IDBI Equity Advantage Fund - Regular (G)

IDBI Equity Advantage Fund - Regular (G)

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) ` 546.78
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 2.51

Asset Allocation

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

Performance

Period Returns BenchMark
1 Month -0.16% -1.35%
3 Month -2.23% -6.17%
6 Month -3.10% -5.12%
1 Year -8.45% -4.92%
3 Year 4.41% 7.72%
5 Year 8.25% 7.85%
Since Inception 16.44% 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