- Mutual Funds
- IDFC Mutual Funds
- IDFC Emerging Businesses Fund (Growth)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical 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
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
Returns Calculator Comparison
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with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| IDFC Emerging Businesses Fund (Growth) | NaN | NaN | % | |
| 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.
Asset allocation and Holdings
Top Stock Holdings
shaily engineering plastics ltd
3.1%metro brands ltd
2.9%radico khaitan ltd
2.9%kalpataru power transmission ltd
2.7%westlife foodworld ltd
2.7%Allocation by Sector
consumer cyclical
25.7%industrials
20%basic materials
17.1%consumer defensive
10.8%financial services
10.3%Compare IDFC Emerging Businesses Fund (Growth)
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 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.
| Fund Name | Scripbox 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)?
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.