Equity savings funds provides varying combinations of equity & debt and is suitable for investment objectives with duration specific to the fund category.
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
The performance of the fund on a Fund Size metric has been Poor
The performance of the fund on a Outperformance Consistency metric has been Poor
Want the equity funds that are right for your long term equity investment needs?
NAV (Dec 2)
6 Month CAGR
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.
Launched (14y ago)
Jun 09, 2008
AUM in Crores
Crisil Equity Savings Index TR INR
Standard Deviation (3yr)
Standard Deviation (5yr)
Sharpe Ratio (3yr)
Sharpe Ratio (5yr)
with step up of
|Instrument||Returns||Total Corpus||Gains||Annualised %|
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.
cash offset for derivatives52.4%
idfc cash dir gr7.8%
cash margin - derivatives5.7%
tata consultancy services ltd4.1%
|Fund Name||Fund Size||Rolling Returns|
₹ 21,109 cr
₹ 761 cr
₹ 428 cr
₹ 3,307 cr
₹ 2,759 cr
IDFC Asset Management Company Limited
IDFC Asset Management Company Limited manages assets worth 124,459 crores and was set up on 20 December 1999. It's current offering of mutual fund schemes includes 33 equity,204 debt and 27 hybrid funds.
|Fund Name||Scripbox Opinion||Till Date CAGR|
IDFC Equity Savings Fund (G) is a Equity Savings Hybrid fund and has delivered an annualised return of 6.7% over a period of 14 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, Nemish Sheth, Nishita Doshi, Viraj Kulkarni.
Nav of IDFC Equity Savings Fund (G) as of 12/2/2022 is ₹25.57 with the total AUM as of 12/3/2022 is ₹106.135. With Scripbox you can compare and check the latest nav for all mutual funds in India. IDFC Equity Savings Fund (G) was launched on Jun 09, 2008. The category risk of the fund is Low to Moderate Risk.
The minimum SIP amount for IDFC Equity Savings 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.
What is IDFC Equity Savings Fund (G)?
How to invest in IDFC Equity Savings Fund (G)?
You can invest in IDFC Equity Savings 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 Equity Savings Fund (G)?
The minimum sip amount for IDFC Equity Savings Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is IDFC Equity Savings Fund (G) good to invest in?
As per Scripbox experts, IDFC Equity Savings Fund (G) is a Not Recommended fund. You can investIDFC Equity Savings 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 Equity Savings Fund (G)?
The expense ratio of the IDFC Equity Savings Fund (G) is 1.37% for regular plan.