Overview (as on 30 Jul 2021)

NAV

₹38.41

1y returns

44.834%

Fund AUM

₹518 Cr

Expense Ratio

1.2%

Min SIP

₹500

Min Lumpsum

₹500

Fund Performance

Calculator

Monthly SIP
Lumpsum

I would like to invest

 
For Time Period
5 years
Total investment
₹0

Asset Allocation

Sector Allocation
Financial Services
28.56%
Basic Materials
15.87%
Industrials
15.41%
Tech
14.52%
Consumer
12.04%
Energy
5.30%
Defensive
2.80%
Health
2.70%
Communication
1.57%
Utilities
1.21%
Size Breakup
Large Cap
74.84%
Mid Cap
23.63%
Small Cap
1.54%

Key Metrics

Beta 

0.0

Std deviation 

16.41%

Sharpe Ratio 

0.0

Holdings

Fund Details

Investment Objectives
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.
Scheme Name
IDBI Equity Advantage Fund Direct Growth
Scheme Document
Exit Load

After 0 Years : 0%

Plan Started
10 September, 2013
Fund Manager
Uma Venkatraman
Fund House Details
Fund House
IDBI Asset Management Limited
Email
contactus@idbimutual.co.in
Phone
+912266442802
Address
IDBI Asset Management Ltd.,5th floor, Mafatlal Centre,,Nariman Point,

Other Related Plans

Peer Funds

IDBI Equity Advantage Fund Direct Growth

NAV

₹38.41

INDmoney Analysis

    error

    Fund is in Bottom 50 percent in its Category

    Return score is based upon:

    Benchmark out performance
    Consistency of returns
    Performance efficiency
    success

    Fund is in Top 20 percent in its Category

    Risk score is based upon:

    Return volatility
    Risk management
    Market sensitivity

Fund Manager

Uma Venkatraman
Uma Venkatraman

leader

Work Experience
"null"

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