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 18.4% since its launch.  Ranked 21 in ELSS category.  Return for 2020 was 8.4% , 2019 was 5.7% and 2018 was -1.7% .

Below is the key information for IDBI Equity Advantage Fund

NAV Price Chart

Growth of 10k Over Years

Date	Value
31 Aug 16	₹10,000
31 Aug 17	₹11,182
31 Aug 18	₹12,924
31 Aug 19	₹11,446
31 Aug 20	₹11,410
31 Aug 21	₹16,894

Asset Allocation

Asset Class	Value
Cash	1.55%
Equity	98.45%

Sector Allocation

Sector	Value
Financial Services	27.83%
Basic Materials	16.93%
Technology	16.72%
Industrials	14.64%
Consumer Cyclical	11.61%
Energy	4.86%
Consumer Defensive	2.81%
Communication Services	1.6%
Health Care	1.45%

Top Securities Holdings / Portfolio

Holdings/Securities

Fund Managers

All Plan & Options