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.
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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.
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.
IDFC Asset Management Company Limited manages assets worth 123,045 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.
We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.
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?
Recommended
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.
Top Ranked
Not Recommended
Track Record
We look at consistent and long historical performance for our analysis.
Relative Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.
Category View
We check if the sub-category of the fund is recommended by us.
Consistency Of Performance
Consistency of performance over various tenures is analysed for a relative performance stack.
Track Record
We look at consistent and long historical performance for our analysis.
Relative 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
We check the relative interest rate risk of the sub-category of the fund. Lower the better.
Credit Quality Of Fund’s Portfolio
We check the relative interest rate risk of the sub-category of the fund. Lower the better.
Equity Funds
Debt Funds
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About IDFC Equity Savings Fund of Income Dis cum Cptl Wdrl Opt (RIDCW-Q)
About IDFC Equity Savings Fund of Income Dis cum Cptl Wdrl Opt (RIDCW-Q)
IDFC Equity Savings Fund of Income Dis cum Cptl Wdrl Opt (RIDCW-Q) is a equity savings hybrid fund and has delivered an annualised return of 7.5% over a period of 3 years .The fund was previously known as IDFC Equity Savings Reg Qt DR.The fund is managed by IDFC Asset Management Company Limited.The fund managers are Harshal Joshi, Rajendra Mishra, Sachin Relekar, Yogik Pitti
IDFC Equity Savings Fund of Income Dis cum Cptl Wdrl Opt (RIDCW-Q) 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. However, there is no assurance that the objective of the scheme will be realized.
IDFC Equity Savings Fund of Income Dis cum Cptl Wdrl Opt (RIDCW-Q) NAV,AUM,Risk
The IDFC Equity Savings Fund of Income Dis cum Cptl Wdrl Opt (RIDCW-Q) fund was launched on Nov 26, 2018. The NAV (Net Asset Value) of this equity savings hybrid as of 2021-05-06 is ₹ 11.5. The total AUM (Asset Under Management) of the fund as of 2021-05-07 is ₹ 53.585. The category risk of the IDFC Equity Savings Fund of Income Dis cum Cptl Wdrl Opt (RIDCW-Q) fund is Moderate Risk.
The fund charges 2.34 % as expense ratio.
IDFC Equity Savings Fund of Income Dis cum Cptl Wdrl Opt (RIDCW-Q) Holdings
The fund’s highest allocation is towards others and has invested 54.1% in this asset class. The top three holdings of the fund are reliance industries limited,364 dtb 03062021 and 182 dtb 29042021
IDFC Equity Savings Fund of Income Dis cum Cptl Wdrl Opt (RIDCW-Q) SIP
The minimum SIP (Systematic Investment Plan) amount for this is ₹ 0 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 Equity Savings Fund of Income Dis cum Cptl Wdrl Opt (RIDCW-Q) 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 CRISIL Liquid Fund TR INR
IDFC Equity Savings Fund of Income Dis cum Cptl Wdrl Opt (RIDCW-Q) Review
IDFC Equity Savings Fund of Income Dis cum Cptl Wdrl Opt (RIDCW-Q) 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 of Income Dis cum Cptl Wdrl Opt (RIDCW-Q) 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.
