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How to use scorecard? Learn more
Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.20 | 49.70 | 1.15 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
0.58 | 42.78 | 0.32 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
Growth | 0 yrs | 0.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 1,000 |
BenchmarkBenchmark |
---|
Nifty Smallcap 250 - TRI |
Index funds invests in stocks that emulate a market index like NSE Nifty, BSE Sensex, etc. They invest in the same securities which are present in underlying index. These funds aim to offer returns comparable to the index they track.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Bandhan Nifty Smallcap 250 Index Fund | 28.22% | — | 27.96% |
UTI Nifty 50 Index Fund | 12.15% | 12.79% | 13.19% |
HDFC Nifty 50 Index Fund | 12.10% | 12.76% | 13.32% |
ICICI Pru Nifty 50 Index Fund | 12.09% | 12.75% | 13.26% |
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Equity
Others
Holdings
1.64 %
Holdings
1.52 %
Holdings
1.37 %
Nemish Sheth
AUM: ₹13,372.39 Cr.
|
Exp: 12yrs
PGDMS - Finance, B.Com
Mr. Nemish Sheth joined the Equity Fund Management team of IDFC AMC on November 01, 2021 as Dealer - Equity and Fund Manager.He was earlier associated with Nippon Life India Asset Management Ltd. as Dealer from December 2018 to August 2021 handling execution of Equity, Arbitrage and ETF trades.Prior to this, he was also associated with ICICI Prudential Asset Management Company Ltd. as Dealer from August 2011 to December 2018 handling execution of Equity, Arbitrage and ETF trades.
Manager Performance (0)
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Invested period < 1 year
Gains are treated as short-term capital gains and taxed at 20%
Invested period > 1 year
Gains are treated as long-term capital gains and taxed at 12.5%