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Home Mutual FundsEquityIndex FundThe IDBI Nifty 50 Index Fund

The IDBI Nifty 50 Index Fund

The fund details shown here are of the Growth Plan option and belongs to the Equity, Index Fund category.

This fund has given % annualized return for the last 3 years.

At present The IDBI Nifty 50 Index Fund has not been rated by us.

  • 1M
  • 3M
  • 6M
  • 1YR
  • 3YR
  • 5YR
  • 10YR
  • Since Inception

Performance

Monthly SIP of   ₹    for

Below table shows comparison of The IDBI Nifty 50 Index Fund with respect to the investments in Fixed Deposit and Gold for the Total investment of ₹36,000 over the period of 3 years.

Total Value Gain Return %
Bank FD

39,824

3,824

 6.5%
Gold

40,770

4,770

 8.00%

Fund Information

  • -

  • The IDBI Nifty 50 Index Fund shown here is of Growth plan.

  • The Total Expense Ratio (TER) of the fund is 0.9%. The Total Expense Ratio (TER) is a measure that represents the total costs associated with managing and operating a mutual fund as a percentage of its average Assets under Management (AUM). It provides an insight into the overall expenses they will incur by investing in the fund.

  • The IDBI Nifty 50 Index Fund is an Equity oriented mutual fund in the - Index Fund category.

  • NIFTY 50 TRI is the benchmark for The IDBI Nifty 50 Index Fund. A benchmark for a mutual fund serves as a standard for performance comparison, helping investors assess how well the fund is meeting its objectives and how it fares against relevant market indicators. Investors often compare the fund's performance with the benchmark as well as its peers.

  • The inception date of a mutual fund refers to the date when the fund was first established and began operations. It is the starting point from which the fund's performance, returns, and other key metrics are calculated. The fund was started on 25 Jun 2010 as at present it is 15 years old fund.

  • Name of the AMC is IDBI Mutual Fund. Click here to know more about IDBI Mutual Fund.

Fund Managed By

Fund managers make investment decisions, optimizing returns and managing risks for portfolios. Responsibilities include market analysis, performance monitoring. The IDBI Nifty 50 Index Fund managed by following fund manager(s);

How does the Return Comparison of the The IDBI Nifty 50 Index Fund fare against peer funds in the Index fund category?

Peer fund returns can vary based on the collaborative nature and specific strategies employed by fund managers of these funds listed in below table, often showcasing different risk-return profiles compared to strategy adopted by The IDBI Nifty 50 Index Fund. Below table demonstrate the returns generated by some peer funds and compare tho this fund and average return generate by the Equity, Index fund category these peer funds belongs to.

Fund Name 1 Month 3 Months 6 Months 1 Year 2 Years 3 Years 5 Years 10 Years
Category Best 0.54% 9.54% 13.23% 18.25% 29.47% % % %
Category Average -3.81% 1.05% 0.65% 0.07% 29.47% % % %
The IDBI Nifty 50 Index Fund - - - - - - - - -
Sundaram Smart Nifty 100 Equal Weight Fund - - - - - - - -
Edelweiss Nifty Alpha Low Volatility 30 Index Fund -3.35% -0.33% -0.33% - - - - -
ICICI Prudential Equity Minimum Variance Fund -2.63% 0.39% 0.39% - - - - -
Nippon India Nifty 500 Momentum 50 Index Fund -4.62% 2.23% 2.23% - - - - -
UTI Nifty 500 Value 50 Index Fund -3.69% 1.56% 6.73% -5.65% 29.47% - - -

Fund Portfolio Details

Portfolio details of a fund generally refer to a comprehensive breakdown of the investments held within a specific investment vehicle, such as a mutual fund or exchange-traded fund (ETF). Portfolio details of The IDBI Nifty 50 Index Fund are shown below;

Equity -

Debt %

Others 0.00%

Top Equity Holdings

Name of the EquityHolding Percentage
Others 100.00%
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Allocation by Sector

Name of the SectorHolding Percentage
Others 100.00%
Click here to know More

Riskometer

Investors understand that their principal
will be at Very High risk