Based on 1,3,5 Yr performance,
stability of returns.
It is the Category Rank and
not the Sub-category Rank.
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| Asset Size: | 547Cr |
| Expense Ratio: | 2.51% |
| Fund Manager(s): | Ayushi Sethia, |
| 5year Returns: | 8.55% |
IDBI Equity Advantage Fund Regular Growth
Tax Savings
ELSS (Tax Savings)
Nav :
24.97
(
-1.30%)
September 17th, 2019
Rank (of 245)
9
Annualized Returns(5 yrs)
8.55%
Investment Horizon
>3 Yr
Doubled Money
8yrs 6m
Tax Savings
ELSS (Tax Savings)
Nav :
24.97
(
-1.30%)
September 17th, 2019
People currently viewing this : 1
Upwardly's Take :
Over the years, ELSS funds have given the best returns out of all the tax saving instruments under 80 C like PF, FDs, ULIPs, Post office deposits, KVP etc. This fund has a lock-in for 3 years.
Ideal for medium-term to long term goals. Invest in this fund to maximize your returns for a foreseeable future.
FUND PAST PERFORMANCE
Fund's historical return with Fixed Deposit
3m
6m
1y
3y
5y
3 and 6 Months returns are absolute
Assuming 30% tax bracket
FUND MULTIPLIER
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Take To Multiply
2x
4x
5x
TOP 5 HOLDING INVESTED IN
TOP 5 SECTORS INVESTED IN
FUND DETAIL INFORMATION
The Scheme will seek to invest predominantly in a diversified portfolio of equity and equity related instruments with the objective to provide investors with opportunities for capital appreciation and income along with the benefit of income-tax deduction(under section 80C of the Income-tax Act,1961) on their investments. Investments in this scheme would be subject to a statutory lock-in of 3 years from the date of allotment to be eligible for income-tax benefits under Section 80C. There can be no assurance that the investment objective under the scheme will be realized.
Basic Details
Fund House
IDBI
Launch Date
September 10th, 2013
Expense Ratio
2.51%
Fund Category Risk
High
Std Dev (1Yr)
14.338
Std Dev (3Yr)
13.451
Std Dev (5Yr)
14.02
Asset Size
547Cr
Investment Details
Investment Plan
Growth
Exit Load
No Exit Load
Contact Details
Fund Manager(s)
Phone No.
+91 22 66442800
Website