However, Scripbox does not recommend investing in small cap mutual funds.
These funds invest in the smallest companies listed on the exchanges.
Early in their growth cycle, these companies have the potential for very high growth but this comes with very high uncertainty as the business is not yet proven.
Price fluctuations are highest in the stocks of these companies translating to high NAV fluctuations for the funds.Smaller companies also tend to have low trade volumes - exposing the fund to the risk of not being able to exit in a down market.While showing periodic spikes in performance,these funds have not done better than diversified equity funds over the long term.Investors are therefore better off investing in diversified funds rather than this category.
1 Years. The fund has Insufficient history for analysis. We recommend funds with longer history.
1,390 Cr. Medium within the category
Neutral. The category has a neutral investment outlook
Consistency Of Performance
Consistently poor. The historical performance of the fund has been consistently poor
NAV (Sep 23)
6 Month CAGR
The Fund seeks to generate long term capital appreciation by investing predominantly in equities and equity linked securities of small cap segment. Disclaimer: There is no assurance or guarantee that the objectives of the scheme will be realised.
Low to Moderate
Very High Risk
Launched (1y ago)
|Feb 26, 2020|
AUM in Crores
|S&P BSE 250 SmallCap Index TR INR|
with step up of
|Instrument||Returns||Total Corpus||Gains||Annualised %|
|Mutual Fund||₹ 965,796||₹ 233,184||11.25%|
|EPF||₹ 900,761||₹ 168,149||8.50%|
|Property||₹ 867,662||₹ 135,050||7.00%|
|PPF||₹ 869,819||₹ 137,207||7.10%|
|Bank FD||₹ 846,471||₹ 113,859||6.00%|
|Gold||₹ 846,471||₹ 113,859||6.00%|
|Savings Bank||₹ 825,950||₹ 93,338||5.00%|
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.
|Fund Name||Scripbox Opinion||Fund Size||Track Record|
₹ 19,429 cr
₹ 5,308 cr
₹ 4,853 cr
₹ 3,705 cr
₹ 3,232 cr
IDFC Asset Management Company Limited
IDFC Asset Management Company Limited manages assets worth 130,248 crores and was set up on 20 December 1999. It's current offering of mutual fund schemes includes 33 equity,199 debt and 32 hybrid funds.
|Fund Name||Scripbox Opinion||Till Date CAGR|
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IDFC Emerging Businesses Fund (G) is a Small Cap Equity fund and has delivered an annualised return of 68.4% over a period of 1 years. . The fund is managed by IDFC Asset Management Company Limited. The fund manager’s name is Anoop Bhaskar
The Fund seeks to generate long term capital appreciation by investing predominantly in equities and equity linked securities of small cap segment. Disclaimer: There is no assurance or guarantee that the objectives of the scheme will be realised. . However, there is no assurance that the objective of the scheme will be realized.
The IDFC Emerging Businesses Fund (G) fund was launched on Feb 26, 2020. The NAV (Net Asset Value) of this Small Cap Equity fund as of 2021-09-23 is ₹22.71. The total AUM (Asset Under Management) of the fund as of 24/09/2021 is ₹1389.597. The category risk of the IDFC Emerging Businesses Fund (G) fund is Very High Risk. The fund charges 2.21 % as expense ratio.
The fund’s highest allocation is towards Equity and has invested 95.8% in this asset class. The top three holdings of the fund are , radico khaitan ltd , triparty repo , shaily engineering plastics ltd , nocil ltd , birlasoft ltd , navin fluorine international ltd , kajaria ceramics ltd , balrampur chini mills ltd , zensar technologies ltd , cyient ltd , teamlease services ltd , sagar cements ltd , eclerx services ltd , westlife development ltd , state bank of india , multi commodity exchange of india ltd , alicon castalloy ltd , wheels india ltd , narayana hrudayalaya ltd , graphite india ltd , polycab india ltd , gulf oil lubricants india ltd , uti asset management co ltd , gna axles ltd , jk lakshmi cement ltd , heranba industries ltd , gland pharma ltd , kalpataru power transmission ltd , jamna auto industries ltd , rallis india ltd , fdc ltd , carborundum universal ltd , laurus labs ltd , v-mart retail ltd , ashok leyland ltd , dcm shriram ltd , heritage foods ltd , epl ltd ordinary shares , mayur uniquoters ltd , jubilant foodworks ltd , krishna institute of medical sciences ltd , bharti airtel ltd , mastek ltd , krsnaa diagnostics ltd , automotive axles ltd , power mech projects ltd , dfm foods ltd , tata motors ltd , cera sanitaryware ltd , nitin spinners ltd , united spirits ltd , emami ltd , eih ltd , kirloskar brothers ltd , chemcon speciality chemicals ltd ordinary shares , chemplast sanmar ltd , godfrey phillips india ltd , huhtamaki india ltd ordinary shares , burger king india ltd ordinary shares , jyothy labs ltd , jm financial ltd , vardhman textiles ltd , greenply industries ltd , sbi life insurance company limited , suryoday small finance bank ltd , poonawalla fincorp ltd , net receivables/payables , cash margin - derivatives
The minimum SIP (Systematic Investment Plan) amount for this 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.
This fund 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) has a score of 1 on a scale of 5. The fund scores 1 out of 5 based on historical performance. As compared to the other funds in its category, IDFC Emerging Businesses Fund (G) has a score of 3 out of 5 Scipbox has rated this fund 1 out of 5 based on consistency of performance over various years / tenures.
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