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    • IDFC Emerging Businesses Fund (Growth)
    IDFC Mutual Funds

    IDFC Emerging Businesses Fund (Growth)

    EquitySmall Cap

    22.71

    NAV (Sep 23)

    68.4%
    Till Date CAGR
    Scripbox Opinion

    Not Recommended

    Click here for top ranked funds in small cap mutual funds.

    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.

    Our analysis of this fundLearn how we rate funds ->

    Track Record

    1 Years. The fund has Insufficient history for analysis. We recommend funds with longer history.

    Relative Size

    1,390 Cr. Medium within the category

    Category View

    Neutral. The category has a neutral investment outlook

    Consistency Of Performance

    Consistently poor. The historical performance of the fund has been consistently poor

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      Historical growth rate of 12% per annum
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      Recommended Duration > 5 years
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      No Lock-in
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    Historical NAV

    22.71

    NAV (Sep 23)

    Fund Returns

    Last 1Y
    86.3%
    Last 3Y
    NA
    Last 5Y
    NA
    Last 10Y
    NA
    Since Inception
    68.4%
    6 Month CAGR
    40.6%
    info-icon-blue

    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. Disclaimer: There is no assurance or guarantee that the objectives of the scheme will be realised.

    Low

    Low to Moderate

    Moderate

    Moderately High

    High

    Very High

    risk-indicator-arrow.svg

    Very High Risk

    Expense Ratio
    2.21
    Launched (1y ago)
    Feb 26, 2020
    AUM in Crores
    1389.597
    ISIN
    INF194KB1AJ8
    Lock-in
    No Lock-in
    Benchmark
    S&P BSE 250 SmallCap Index TR INR
    SIP Minimum
    1000
    Lumpsum Min.
    5000
    Fund Managers
    user-avatar

    Anoop Bhaskar

    Fund Manager

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    Returns Calculator Comparison

    of

    for

    with step up of

    InstrumentReturnsTotal CorpusGainsAnnualised %
    Mutual Fund70%₹ 965,796 ₹ 233,18411.25%
    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.

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    • Inflation beating returns
      Inflation beating returns
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    comparison

    Comparison with Equity Funds

    Fund NameScripbox OpinionFund SizeTrack Record

    SBI Focused Equity Fund (G)

    recommended-badge

    ₹ 19,429 cr

    5

    recommended-badge

    ₹ 5,308 cr

    5

    recommended-badge

    ₹ 4,853 cr

    5

    recommended-badge

    ₹ 3,705 cr

    5

    recommended-badge

    ₹ 3,232 cr

    5

    amc-icon

    About the AMC

    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.

    amc-img

  • tel-amc-about
    022-66289999
  • mail-amc-about
    investormf@idfc.com
  • Fund NameScripbox Opinion
    Till Date CAGR
    recommended-badge

    6.8%

    7.4%

    top-ranked-badge

    5.4%

    5.7%

    top-ranked-badge

    5.1%

    5.2%

    top-ranked-badge

    5.3%

    5%

    top-ranked-badge

    -0.2%

    4.8%

    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration > 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Grow Wealth , Retirement , Kid's Education
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Parag Parikh Flexi Cap fund (Growth)

    Parag Parikh Flexi Cap fund (Growth)

    Equity

    Diversified

    Mirae Asset Large Cap Fund (Growth)

    Mirae Asset Large Cap Fund (Growth)

    Equity

    Large Cap

    Axis Bluechip Fund (Growth)

    Axis Bluechip Fund (Growth)

    Equity

    Large Cap

    Invesco India Growth Opportunities Fund (Growth)

    Invesco India Growth Opportunities Fund (Growth)

    Equity

    Diversified

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    3,600+

    AUM

    2,500+

    Cities

    2012

    Established

    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual funds

    We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

    What Scripbox recommendations mean?
    Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Sub-asset Class View

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

    About IDFC Emerging Businesses Fund (G)

    About IDFC Emerging Businesses Fund (G)

    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

    IDFC Emerging Businesses Fund (G) Investment Objective

    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.

    IDFC Emerging Businesses Fund (G) NAV,AUM,Risk

    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.

    IDFC Emerging Businesses Fund (G) Holdings

    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

    IDFC Emerging Businesses Fund (G) Sip

    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.

    IDFC Emerging Businesses Fund (G) Investment volatility and Horizon

    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) Review

    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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