otherHigh risk

IDFC Imperial 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 8 Apr 2009.

Latest price per unit

₹25.0217

▲ 0.31% 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

₹1.28 L

▲ ₹28.1k gain · 28.1% / year

Invested 3 years ago

₹1.46 L

▲ ₹45.9k gain · 13.4% / year

Invested 5 years ago

₹1.53 L

▲ ₹52.7k gain · 8.8% / 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

14.7%

The value swings roughly 15% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-26.15%

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 year28.13%

CAGR — 3 years13.42%

CAGR — 5 years8.83%

CAGR — since launch12.09%

Volatility — 1 year (annualised)13.58%

Volatility — 3 years (annualised)14.68%

Max drawdown — 1 year-12.61%

Max drawdown — 3 years-24.12%

Sharpe ratio — 1 year (rf=6%)1.42

Sharpe ratio — 3 years (rf=6%)0.48

Fund info

Fund house: IDFC Mutual Fund
Category: Income
Plan: —
Option: Growth
ISIN (Growth): —
ISIN (Div re-invest): —
Fund code: 111865
First price on record: 8 Apr 2009 · 1,937 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.