IDFC Nifty Fund
An open ended scheme tracking Nifty 50 Index
IDFC Nifty Fund is an index fund which is managed passively by investing in proportion to the Nifty 50.
- Min Investment 5,000
- Min SIP Amount 100
- Exit Load
NIL (w.e.f. 4th February 2019)
This product is suitable for investors who are seeking* :
- To create wealth over long term.
- Investment in equity and equity related instruments forming part of Nifty 50 index.
Scheme is suitable for goals with a horizon of 5+ years, 3-5 years
Benchmark : Nifty 50 TRIAlternate Benchmark : CRISIL 1 Year T-Bill Index
Arpit Kapoor has over a decade of experience in the Finance industry and has been associated with IDFC AMC since October 2015 where he tracks Auto, Consumer, Healthcare and the NBFC space.
He is managing this fund since 13/05/2019
Sumit Agarwal is passionate about wealth creation through equities as an asset class. Sumit has a solid mix of sell side & buy-side fundamental research and portfolio management experience.
He is managing this fund since 01/03/2017
Value of 10,000 invested in IDFC Nifty Fund - Regular Plan - Growth
IDFC Nifty Fund - Regular Plan - GrowthValue:8,848.58
Nifty 50 TRI #Value:8,839.79
S&P BSE SENSEX TRI ##Value:8,952.05
|Scheme Names||CAGR Returns (%)||Current value of Investment of 10,000|
|1 year||3 year||5 year||30/04/2010 Since inception||1 year||3 year||5 year||30/04/2010 Since inception|
|IDFC Nifty Fund - Regular Plan - Growth||-11.43||3.71||5.20||7.83||8,848.58||11,155.03||12,891.27||21,540.8|
|Nifty 50 TRI #||-11.51||3.95||5.55||8.13||8,839.79||11,233.23||13,104.23||22,145.16|
|S&P BSE SENSEX TRI ##||-10.40||5.31||5.98||8.52||8,952.05||11,680.58||13,372.11||22,986.72|
|# Scheme Benchmark | ## Scheme Alternate Benchmark|
This fund is managed by Arpit Kapoor (w.e.f 13/05/2019 ), Sumit Agrawal (w.e.f 01/03/2017 )
*Performance based on NAV as on 30/06/2020.
View fund performance of other funds managed by Arpit Kapoor, Sumit Agrawal
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/2BbIG7j
Dividend HistoryDividend History
|Record Date||/ Unit||NAV|