IDBI Equity Advantage Fund - G

Scheme 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.

IDBI Equity Advantage Fund is a Equity - ELSS fund launched on 10 Sep 13. It is a fund with Moderately High risk and has given a CAGR return of 14.9% since its launch.  Ranked 21 in ELSS category.  Return for 2021 was 25.6% , 2020 was 8.4% and 2019 was 5.7% .

Below is the key information for IDBI Equity Advantage Fund

NAV Price Chart

Growth of 10k Over Years

Date	Value
31 May 17	₹10,000
31 May 18	₹11,653
31 May 19	₹11,054
31 May 20	₹9,718
31 May 21	₹14,132
31 May 22	₹15,156

Asset Allocation

Asset Class	Value
Cash	0.08%
Equity	99.92%

Sector Allocation

Sector	Value
Financial Services	32.73%
Basic Materials	15.68%
Technology	14.42%
Industrials	13.4%
Consumer Cyclical	11.17%
Energy	5.93%
Consumer Defensive	2.71%
Health Care	2.06%
Communication Services	1.83%

Top Securities Holdings / Portfolio

Holdings/Securities

Fund Managers

All Plan & Options