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18th September 2017, 09:18 AM
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Join Date: Aug 2012
Re: IDBI Diversified Equity Fund Review

Diversified Equity Fund
The scheme is ranked 3 in Diversified Equity category by Crisil (for quarter ended Jun 2017) up from Rank 4 last quarter. The scheme seeks to provide investors with opportunities for long-term growth in capital through investment in a diversified basket of equity stocks, debt and money market instruments.

Scheme Detials

Fund Type Open-Ended
Investment Plan Growth
Launch date Mar 24, 2014
Benchmark S&P BSE 500
Asset Size (Rs cr) 12.90 (Jun-30-2017)
Minimum Investment Rs.5000
Last Dividend N.A. View Dividend History
Bonus N.A.

Returns
Period Returns (%) Rank #
1 mth -0.6 118
3 mth 2.6 158
6 mth 14.1 89
1 year 11.3 177
2 year 10.7 191
3 year 14.4 87

Performance :
Fund returns v/s Category average (Diversified Equity) 1 mth (%) 3 mth (%) 6 mth (%)
Fund Returns -0.6 2.6 14.1
Category avg -0.3 3.6 10.7
Difference of Fund returns and Category returns -0.3 -1 3.4
Best of category 7.5 16.9 21.4
Worst of category -8.8 -7.7 -18.5
Benchmark returns # -0.5 4.8 13.1
Difference of Fund returns and Benchmark returns -0.1 -2.2 1


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