- Mutual Funds
- IDFC Mutual Funds
- IDFC Nifty Fund (Growth)
Formerly IDFC Nifty A Gr
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).
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?
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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
₹ 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
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
Returns Calculator Comparison
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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
reliance industries ltd
12.5%hdfc bank ltd
8.4%infosys ltd
7.6%icici bank ltd
7.2%housing development finance corp ltd
5.7%Allocation by Sector
financial services
35.6%technology
15.8%energy
14.2%consumer defensive
8.2%basic materials
7.2%Comparison with Equity Funds
| Fund Name | Scripbox Opinion | Fund Size | Track Record |
|---|---|---|---|
₹ 4,202 cr | |||
₹ 13,023 cr | |||
₹ 13,023 cr | |||
₹ 4,202 cr | |||
₹ 4,202 cr |
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.
| Fund Name | Scripbox 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 Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsIDFC 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)?
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.