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IDFC Emerging Businesses Fund

An open ended equity scheme predominantly investing in small cap stocks

EquityInception Date:25/02/2020Ask an Advisor

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 Load
    1%

    1% if redeemed/switched out within 1 year from the date of allotment

Investors understand that their principal will be at Very High.

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

*Investors should consult their financial advisers if in doubt about whether the product is suitable for them.

Scheme is suitable for a minimum investment horizon of more than 5 years

Benchmark : S&P BSE 250 SmallCap TRIAlternate Benchmark : Nifty 50 TRI

Select
Annualised Returns(as on 30th Jun, 2021)100.30%1yrN.A.3yrN.A.5yr
*NAV 21.9100 as on 29/07/20210.28(1.29%) Get NAV History
#IDCW: Income Distribution cum Capital Withdrawal Option

Value of 10,000 invested in IDFC Emerging Businesses Fund - Regular Plan - Growth

Annualized Returns

IDFC Emerging Businesses Fund - Regular Plan - Growth

Value:20,030.06

Return:100.30%

S&P BSE 250 Smallcap TRI #

Value:20,726.35

Return:107.26%

Nifty 50 TRI ##

Value:15,457.71

Return:54.58%
Scheme NamesCAGR Returns (%)Current value of Investment of 10,000
1 year3 year5 year25/02/2020 Since inception1 year3 year5 year25/02/2020 Since inception
IDFC Emerging Businesses Fund - Regular Plan - Growth100.30N.A.N.A.N.A.20,030.06N.A.N.A.N.A.
S&P BSE 250 Smallcap TRI #107.2614.1414.6645.1220,726.3514,880.4419,826.1816,637.43
Nifty 50 TRI ##54.5815.0015.0814.1915,457.7115,220.1720,191.4582,521.01
# Scheme Benchmark   |   ## Scheme Alternate Benchmark

This fund is managed by Anoop Bhaskar (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.

Taxation:

For taxation, please refer the link :  https://bit.ly/3o63xgQ