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  • IDFC Mutual Funds
  • IDFC Equity Savings Fund of Income Dis cum Cptl Wdrl Opt (PIDCW-A)

Formerly IDFC Equity Savings Reg Ann DP

IDFC Mutual Funds

IDFC Equity Savings Fund of Income Dis cum Cptl Wdrl Opt (PIDCW-A)

HybridEquity Savings

12.61

NAV (Jan 21)

6.4%
5 Year CAGR
Scripbox Opinion

Not Recommended

Click here for top ranked funds in equity savings mutual funds.

However, Scripbox does not recommend investing in equity savings mutual funds.

Equity Savings funds are primarily equity funds with a small exposure of minimum 10% to debt instruments.

These funds are close to equity funds in terms of market linked fluctuations.It is better for investors to make the allocation to equity & debt themselves and choose the right funds in each asset class 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

7 Years. The Fund has Sufficient history for analysis and the track record is good.

Relative Size

83 Cr. Negligible within the category

Category View

Relatively Poor. The category has a relatively poor investment outlook

Consistency Of Performance

Poor. The historical performance of the fund has been poor

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    Historical growth rate of 12% per annum
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    Recommended Duration 1 - 5 years
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    No Lock-in
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    Expert Investing Only

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Historical NAV

12.61

NAV (Jan 21)

Fund Returns

Last 1Y

8.4%

Last 3Y

8%

Last 5Y

6.4%

Last 10Y

NA

Since Inception

6.4%

6 Month CAGR

4.6%

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Scheme Information

Investment Objective

To generate income by predominantly investing in arbitrage opportunities in the cash and derivatives segments of the equity markets along with debt and money market instruments and to generate long-term capital appreciation by investing a portion of the Scheme's assets in equity and equity related instruments.

Expense Ratio

1.35

Launched (7y ago)

Mar 02, 2015

AUM in Crores

82.593

ISIN

INF194KA1XX2

Lock-in

No Lock-in

Benchmark

Crisil Equity Savings Index TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Fund Managers
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Harshal Joshi

Fund Manager

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Nemish Sheth

Fund Manager

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Sachin Relekar

Fund Manager

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Viraj Kulkarni

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.

comparison

Comparison with Hybrid Funds

Fund NameScripbox OpinionFund SizeTrack Record
Aditya Birla Sun Life Equity Hybrid 95 Fund (G)
Aditya Birla Sun Life Equity Hybrid 95 Fund (G)

₹ 8,042 cr

5

₹ 18,456 cr

5

₹ 1,954 cr

5

₹ 3,412 cr

5

₹ 136 cr

5

amc-icon

About the AMC

IDFC Asset Management Company Limited

IDFC Asset Management Company Limited manages assets worth 126,497 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.

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  • tel-amc-about
    022-66289999
  • mail-amc-about
    investormf@idfc.com
  • Fund NameScripbox Opinion
    Till Date CAGR
    IDFC Low Duration Fund (G)
    IDFC Low Duration Fund (G)

    6.1%

    7.3%

    5%

    5.6%

    5.2%

    5.1%

    5.2%

    5%

    -0.8%

    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 1 - 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Expert Investing Only
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
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    IDFC Equity Savings Fund of Income Dis cum Cptl Wdrl Opt (PIDCW-A) Review

    IDFC Equity Savings Fund of Income Dis cum Cptl Wdrl Opt (PIDCW-A) is a Equity Savings Hybrid fund and has delivered an annualised return of 6.4% over a period of 6 years. The fund was previously known as IDFC Equity Savings Reg Ann DP. The fund is managed by IDFC Asset Management Company Limited. The fund managers are Harshal Joshi, Nemish Sheth, Sachin Relekar, Viraj Kulkarni.

    Nav of IDFC Equity Savings Fund of Income Dis cum Cptl Wdrl Opt (PIDCW-A) as of 21/01/2022 is ₹12.61 with the total AUM as of 24/01/2022 is ₹82.593. With Scripbox you can compare and check the latest nav for all mutual funds in India. IDFC Equity Savings Fund of Income Dis cum Cptl Wdrl Opt (PIDCW-A) was launched on Mar 02, 2015. The category risk of the fund is Low to Moderate Risk.

    The minimum SIP amount for IDFC Equity Savings Fund of Income Dis cum Cptl Wdrl Opt (PIDCW-A) 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.

    Frequently Asked Questions

    What is IDFC Equity Savings Fund of Income Dis cum Cptl Wdrl Opt (PIDCW-A)?

    How to invest in IDFC Equity Savings Fund of Income Dis cum Cptl Wdrl Opt (PIDCW-A)?

    What is the minimum sip amount of IDFC Equity Savings Fund of Income Dis cum Cptl Wdrl Opt (PIDCW-A)?

    Is IDFC Equity Savings Fund of Income Dis cum Cptl Wdrl Opt (PIDCW-A) good to invest in?

    What is the expense ratio of the IDFC Equity Savings Fund of Income Dis cum Cptl Wdrl Opt (PIDCW-A)?