
This women's day, let's cover a new
mile in your investment journey
Invest with direct mutual funds • 0% commission • Up to 1.5% higher returns
Scheme Name | Risk | 5 year return (%) | Fund Objective |
---|---|---|---|
IDBI Equity Advantage Fund | Moderately High | 19.44 | The fund is an open-ended equity linked savings scheme which invests in equity and equity related instruments of companies across market capitalisation. It aims to achieve wealth generation along with regular income with a mandatory lock-in period of 3 years. Apart from capital appreciation, you get the tax benefit available under Section 80C of the Income-Tax Act, 1961. The fund manager maintains a well-diversified portfolio of stocks which are picked based on their growth potential. |
IDBI Nifty Junior Index Fund | Moderately High | 16.89 | It is an open-ended fund which invests in stocks of Nifty Next 50 Index in the same proportion as they exist in the index. The fund manager may also invest in derivatives like Futures and Options based on the stocks as the underlying asset. He follows a passive investment strategy and seeks to minimize the tracking error between the fund and the index. He aims at replicating the performance and earning returns similar to the Total Returns Index of Nifty Next 50 Index. |
IDBI India Top 100 Equity Fund | Moderately High | 12.18 | Being an open-ended fund, it invests in stocks of large cap companies. The fund manages aims to achieve wealth creation in the long run by providing opportunities to take exposure in equity and equity related instruments of companies having high growth potential across various sectors. However, the scheme does not guarantee achievement of objectives as planned. |
IDBI Diversified Equity Fund | Moderately High | 7.25 (3 years) | It is an open-ended multi cap fund which invests in a well-diversified portfolio of equity and equity related instruments of companies across market capitalisation. The fund manager targets wealth maximisation over the long run by seeking opportunities across diverse sectors. However, the fund performance in future is not guaranteed as per the objectives. |
Scheme Name | Risk | 3 year return (%) | Fund Objective |
---|---|---|---|
IDBI Credit Risk Fund | Moderate | 6.22 | The fund is an open-ended debt scheme which aims at achieving wealth maximisation and generating regular income. The fund manager invests in AA and below-rated corporate bonds across different maturities. However, the fund does not guarantee or assure achievement of the investment objective. |
IDBI Gilt Fund | Moderate | 4.07 | Being an open-ended debt scheme, it aims to create wealth over the medium term along with seeking opportunities for regular income generation. The fund manager maintains a well-diversified portfolio by investing in central government dated securities, state government securities and treasury bills across different maturities. The scheme, however, does not provide assured returns. |
IDBI Dynamic Bond Fund | Moderate | 4.10 | Being an open-ended debt scheme, it invests in high-credit quality debt and money market instruments across different maturities. The fund manager aims to generate income along with maintaining liquidity of the portfolio. Attempts are made to take advantage of the dynamic interest rate regime by using active management. |
IDBI Liquid Fund | Low | 7.17 | It is an open-ended debt scheme which invests in low-risk portfolio of money market and debt instruments with maturity of up to 91 days. The fund manager ensures high level of liquidity within the portfolio along with regular income for the investors. However, there is no guarantee of assured fund returns. |
IDBI Ultra Short Term Fund | Moderately Low | 6.70 | It is an open-ended debt scheme which invests in debt and money market instruments which mature between 3 months to 6 months. The scheme aims to generate regular income for the investors by maintaining a lower interest rate risk profile of the portfolio. |
Scheme Name | Risk | 5 year return (%) | Fund Objective |
---|---|---|---|
IDBI Hybrid Equity Fund | Moderately High | -6.25 (1 year) | It is an open-ended hybrid scheme which aims at creating opportunities for wealth creation along with income generation. The fund manager invests in a well-diversified portfolio comprising equity, debt and money market instruments. |
IDBI Equity Savings Fund | Moderately High | 6.18 | It is an open-ended scheme which invests in a diverse portfolio comprising of equity, arbitrage and debt instruments. The fund manager aims to provide regular income by following arbitrage strategy. Wealth maximisation is achieved through unhedged exposure to equity and equity related instruments. |