IDBI Equity Advantage Fund - Regular (D)

IDBI Equity Advantage Fund - Regular (D)

AMC Name: IDBI Mutual Fund

Riskometer

Moderately High

Investment Objective

Bench Mark S&P BSE 200 TRI
Fund Manager Uma Venkatraman
Fund Horizon OPEN
Inception Date 10-Sep-2013
Scheme AUM(CR) ` 536.61
Minimum SIP/LUMPSUM ` 500/ ` 1000
Increment SIP/LUMPSUM ` 0/ ` 1
SIP Dates 1,5,10,15,20,25
Entry Load Nil
Exit Load Nil
Expense Ratio 2.47

Asset Allocation

  • Equity Diversified
  • Gilt Funds
  • Short term debit
  • Liquid funds

Performance

Period Returns BenchMark
1 Month 0.49% -2.64%
3 Month -3.83% -6.10%
6 Month 1.53% 2.71%
1 Year -10.07% -6.27%
3 Year 4.88% 8.82%
5 Year 10.13% 8.83%
Since Inception 16.49% 0.00%

Note:Return for more than 1 year are computed on CAGR basis

Sector Allocation

  • Banks
  • Software
  • Power & Others
  • Pharma
  • Finance
  • Consumer Non Durables
  • Transport
  • Telecommunication Service
  • Construction Projects
  • Non Ferrous Metal
  • Automobiles
  • Chemicals & Others
  • Ferrous Metal
  • Oil & Others
  • Debt
  • Gas & Others
  • Auto Ancillary
  • Services
  • Mineral
  • Pesticides
  • Cash & Others
  • Others