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  • IDFC Mutual Funds
  • IDFC Nifty 50 Index Fund (Growth)

Formerly IDFC Nifty Gr

IDFC Mutual Funds

IDFC Nifty 50 Index Fund (Growth)

EquityLarge Cap

Top Ranked

37.8983

NAV (Feb 03)

11.6%
5 Year CAGR
Scripbox Opinion
Top Ranked
These are the top-ranked funds within large cap mutual funds.

Our analysis of this fundLearn how we rate funds ->

Fund Size

Neutral

The performance of the fund on a Fund Size metric has been Neutral

Outperformance Consistency

Category Leader

The fund has been a Category Leader on the Outperformance Consistency metric

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

37.8983

NAV (Feb 3)

Fund Returns

Last 1Y

2.6%

Last 3Y

16%

Last 5Y

11.6%

Last 10Y

12.4%

Since Inception

11%

6 Month CAGR

2.7%

Scheme Information

Investment Objective

The investment objective of the scheme is to replicate the Nifty 50 index by investing in securities of the Nifty 50 Index in the same proportion / weightage.

Expense Ratio

0.6

Launched (13y ago)

Apr 30, 2010

AUM in Crores

582.432

ISIN

INF194K01920

Lock-in

No Lock-in

Benchmark

IISL Nifty 50 TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Standard Deviation (3yr)

22.3

Standard Deviation (5yr)

19.1

Beta (3yr)

0.99

Beta (5yr)

0.99

Sharpe Ratio (3yr)

0.542

Sharpe Ratio (5yr)

0.376

YTM

0

Fund Managers

Nemish Sheth

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
IDFC Nifty 50 Index Fund (Growth)70%974,500 241,88811.6%
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 2023-02-03

Top Stock Holdings

reliance industries ltd

11%
11%

hdfc bank ltd

8.9%
8.9%

icici bank ltd

7.7%
7.7%

infosys ltd

6.8%
6.8%

housing development finance corp ltd

5.9%
5.9%
See all holdings

Allocation by Sector

financial services

37.5%
37.5%

energy

14%
14%

technology

13.9%
13.9%

consumer defensive

8.6%
8.6%

basic materials

6.9%
6.9%
See all sectors

Compare IDFC Nifty 50 Index Fund (Growth)

Fund NameFund SizeOutperformance Consistency
Nippon India Value Fund (G)
Nippon India Value Fund (G)

₹ 4,848 cr

₹ 10,444 cr

₹ 15,500 cr

₹ 10,444 cr

₹ 15,500 cr

About the AMC

IDFC Asset Management Company Limited

IDFC Asset Management Company Limited manages assets worth 120,634 crores and was set up on 20 December 1999. It's current offering of mutual fund schemes includes 33 equity,212 debt and 27 hybrid funds.

amc-img

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

    -

    4.2%

    -

    4.1%

    -

    4.1%

    -

    4.1%

    5.4%

    7.9%

    IDFC Nifty 50 Index Fund (G) Review

    IDFC Nifty 50 Index Fund (G) is a Large Cap Equity fund and has delivered an annualised return of 11% over a period of 12 years. The fund was previously known as IDFC Nifty Gr. The fund is managed by IDFC Asset Management Company Limited. The fund manager’s name is Nemish Sheth.

    Nav of IDFC Nifty 50 Index Fund (G) as of 2/3/2023 is ₹37.90 with the total AUM as of 2/5/2023 is ₹582.432. With Scripbox you can compare and check the latest nav for all mutual funds in India. IDFC Nifty 50 Index 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 50 Index 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 50 Index 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 50 Index Fund (G) is rated as a 4 fund in Equity and delivered 2.6% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with IDFC Nifty 50 Index Fund (G).

    Frequently Asked Questions

    What is IDFC Nifty 50 Index Fund (G)?

    IDFC Nifty 50 Index Fund (G) is a Large Cap Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

    How to invest in IDFC Nifty 50 Index Fund (G)?

    You can invest in IDFC Nifty 50 Index 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 50 Index Fund (G)?

    The minimum sip amount for IDFC Nifty 50 Index Fund (G) is ₹1000. You can invest in multiples of ₹5000.

    Is IDFC Nifty 50 Index Fund (G) good to invest in?

    As per Scripbox experts, IDFC Nifty 50 Index Fund (G) is a Top Ranked fund. You can investIDFC Nifty 50 Index 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 50 Index Fund (G)?

    The expense ratio of the IDFC Nifty 50 Index Fund (G) is 0.6% for regular plan.