is a Not Reviewed Yet fund. You can investIDBI Nifty 50 Index fund (PIDCW-A) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the IDBI Nifty 50 Index fund (PIDCW-A)?

The expense ratio of the IDBI Nifty 50 Index fund (PIDCW-A) is 0.9% for regular plan.