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  • IDFC Emerging Businesses Fund (Growth)
IDFC Mutual Funds

IDFC Emerging Businesses Fund (Growth)

EquitySmall Cap

20.734

NAV (Feb 01)

28.6%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

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

20.734

NAV (Feb 1)

Fund Returns

Last 1Y

-6%

Last 3Y

NA

Last 5Y

NA

Last 10Y

NA

Since Inception

28.6%

6 Month CAGR

1.8%

Scheme Information

Investment Objective

The Fund seeks to generate long term capital appreciation by investing predominantly in equities and equity linked securities of small cap segment.

Expense Ratio

2.2

Launched (3y ago)

Feb 26, 2020

AUM in Crores

1470.306

ISIN

INF194KB1AJ8

Lock-in

No Lock-in

Benchmark

S&P BSE 250 SmallCap Index TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Standard Deviation (3yr)

0

Standard Deviation (5yr)

0

Beta (3yr)

0

Beta (5yr)

0

Sharpe Ratio (3yr)

0

Sharpe Ratio (5yr)

0

YTM

0

Fund Managers

Manish Gunwani

Fund Manager

Anoop Bhaskar

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
IDFC Emerging Businesses Fund (Growth)70%NaN NaN%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 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 2023-02-01

Top Stock Holdings

shaily engineering plastics ltd

3.1%
3.1%

metro brands ltd

2.9%
2.9%

radico khaitan ltd

2.9%
2.9%

kalpataru power transmission ltd

2.7%
2.7%

westlife foodworld ltd

2.7%
2.7%
See all holdings

Allocation by Sector

consumer cyclical

25.7%
25.7%

industrials

20%
20%

basic materials

17.1%
17.1%

consumer defensive

10.8%
10.8%

financial services

10.3%
10.3%
See all sectors

Compare IDFC Emerging Businesses Fund (Growth)

Fund NameFund SizeOutperformance Consistency
Nippon India Value Fund (G)
Nippon India Value Fund (G)

₹ 4,848 cr

₹ 10,444 cr

₹ 15,500 cr

₹ 10,444 cr

₹ 15,500 cr

About the AMC

IDFC Asset Management Company Limited

IDFC Asset Management Company Limited manages assets worth 120,634 crores and was set up on 20 December 1999. It's current offering of mutual fund schemes includes 33 equity,212 debt and 27 hybrid funds.

amc-img

  • 022-66289999
  • investormf@idfc.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    -

    3.9%

    -

    3.8%

    -

    3.8%

    -

    3.8%

    5.7%

    7.8%

    IDFC Emerging Businesses Fund (G) Review

    IDFC Emerging Businesses Fund (G) is a Small Cap Equity fund and has delivered an annualised return of 28.6% over a period of 2 years. The fund is managed by IDFC Asset Management Company Limited. The fund managers are Anoop Bhaskar, Manish Gunwani.

    Nav of IDFC Emerging Businesses Fund (G) as of 2/1/2023 is ₹20.73 with the total AUM as of 2/2/2023 is ₹1470.306. With Scripbox you can compare and check the latest nav for all mutual funds in India. IDFC Emerging Businesses Fund (G) was launched on Feb 26, 2020. The category risk of the fund is Very High Risk.

    The minimum SIP amount for IDFC Emerging Businesses Fund (G) 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.

    IDFC Emerging Businesses Fund (G) 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 S&P BSE 250 SmallCap Index TR INR.

    IDFC Emerging Businesses Fund (G) is rated as a 0 fund in Equity and delivered -6% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with IDFC Emerging Businesses Fund (G).

    Frequently Asked Questions

    What is IDFC Emerging Businesses Fund (G)?

    IDFC Emerging Businesses Fund (G) is a Small Cap Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

    How to invest in IDFC Emerging Businesses Fund (G)?

    You can invest in IDFC Emerging Businesses Fund (G) 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 IDFC Emerging Businesses Fund (G)?

    The minimum sip amount for IDFC Emerging Businesses Fund (G) is ₹1000. You can invest in multiples of ₹5000.

    Is IDFC Emerging Businesses Fund (G) good to invest in?

    As per Scripbox experts, IDFC Emerging Businesses Fund (G) is a Not Reviewed Yet fund. You can investIDFC Emerging Businesses Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

    What is the expense ratio of the IDFC Emerging Businesses Fund (G)?

    The expense ratio of the IDFC Emerging Businesses Fund (G) is 2.2% for regular plan.