otherHigh risk

IDFC Premier Equity Fund_Plan B - Growth

A specialised fund. Check the scheme details for what it invests in. From IDFC Mutual Fund. It's been running since 6 Apr 2009.

Latest price per unit

₹57.529

▲ 0.82% today

As of 17 Feb 2017 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹1.20 L

▲ ₹20.3k gain · 20.3% / year

Invested 3 years ago

₹1.88 L

▲ ₹88.2k gain · 23.5% / year

Invested 5 years ago

₹2.33 L

▲ ₹1.33 L gain · 18.4% / year

These are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.

Price over time

How the per-unit price has moved. Tap a range to zoom in.

Bumpiness & worst drops

Day-to-day bumpiness

14.4%

The value swings roughly 14% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-22.96%

A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.

Technical details (for the pros)

CAGR — 1 year20.31%

CAGR — 3 years23.47%

CAGR — 5 years18.40%

CAGR — since launch24.79%

Volatility — 1 year (annualised)12.39%

Volatility — 3 years (annualised)14.45%

Max drawdown — 1 year-14.36%

Max drawdown — 3 years-19.24%

Sharpe ratio — 1 year (rf=6%)1.04

Sharpe ratio — 3 years (rf=6%)1.09

Fund info

Fund house: IDFC Mutual Fund
Category: Income
Plan: —
Option: Growth
ISIN (Growth): —
ISIN (Div re-invest): —
Fund code: 111862
First price on record: 6 Apr 2009 · 1,938 daily prices

Numbers are computed from stored daily prices from mfapi.in/AMFI. This is descriptive analytics, not investment advice. Past performance is not indicative of future returns.