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  • IDFC Mutual Funds
  • IDFC Nifty Fund (Growth)

Formerly IDFC Nifty A Gr

IDFC Mutual Funds

IDFC Nifty Fund (Growth)

EquityLarge Cap

Top Ranked

33.2594

NAV (Jun 24)

11.4%
5 Year CAGR
Scripbox Opinion
Top Ranked
IDFC Nifty Fund (Growth) is a good choice within large cap mutual funds.

Scripbox recommends other funds for investment in large cap.

Click here to see our recommendations.

Large cap funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).

Our analysis of this fundLearn how we rate funds ->

Track Record

12 Years. The Fund has Sufficient history for analysis and the track record is good.

Relative Size

420 Cr. Small within the category

Category View

Superior. The category has a superior investment outlook

Consistency Of Performance

Consistently Good. The fund has performed well consistently over a period of time

Scripbox Recommended Large Cap Funds

Want the large cap equity funds that are right for your long term equity investment needs?

Learn more

Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

33.2594

NAV (Jun 24)

Fund Returns

Last 1Y

0.2%

Last 3Y

11.2%

Last 5Y

11.4%

Last 10Y

12.7%

Since Inception

10.4%

6 Month CAGR

-7%

Scheme Information

Investment Objective

The investment objective of the scheme is to replicate the Nifty 50 by investing in securities of the Nifty 50 in the same proportion / weightage. However,there is no assurance or guarantee that the objectives of the scheme will be realized and the scheme does not assure or guarantee any returns .

Expense Ratio

0.36

Launched (12y ago)

Apr 30, 2010

AUM in Crores

419.112

ISIN

INF194K01920

Lock-in

No Lock-in

Benchmark

IISL Nifty 50 TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Fund Managers

Sumit Agrawal

Fund Manager

Nemish Sheth

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 93,3385.00%

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

Last updated on 2022-06-24

Top Stock Holdings

reliance industries ltd

12.5%
12.5%

hdfc bank ltd

8.4%
8.4%

infosys ltd

7.6%
7.6%

icici bank ltd

7.2%
7.2%

housing development finance corp ltd

5.7%
5.7%
See all holdings

Allocation by Sector

financial services

35.6%
35.6%

technology

15.8%
15.8%

energy

14.2%
14.2%

consumer defensive

8.2%
8.2%

basic materials

7.2%
7.2%
See all sectors

Comparison with Equity Funds

Fund NameScripbox OpinionFund SizeTrack Record
Nippon India Value Fund (G)
Nippon India Value Fund (G)

₹ 4,202 cr

5

₹ 13,023 cr

5

₹ 13,023 cr

5

₹ 4,202 cr

5

₹ 4,202 cr

5

About the AMC

IDFC Asset Management Company Limited

IDFC Asset Management Company Limited manages assets worth 121,537 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.

amc-img

  • 022-66289999
  • investormf@idfc.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    5.8%

    7.7%

    5%

    7.9%

    11.2%

    10.4%

    7.8%

    8.6%

    5.5%

    6.4%

    Investment Calculator

    Investment Duration5 years

    0

    Total Investment

    0

    Wealth Gained

    0

    Total Corpus Created (₹)

    With CAGR of 11.25 % in 5 years

    IDFC Nifty Fund (G) Review

    IDFC Nifty Fund (G) is a Large Cap Equity fund and has delivered an annualised return of 10.4% over a period of 12 years. The fund was previously known as IDFC Nifty A Gr. The fund is managed by IDFC Asset Management Company Limited. The fund managers are Nemish Sheth, Sumit Agrawal.

    Nav of IDFC Nifty Fund (G) as of 6/24/2022 is ₹33.26 with the total AUM as of 6/27/2022 is ₹419.112. With Scripbox you can compare and check the latest nav for all mutual funds in India. IDFC Nifty Fund (G) was launched on Apr 30, 2010. The category risk of the fund is Very High Risk.

    The minimum SIP amount for IDFC Nifty 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.

    IDFC Nifty Fund (G) 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 IISL Nifty 50 TR INR.

    IDFC Nifty Fund (G) is rated as a 4 fund in Equity and delivered 0.2% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with IDFC Nifty Fund (G).

    Frequently Asked Questions

    What is IDFC Nifty Fund (G)?

    IDFC Nifty Fund (G) is a Large Cap Equity scheme predominantly investing across Equity stocks with an investment objective to generate wealth over the long term.

    How to invest in IDFC Nifty Fund (G)?

    You can invest in IDFC Nifty 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 Nifty Fund (G)?

    The minimum sip amount for IDFC Nifty Fund (G) is ₹1000. You can invest in multiples of ₹5000.

    Is IDFC Nifty Fund (G) good to invest in?

    As per Scripbox experts, IDFC Nifty Fund (G) is a Top Ranked fund. You can investIDFC Nifty 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 Nifty Fund (G)?

    The expense ratio of the IDFC Nifty Fund (G) is 0.36% for regular plan.