- Mutual Funds
- IDFC Mutual Funds
- IDFC Equity Savings Fund Opt (RIDCW-Q)
Formerly IDFC Equity Savings Reg Qt DR
IDFC Equity Savings Fund Opt (RIDCW-Q)
₹ 12.182
NAV (Aug 05)
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.
Scripbox Recommended Equity Funds
Want the large cap equity funds that are right for your long term equity investment needs?
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Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 12.182
NAV (Aug 5)
Fund Returns
Last 1Y | 3.8% |
Last 3Y | 8.2% |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 7.2% |
6 Month CAGR | 0.4% |
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.
Expense Ratio | 1.37 |
Launched (4y ago) | Nov 26, 2018 |
AUM in Crores | 107.005 |
ISIN | INF194KA17J8 |
Lock-in | No Lock-in |
Benchmark | Crisil Equity Savings Index TR INR |
SIP Minimum | 0 |
Lumpsum Min. | 5000 |
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.
Asset allocation and Holdings
Top Stock Holdings
cash offset for derivatives
46.3%triparty repo
14.2%cash margin - derivatives
7.7%idfc cash dir gr
7.6%bajaj finance ltd
4.6%Allocation by Sector
financial services
17%technology
11.1%consumer cyclical
9.1%healthcare
6.3%basic materials
6.2%Comparison with Hybrid Funds
| Fund Name | Fund Size | Rolling Returns |
|---|---|---|
₹ 25,788 cr | ||
₹ 25,788 cr | ||
₹ 25,788 cr | ||
₹ 25,788 cr | ||
₹ 25,788 cr |
About the AMC
IDFC Asset Management Company Limited
IDFC Asset Management Company Limited manages assets worth 122,611 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.
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
5.4% | 7.8% | ||
4.5% | 8% | ||
17.4% | 11.2% | ||
7.8% | 8.6% | ||
5.1% | 7.2% |
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsIDFC Equity Savings Fund Opt (RIDCW-Q) Review
IDFC Equity Savings Fund Opt (RIDCW-Q) is a Equity Savings Hybrid fund and has delivered an annualised return of 7.2% 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, Nemish Sheth, Nishita Doshi, Viraj Kulkarni.
Nav of IDFC Equity Savings Fund Opt (RIDCW-Q) as of 8/5/2022 is ₹12.18 with the total AUM as of 8/6/2022 is ₹107.005. With Scripbox you can compare and check the latest nav for all mutual funds in India. IDFC Equity Savings Fund Opt (RIDCW-Q) was launched on Nov 26, 2018. The category risk of the fund is Low to Moderate Risk.
The minimum SIP amount for IDFC Equity Savings Fund Opt (RIDCW-Q) 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. Check your estimated returns on mutual funds by using sip calculator.
Frequently Asked Questions
What is IDFC Equity Savings Fund Opt (RIDCW-Q)?
How to invest in IDFC Equity Savings Fund Opt (RIDCW-Q)?
You can invest in IDFC Equity Savings Fund Opt (RIDCW-Q) 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 Opt (RIDCW-Q)?
The minimum sip amount for IDFC Equity Savings Fund Opt (RIDCW-Q) is ₹0. You can invest in multiples of ₹5000.
Is IDFC Equity Savings Fund Opt (RIDCW-Q) good to invest in?
As per Scripbox experts, IDFC Equity Savings Fund Opt (RIDCW-Q) is a Not Recommended fund. You can investIDFC Equity Savings Fund Opt (RIDCW-Q) 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 Opt (RIDCW-Q)?
The expense ratio of the IDFC Equity Savings Fund Opt (RIDCW-Q) is 1.37% for regular plan.