IDBI Equity Savings Fund
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Invested Amount--
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Wealth Gained--
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Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 8.7% | 10.8% | 7.7% | 7.3% | ||||
| Category Average | 16.1% | 24% | 13.6% | - |
Scheme Allocation
Advance Ratio
Exit Load
| Exit Load | 1.00% - for exit upto 12 months from the date of allotment. Nil - For exit after 12months from the date of allotment. |
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Fund Objective
The investment objective of the Scheme is to generate regular income by investing in Debt and money market instruments and using arbitrage and other derivative strategies. The Scheme also intends to generate long capital appreciation through unhedged exposure to equity and equity related instruments. However, there can be no assurance or guarantee that the investment objective of the scheme will be achieved.
Fund Managers
Alok Ranjan - Equity - Fund Manager
Mr. Alok Ranjan is the Head Equity and Fund Manager at IDBI Mutual Fund. He has about 25 years of experience in different fields of financial services. His educational qualifications include MBA (Finance) and B.Sc Physics (Honors). Before joining IDBI Mutual Fund, he worked with Shriram Asset Management Ltd.(Fund Manager), Way2wealth Securities Ltd.(Head of Research), and Advisory First Global Ltd.(Vice President Research).
Risk-O-Meter
Peer Comparison
- Fund Name
- Fund Size
- 1Y
- 3Y
- 5Y
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- Hybrid .
- Equity Savings .
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- 422
-
12%Fund Size - 422
-
16.4%Fund Size - 422
-
10.8%Fund Size - 422
-
- Hybrid .
- Equity Savings .
-
- 140
-
11.7%Fund Size - 140
-
16.1%Fund Size - 140
-
8.6%Fund Size - 140
-
- Hybrid .
- Equity Savings .
-
- 2,568
-
11.3%Fund Size - 2,568
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14.9%Fund Size - 2,568
-
9.4%Fund Size - 2,568
-
- Hybrid .
- Equity Savings .
-
- 2,171
-
11.6%Fund Size - 2,171
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13%Fund Size - 2,171
-
9.6%Fund Size - 2,171
-
- Hybrid .
- Equity Savings .
-
- 456
-
10.7%Fund Size - 456
-
12.3%Fund Size - 456
-
7.8%Fund Size - 456
AMC Contact Details
Frequently Asked Questions
How to invest in IDBI Equity Savings Fund ?
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for IDBI Equity Savings Fund in the search box.
- Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"
What is the NAV of IDBI Equity Savings Fund ?
How to redeem IDBI Equity Savings Fund holding ?
What is the minimum sip amount of IDBI Equity Savings Fund?
What are the top sectors IDBI Equity Savings Fund has invested in??
- ICICI Bank - 9.42%
- TCS - 7%
- Tata Steel - 6.15%
- Siemens - 5.9%
- DLF - 4.37%
How much returns have IDBI Equity Savings Fund generated ?
What is the expense ratio of IDBI Equity Savings Fund ?
What is the AUM of IDBI Equity Savings Fund?
What are the top stock holdings of IDBI Equity Savings Fund?
- ICICI Bank - 9.42%
- TCS - 7%
- Tata Steel - 6.15%
- Siemens - 5.9%
- DLF - 4.37%