IDBI Equity Advantage Fund


NAV : 27.46
(-0.23arrow_downward)
AUM : ₹608 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
-2.21%5.74%1.25%-2.21%6.11%11.21%15.94%



Fund Details

An open-ended equity linked saving scheme with a statutory lock in of 3 years and tax benefit
NAV27.46
Launch Date-
Min (1st time)₹500
Min (later on)₹500
Min SIP₹500
Expense Ratio0.0%
Exit Load : Nil


Direct Advantage

Investment of Rs.1,00,000 becomes
With JamaWith BrokerBack2Pocket
After 6 months₹1,00,625₹1,00,234₹391
After 3 years₹1,37,535₹1,31,291₹6,244
After 20 years₹8,37,061₹6,14,085₹2,22,976

Investment Calculators



SIP Calculator

Per Month

500


Duration (in years)

25

After Years


Direct(Jama)

Broker(Regular)

Direct Savings :


START SIP    



Lumpsum Calculator

One Time

500


Duration (in years)

25

After Years


Direct(Jama)

Broker(Regular)

Direct Savings :


INVEST NOW

Returns assumed : 11.21% Past 3 yr Data

NAV History



Expense Ratio Trends





Fund Objective:
The Scheme will seek to invest predominantly in a diversified portfolio of equity and equity related instruments with the objective to provide investors with opportunities for capital appreciation and income along with the benefit of income-tax deduction (under section 80C of the Income-tax Act, 1961) on their investments. Investments in this scheme would be subject to a statutory lock-in of 3 years from the date of allotment to be eligible for income-tax benefits under Section 80C. There can be no assurance that the investment objective under the scheme will be realized.
Fund Manager:
Mrs. Uma Venkatraman















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