• right-arrow
  • Mutual Funds
    right-arrow
  • IDFC Mutual Funds
    right-arrow
  • IDFC Emerging Businesses Fund of Income Distribution cum Capital Withdrawal (PIDCW-A)

Formerly IDFC Emerging Businesses Reg DP

IDFC Mutual Funds

IDFC Emerging Businesses Fund of Income Distribution cum Capital Withdrawal (PIDCW-A)

EquitySmall Cap

22.75

NAV (Oct 13)

65.6%
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.

Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

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

1,422 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

Invest in this fund
Explore a better alternative to this fund with a Scripbox plan.
Build Long Term Wealth

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

No single fund can achieve what a plan can. Learn why

chart-amc-about

Historical NAV

22.75

NAV (Oct 13)

Fund Returns

Last 1Y
82.6%
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
65.6%
6 Month CAGR
41%
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
2.25
Launched (1y ago)
Feb 26, 2020
AUM in Crores
1421.828
ISIN
INF194KB1AK6
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

calculator

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 9,65,796 ₹ 2,33,18411.25%
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.

build-long-item-wealth-img

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.

  • Inflation beating returns
    Inflation beating returns
  • Grow Wealth , Retirement , Kid's Education
    Grow Wealth , Retirement , Kid's Education
  • One click investing  tracking
    One click investing tracking
comparison

Comparison with Equity Funds

Fund NameScripbox OpinionFund SizeTrack Record

SBI Focused Equity Fund (G)

recommended-badge

₹ 20,371 cr

5

recommended-badge

₹ 5,357 cr

5

recommended-badge

₹ 5,218 cr

5

recommended-badge

₹ 3,953 cr

5

recommended-badge

₹ 3,346 cr

5

amc-icon

About the AMC

IDFC Asset Management Company Limited

IDFC Asset Management Company Limited manages assets worth 128,211 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

    6.7%

    7.4%

    top-ranked-badge

    5.3%

    5.7%

    top-ranked-badge

    5.5%

    5.2%

    top-ranked-badge

    5.3%

    5%

    top-ranked-badge

    -0.3%

    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

    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

    How to invest in best mutual funds?

    Investing through Scripbox is made easy and paperless. All you need to do is follow the below steps and start investing.

    01

    Choose a plan

    Choose a plan to invest to start investing

    02

    Create an Account

    Create an account with Scripbox through a paperless process, to invest in this fund.

    03

    Invest online & transfer

    Invest via netbanking, UPI or through an SIP (eNACH mandate).

    04

    Track your investments

    Track, invest more and withdraw your investments through the Scripbox dashboard

    3,600+

    AUM

    2,500+

    Cities

    2012

    Established

    About IDFC Emerging Businesses Fund of Income Distribution cum Capital Withdrawal (PIDCW-A)

    About IDFC Emerging Businesses Fund of Income Distribution cum Capital Withdrawal (PIDCW-A)

    IDFC Emerging Businesses Fund of Income Distribution cum Capital Withdrawal (PIDCW-A) is a Small Cap Equity fund and has delivered an annualised return of 65.6% over a period of 1 years. The fund was previously known as IDFC Emerging Businesses Reg DP . The fund is managed by IDFC Asset Management Company Limited. The fund manager’s name is Anoop Bhaskar

    IDFC Emerging Businesses Fund of Income Distribution cum Capital Withdrawal (PIDCW-A) 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 of Income Distribution cum Capital Withdrawal (PIDCW-A) NAV,AUM,Risk

    The IDFC Emerging Businesses Fund of Income Distribution cum Capital Withdrawal (PIDCW-A) fund was launched on Feb 26, 2020. The NAV (Net Asset Value) of this Small Cap Equity fund as of 2021-10-13 is ₹22.75. The total AUM (Asset Under Management) of the fund as of 14/10/2021 is ₹1421.828. The category risk of the IDFC Emerging Businesses Fund of Income Distribution cum Capital Withdrawal (PIDCW-A) fund is Very High Risk. The fund charges 2.25 % as expense ratio.

    IDFC Emerging Businesses Fund of Income Distribution cum Capital Withdrawal (PIDCW-A) Holdings

    The fund’s highest allocation is towards Equity and has invested 95.7% 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 of Income Distribution cum Capital Withdrawal (PIDCW-A) 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 of Income Distribution cum Capital Withdrawal (PIDCW-A) 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 of Income Distribution cum Capital Withdrawal (PIDCW-A) Review

    IDFC Emerging Businesses Fund of Income Distribution cum Capital Withdrawal (PIDCW-A) 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 of Income Distribution cum Capital Withdrawal (PIDCW-A) 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.

    Get started with investing today

    Invest in the best mutual funds recommended by Scripbox that are algorithmically selected that best suit your needs.