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.
No single fund can achieve what a plan can. Learn why
Historical NAV
₹ 12.26
NAV (Oct 21)
Fund Returns
Last 1Y
15.1%
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
8.7%
6 Month CAGR
8%
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 130,443 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.
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
Neutral
Not Recommended
Track Record
We look at consistent and long historical performance for our analysis.
Fund Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.
Sub-asset Class View
We check if the sub-category of the fund is recommended by us.
Fund 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.
Fund 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 Attractiveness
We check the credit quality of the underlying instruments present in the fund. Higher the better.
Equity Funds
Debt Funds
How to invest in best mutual funds?
Investing through Scripbox is made easy and paperless. All you need to do is follow the below steps and start investing.
01
Choose a plan
Choose a plan to invest to start investing
02
Create an Account
Create an account with Scripbox through a paperless process, to invest in this fund.
03
Invest online & transfer
Invest via netbanking, UPI or through an SIP (eNACH mandate).
04
Track your investments
Track, invest more and withdraw your investments through the Scripbox dashboard
TRUST
4100+Crores
2500+Cities
7200+Customers
We manage to deliver better strategies to people who trust us.
We thrive on trust. You don’t need to just take our word for it! Get started with your wealth creation without worry.
Investing has helped me dream bigger for my lifeDr. Shraddha BahirwaniSr. Dental Consultant
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 8.7% over a period of 2 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, 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 fund as of 2021-10-21 is ₹12.26. The total AUM (Asset Under Management) of the fund as of 22/10/2021 is ₹61.696. 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 2.33 % 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 57.8% in this asset class. The top three holdings of the fund are , cash offset for derivatives , idfc nifty etf , 182 dtb 09122021 , rural electrification corporation limited , cash margin - derivatives , reliance industries ltd , sun pharmaceuticals industries ltd , triparty repo , tata consultancy services ltd , tech mahindra ltd , future on sun pharmaceuticals industries ltd , future on reliance industries ltd , future on jsw steel ltd , jsw steel ltd , future on hindustan petroleum corp ltd , hindustan petroleum corp ltd , future on hdfc asset management company limited , hdfc asset management company limited , hdfc bank ltd , future on tata chemicals ltd , future on adani ports & special economic zone ltd , adani ports & special economic zone ltd , future on titan co ltd , tata chemicals ltd , titan co ltd , future on mahindra & mahindra ltd , mahindra & mahindra ltd , future on tech mahindra ltd , bharti airtel ltd , aurobindo pharma ltd , future on aurobindo pharma ltd , dabur india ltd , future on dabur india ltd , future on tata consultancy services ltd , icici bank ltd , future on lic housing finance ltd , lic housing finance ltd , sbi life insurance company limited , future on sbi life insurance company limited , bajaj auto ltd , future on marico ltd , marico ltd , icici prudential life insurance company limited , torrent power ltd , mrf ltd , ultratech cement ltd , gujarat state petronet ltd , future on tata power co ltd , tata power co ltd , housing development finance corp ltd , larsen & toubro ltd , future on pidilite industries ltd , pidilite industries ltd , future on bajaj auto ltd , maruti suzuki india ltd , exide industries ltd , torrent pharmaceuticals ltd , crompton greaves consumer electricals ltd , thermax ltd , alkem laboratories ltd , future on torrent pharmaceuticals ltd , sundaram finance ltd , hdfc life insurance company limited , coromandel international ltd , rallis india ltd , future on bharti airtel ltd , laurus labs ltd , cash margin - ccil , apl apollo tubes ltd , nestle india ltd , future on nestle india ltd , dr reddy's laboratories ltd , axis bank ltd , net receivables/payables , bajaj finance ltd
IDFC Equity Savings Fund of Income Dis cum Cptl Wdrl Opt (RIDCW-Q) Sip
The minimum SIP (Systematic Investment Plan) amount for this is ₹null 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.
