IDBI Equity Savings Direct
Scheme Type
Open-ended
Scheme Category
Equity Savings
Benchmark Type
Crisil MIP Blended Index
Scheme AUM (in Crs.)
₹ 19.28
Expense Ratio
0.16%
Scheme Class
Hybrid
AMC AUM (in Crs.)
₹ 8599
Min Subscription
₹ 5000
Min Addition Subscription
₹ 1000
Performance
Comparison
Portfolio
Details
Analysis
AMC Details
Launch Date
29 Mar 2010
Sponsor
NA
Email
contactus@idbimutual.co.in
Phone
022 - 66442800
Address
IDBI Mutual Fund Limited,,IDBI Building, Second Floor,,Plot No. 39/40/41, Sector 11,,CBD Belapur, Navi Mumbai - 400 614
Tax Implications
Short Term Capital Gain (Holding period < 12months):
Rates applicable to the Investor as per Tax slab.
Long Term Capital Gain:
22.88% - 23.92%
(20% with Indexation Benefit + Surcharge @ 10%-15% + 4% Health & Education Cess)
Taxation on Dividends:
28.84%
(Dividend Distribution Tax is paid by the mutual funds and not by investors.)
Risk
Moderately High
Exit Load
Exit load of 1% if redeemed within 12 months.
Same for SIP.
Scheme Information Document (SID)
Read mutual fund scheme information document on AMC website to know fund information in detail.
Objective
The investment objective of the Scheme is to generate regular income by investing in Debt and money market instruments and using arbitrage and other derivative strategies. The Scheme also intends to generate long capital appreciation through unhedged exposure to equity and equity related instruments. However, there can be no assurance or guarantee that the investment objective of the scheme will be achieved.
Suitability
This product is suitable for investors who are seeking
• Medium term regular income and capital appreciation l
• Investments in fixed income securities (debt and money market) as well as equity and equity related instruments.
SIP/Lump Sum Calculator
Enter Investment Amount
For how many years?
₹1,000
Investment per month for 0.5 Years
₹6,064
Portfolio Value
₹64
Total Returns
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