- Mutual Funds
- IDFC Mutual Funds
- IDFC Nifty 50 Index Fund (Growth)
Formerly IDFC Nifty Gr
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical 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
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
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| IDFC Nifty 50 Index Fund (Growth) | 974,500 | 241,888 | 11.6% | |
| 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
reliance industries ltd
11%hdfc bank ltd
8.9%icici bank ltd
7.7%infosys ltd
6.8%housing development finance corp ltd
5.9%Allocation by Sector
financial services
37.5%energy
14%technology
13.9%consumer defensive
8.6%basic materials
6.9%Compare IDFC Nifty 50 Index Fund (Growth)
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 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.
| Fund Name | Scripbox 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)?
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.