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IDFC Nifty 50 Index Fund (Previously known as IDFC Nifty Fund)

An open ended scheme tracking Nifty 50 Index

ETF/IndexInception Date:30/04/2010
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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)

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Annualised Returns(as on 31st Jul, 2022)9.68%1yr16.24%3yr12.32%5yr
NAV 37.2163 as on 08/08/20221 Day Change: 0.29(0.77%)

Scheme is suitable for a minimum investment horizon of more than 3 years

Tier 1 Benchmark : Nifty 50 TRIAlternate Benchmark : NA

Performance as on 31st July 2022

Scheme NamesCAGR Returns (%)Current value of Investment of 10,000
1 year3 year5 year10 year30/04/2010 Since inception1 year3 year5 year10 year30/04/2010 Since inception
IDFC Nifty 50 Index Fund - Regular Plan - Growth9.6816.2412.3213.8011.1210,96815,71217,89136,48336,418
10.1316.7012.7514.2811.4911,01315,89818,23038,04537,901
10.6116.4713.5414.5711.7311,06115,80618,88239,01138,932
^ Tier 1 Benchmark   |   ^^ Alternate Benchmark   |   ^^^ Tier 2 Benchmark

This fund is managed by Mr. Nemish Sheth (w.e.f 01/03/2022)

View fund performance of other funds managed by Mr. Nemish Sheth

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/3a5CcbE

IDFC Nifty 50 Index Fund (Previously known as IDFC Nifty Fund)

(Scheme Risk-o-meter)

Investors understand that their principal will be at Very High Risk.

Nifty 50 TRI

(Tier 1 Benchmark Risk-o-meter)

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.

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