otherHigh risk

IDFC 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 16 Jul 2009.

Latest price per unit

₹21.46

▲ 0.60% 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

₹1.26 L

▲ ₹26.2k gain · 26.2% / year

Invested 3 years ago

₹1.44 L

▲ ₹44.5k gain · 13.0% / year

Invested 5 years ago

₹1.62 L

▲ ₹62.1k gain · 10.1% / 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

14.5%

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

Worst drop ever

-26.20%

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 year26.17%

CAGR — 3 years13.04%

CAGR — 5 years10.14%

CAGR — since launch10.59%

Volatility — 1 year (annualised)13.29%

Volatility — 3 years (annualised)14.53%

Max drawdown — 1 year-11.63%

Max drawdown — 3 years-22.89%

Sharpe ratio — 1 year (rf=6%)1.34

Sharpe ratio — 3 years (rf=6%)0.46

Fund info

Fund house: IDFC Mutual Fund
Category: Income
Plan: —
Option: Growth
ISIN (Growth): —
ISIN (Div re-invest): —
Fund code: 112069
First price on record: 16 Jul 2009 · 1,871 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.