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IDBI Equity Advantage Fund - Growth Regular

Category: Equity Linked Savings Schemes (ELSS)
Launch Date: 10-09-2013
Asset Class: Equity
Benchmark: S&P BSE 200
Expense Ratio: 2.9% As on (30-09-2017)
Status: Open Ended Schemes(ELSS) for subscription
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 643 Cr As on (30-09-2017)
Turn over: 30.0
NAV as on 19-04-2018

27.54

0.11 (0.3994%)

CAGR Since Inception

24.47%

S&P BSE 200 13.94%

PERFORMANCE of IDBI Equity Advantage Fund - Growth Regular

Scheme Performance (%)

Data as on - 19-04-2018

Yearly Performance (%)

Fund Managers

Mr. V Balasubramanian

Mr. Balasubramanian is a M.Com and CAIIB. Prior to joining IDBI Mutual Fund he has worked with Treasury Branch of Indian Bank.

Investment Objective

The scheme seeks to invest in equity and equity related instruments with the objective to provide investors with opportunities for capital appreciation and income along with the benefit of income tax deduction (under Section 80c of the Income Tax Act, 1961) on their investments, subject to a statutory lock-in for three years.

RETURNS CALCULATOR for IDBI Equity Advantage Fund - Growth Regular

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

riskometer

Key Performance and Risk Statistics of IDBI Equity Advantage Fund - Growth Regular

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
IDBI Equity Advantage Fund - Growth Regular 14.16 1.07 -5.43 0.98 - -
Equity Linked Savings Schemes (ELSS) - - - - - -

PEER COMPARISION of IDBI Equity Advantage Fund - Growth Regular

Period
Data as on - 19-04-2018
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
IDBI Equity Advantage Fund - Growth Regular 10-09-2013 19.12 17.55 10.0 0.0 0.0
BOI AXA Tax Advantage Fund-Regular Plan- Growth 25-02-2009 32.76 26.15 14.04 20.94 0.0
IDFC Tax Advantage (ELSS) Fund-Regular Plan-Growth 26-12-2008 27.07 26.78 13.32 22.98 0.0
Axis Long Term Equity Fund - Growth 29-12-2009 23.48 19.67 10.91 24.38 0.0
Aditya Birla Sun Life Tax Savings Fund - Regular Plan - Growth Option 28-03-2004 23.02 21.91 12.81 20.09 10.72
Aditya Birla Sun Life Tax Relief 96 - Growth Option 06-03-2008 22.91 21.76 12.99 23.52 12.4
Aditya Birla Sun Life Tax Plan - Regular Plan - Growth Option 02-02-1999 22.61 21.27 12.54 22.77 12.5
Taurus Tax Shield- Regular Plan - Growth Option 31-03-1996 22.4 23.34 11.93 16.89 11.15
Principal Tax Savings Fund 31-03-1996 22.3 26.04 15.37 22.59 10.07
LIC MF Tax Plan-Regular Plan-Growth 31-03-1997 20.66 20.36 8.91 18.13 9.1

PORTFOLIO ANALYSIS of IDBI Equity Advantage Fund - Growth Regular

Asset Allocation (%)

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