IDFC Emerging Businesses Fund
An open ended equity scheme predominantly investing in small cap stocks
The Fund seeks to generate long term capital appreciation by investing predominantly in equities and equity linked securities within the small cap segment.
- Min Investment 5,000
- Min SIP Amount 100
- Exit Load1%
1% if redeemed/switched out within 1 year from the date of allotment
This product is suitable for investors who are seeking* :
- To create wealth over long term.
- Investment in equity and equity related instruments of small cap companies
Scheme is suitable for a minimum investment horizon of more than 5 years
Benchmark : S&P BSE 250 SmallCap TRIAlternate Benchmark : Nifty 50 TRI
Value of 10,000 invested in IDFC Emerging Businesses Fund - Regular Plan - Growth
IDFC Emerging Businesses Fund - Regular Plan - Growth
S&P BSE 250 Smallcap TRI #
Nifty 50 TRI ##
|Scheme Names||CAGR Returns (%)||Current value of Investment of 10,000|
|1 year||3 year||5 year||25/02/2020 Since inception||1 year||3 year||5 year||25/02/2020 Since inception|
|IDFC Emerging Businesses Fund - Regular Plan - Growth||100.30||N.A.||N.A.||N.A.||20,030.06||N.A.||N.A.||N.A.|
|S&P BSE 250 Smallcap TRI #||107.26||14.14||14.66||45.12||20,726.35||14,880.44||19,826.18||16,637.43|
|Nifty 50 TRI ##||54.58||15.00||15.08||14.19||15,457.71||15,220.17||20,191.45||82,521.01|
|# Scheme Benchmark | ## Scheme Alternate Benchmark|
This fund is managed by (w.e.f 25/02/2020)
View fund performance of other funds managed by Anoop Bhaskar
Past performance may or may not be sustained in future.
Regular and Direct Plans have different expense structure. Direct Plan shall have a lower expense ratio excluding distribution expenses, commission expenses etc.
For taxation, please refer the link : https://bit.ly/3o63xgQ