Formerly IDFC Arbitrage Plus Reg Gr
₹ 23.21
NAV (Mar 02)
Not Recommended
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
Track Record
13 Years. The Fund has Sufficient history for analysis and the track record is good.
Relative Size
53 Cr. Small 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
Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.
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Scheme Information
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.
Low
Low to Moderate
Moderate
Moderately High
High
Very High
Moderate Risk
2.35 %
Expense Ratio
Jun 09, 2008
Launched (13y ago)
₹ 53
AUM in Crores
INF194K01581
ISIN
No Lock-in
Lock-in
CRISIL Liquid Fund TR INR
Benchmark
₹ 1,000
SIP Minimum
₹ 5,000
Lumpsum Min.
Returns Calculator Comparison
of
for
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.
Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.
Comparison with Hybrid Funds
Aggressive Hybrid
26 Years
Age
Track Record
Aggressive Hybrid
22 Years
Age
Track Record
Aggressive Hybrid
22 Years
Age
Track Record
Conservative Hybrid
17 Years
Age
Track Record
Conservative Hybrid
18 Years
Age
Track Record
About the AMC
IDFC Asset Management Company Limited
IDFC Asset Management Company Limited manages assets worth 122,101 crores and was set up on 20 December 1999. It's current offering of mutual fund schemes includes 33 equity,198 debt and 32 hybrid funds.
Low Duration
Recommended
Top Ranked
₹ 6,524 Cr
Fund Size
7.3%
3Y returns
Low Duration
Top Ranked
₹ 6,524 Cr
Fund Size
5.4%
3Y returns
Low Duration
Top Ranked
₹ 6,524 Cr
Fund Size
5.3%
3Y returns
Low Duration
Top Ranked
₹ 6,524 Cr
Fund Size
5.3%
3Y returns
Low Duration
Top Ranked
₹ 6,524 Cr
Fund Size
0.4%
3Y returns
Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.
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IDFC Equity Savings Fund (G) is a equity savings hybrid fund and has delivered an annualised return of 6.8% over a period of 13 years .The fund was previously known as IDFC Arbitrage Plus Reg Gr.The fund is managed by IDFC Asset Management Company Limited.The fund managers are Harshal Joshi, Rajendra Mishra, Sachin Relekar, Yogik Pitti
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. However, there is no assurance that the objective of the scheme will be realized.
The IDFC Equity Savings Fund (G) fund was launched on Jun 09, 2008. The NAV (Net Asset Value) of this equity savings hybrid as of 2021-03-02 is ₹ 23.21. The total AUM (Asset Under Management) of the fund as of 2021-03-03 is ₹ 52.999. The category risk of the IDFC Equity Savings Fund (G) fund is Moderate Risk. The fund charges 2.35 % as expense ratio.
The fund’s highest allocation is towards others and has invested 55.2% in this asset class. The top three holdings of the fund are reliance industries limited,182 dtb 25032021 and 182 dtb 18022021
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 CRISIL Liquid Fund TR INR
IDFC Equity Savings Fund (G) has a score of 1 on a scale of 5. The fund scores 4 out of 5 based on historical performance. As compared to the other funds in its category, IDFC Equity Savings Fund (G) has a score of 2 out of 5. Scipbox has rated this fund 2 out of 5 based on consistency of performance over various years / tenures.