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IDBI Equity Advantage Fund-Growth

Ranked 163 out of 307 in - India over 36 months
All calculations are in INR unless stated

Objective

To invest predominantly in a diversified portfolio of equity&equity related instruments with the objective to provided 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 in this scheme would be subject to a statutory lock-in of 3 years from the date of allotment to be eligible for income-tax benefits under Section 80C.Under normal circumstances the asset allocation pattern for the scheme will be:Equity&equity related instruments 80%-100%,Debt&money market instruments 0%-20%

Performance

India over : 30/06/2015 - 30/06/2018
  • Rank 163/307 Total Return
  • Rank 67/307 Standard Deviation
  • Rank 73/307 Max Drawdown

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -4.6% 2.5%
2017 35.3% 13.6% 6.6% 1.1% 10.6%
2016 -0.1% -3.1% 5.9% 8.3% -10.0%
2015 3.1% 6.2% -1.8% 0.3% -1.5%
2014 71.2% 6.7% 20.3% 16.6% 14.4%
2013 13.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. India

Fund Info

  • Launch date17/09/2013
  • Share Class size5,405Mn
  • Base currencyINR
  • ISIN INF397L01DY2

Purchase Info

  • Min. initial investment500
  • Min. regular additional investment500

Charges

  • Initial investment0

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).