Should I invest in IDFC Imperial Equity Fund-Plan A?

We don't give personal investment advice. IDFC Imperial Equity Fund-Plan A - Growth is suitable for an investor whose:time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a lossrisk tolerance accepts seeing the portfolio fall sharply without panic-sellinggoal isn't capital preservation in the short termCross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 20.7%. 5-year CAGR: 12.12%.

IDFC

IDFC Imperial Equity Fund-Plan A - Growth

Latest NAV

₹88.4620

As of

17 Jul 2026

4,467 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	+0.38%	+0.41%	-0.03	13 / 17	Q4
1W	-0.59%	+0.17%	-0.77	15 / 17	Q4
2W	-0.47%	+0.42%	-0.89	17 / 17	Q4
1M	+0.92%	+2.20%	-1.28	15 / 17	Q4
3M	+1.23%	+3.98%	-2.75	15 / 17	Q4
6M	+1.81%	+0.07%	+1.74	5 / 17	Q2
YTD	+0.76%	-1.44%	+2.19	5 / 17	Q2
1Y	-1.10%	+0.45%	-1.55	11 / 17	Q3
2Y	+4.73%	+0.23%	+4.50	4 / 17	Q1
3Y	+13.94%	+10.71%	+3.23	6 / 17	Q2
4Y	+15.41%	+12.62%	+2.78	8 / 17	Q2
5Y	+12.12%	+10.55%	+1.57	8 / 16	Q2
7Y	+14.38%	+12.43%	+1.95	7 / 16	Q2
10Y	+12.66%	+10.17%	+2.49	6 / 16	Q2
Inception	+10.27%	+8.36%	+1.91	8 / 17	Q2

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	+0.76%	-1.44%	+2.19	5 / 17
2025	-1.89%	+3.05%	-4.95	13 / 17
2024	+30.11%	+16.43%	+13.69	1 / 17
2023	+31.08%	+23.77%	+7.31	3 / 17
2022	-5.02%	+2.25%	-7.27	13 / 17
2021	+23.75%	+29.90%	-6.15	12 / 16
2020	+15.05%	+10.37%	+4.68	5 / 16
2019	+8.63%	+6.11%	+2.51	8 / 16
2018	-12.39%	-12.13%	-0.26	7 / 16
2017	+53.65%	+33.15%	+20.50	1 / 16
2016	+1.30%	-0.16%	+1.46	7 / 16

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+14.14%

209 windows

min -20.7% · max 80.9%

76% positive

3-Year rolling

+11.50%

185 windows

min -2.7% · max 23.7%

95% positive

5-Year rolling

+11.29%

160 windows

min 1.1% · max 23.3%

100% positive

7-Year rolling

+10.86%

136 windows

min 5.8% · max 14.9%

100% positive

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

15.24%

3-year · annualised

Sharpe ratio

0.51

vs risk-free 6.5%

Sortino ratio

0.88

Downside-only deviation

Max drawdown

-18.14%

Dec 2024 → Apr 2025

% positive months

69.4%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in Focused Fund

Scheme	Fund house	NAV	As of
HDFC Core and Satellite Fund - DIVIDEND	HDFC	₹23.8110	17 Jul 2026
SBI MSFU EMERGING BUSINESSES FUND - DIVIDEND	SBI	₹72.0370	17 Jul 2026
Franklin India High Growth Companies Fund - Dividend Plan	Franklin Templeton	₹34.0582	17 Jul 2026
Birla Sun Life Top 100 Fund -Dividend Option	Birla Sun Life	₹25.0968	17 Jul 2026
Escorts Leading Sectors Fund - Dividend Option	Escorts	₹69.8510	17 Jul 2026
IDFC Imperial Equity Fund-Plan A - Dividend	IDFC	₹18.9440	17 Jul 2026
JM Core 11 Fund - Series 1 - Dividend option	JM Financial	₹20.1203	17 Jul 2026
Reliance Long Term Equity Fund -Dividend Plan Dividend Option	Reliance	₹32.9706	17 Jul 2026
Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)-Growth Option	Sundaram	₹162.5625	17 Jul 2026

Recent NAVs

Date	NAV
17 Jul 2026	₹88.4620
16 Jul 2026	₹88.1280
15 Jul 2026	₹88.8510
14 Jul 2026	₹88.2200
13 Jul 2026	₹88.9770
10 Jul 2026	₹88.9910
9 Jul 2026	₹88.2360
8 Jul 2026	₹87.4340
7 Jul 2026	₹89.1220
6 Jul 2026	₹89.4290

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 17 Jul 2026, the NAV of IDFC Imperial Equity Fund-Plan A - Growth is ₹88.4620. It's a Focused Fund from IDFC, run as a Unknown plan Growth option. NAVs update once per business day from the AMFI feed.

IDFC Imperial Equity Fund-Plan A - Growth has NAV history starting from 02 Jun 2008, a track record of about 18 years 1 months. Long-tenured funds like this have weathered multiple market cycles — the 2008 crash, 2013 taper tantrum, 2020 COVID drawdown — which makes their returns more credible than a 3-year track record alone.

IDFC Imperial Equity Fund-Plan A - Growth is managed by IDFC. It's classified by AMFI under the 'Focused Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, IDFC Imperial Equity Fund-Plan A - Growth has delivered a absolute return of -1.10% — -1.55 pp behind the Focused Fund category average of 0.45%. The fund ranks #11 of 17 in its category — the third (Q3) quartile.

Over the trailing 3-year window, IDFC Imperial Equity Fund-Plan A - Growth has delivered a CAGR of 13.94% — +3.23 pp ahead of the Focused Fund category average of 10.71%. The fund ranks #6 of 17 in its category — the second (Q2) quartile.

Over the trailing 5-year window, IDFC Imperial Equity Fund-Plan A - Growth has delivered a CAGR of 12.12% — +1.57 pp ahead of the Focused Fund category average of 10.55%. The fund ranks #8 of 16 in its category — the second (Q2) quartile.

₹1 lakh invested in IDFC Imperial Equity Fund-Plan A - Growth exactly 10 years ago would be worth approximately ₹329,246 today — a multiplier of 3.29×, based on the 10-year CAGR of 12.66%. The category average over the same window would have grown ₹1 lakh to ₹263,387.

A ₹10,000 monthly SIP in IDFC Imperial Equity Fund-Plan A - Growth over the last 5 years — total invested ₹600,000 — would be worth ₹812,280 today. That's an XIRR (money-weighted annualised return) of 12.06%.

A ₹10,000 monthly SIP for 10 years in IDFC Imperial Equity Fund-Plan A - Growth = ₹1,200,000 invested. It would currently be worth ₹2,302,180 (multiplier 1.92×). XIRR: 12.51%. Long-horizon SIP results matter more than point-to-point returns because they smooth out entry timing.

On a 5-year basis, IDFC Imperial Equity Fund-Plan A - Growth ranks #8 out of 16 funds in the Focused Fund category — that places it in the second quartile (Q2) — above the median. The category average return over the same window is 10.55%; this fund delivered 12.12%.

The worst peak-to-trough decline IDFC Imperial Equity Fund-Plan A - Growth has experienced over the last 5-year window is 20.69% — its NAV fell from a high on 17 Jan 2022 to a low on 17 Jun 2022. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 5-year rolling windows, IDFC Imperial Equity Fund-Plan A - Growth averaged 11.29% (best 23.34%, worst 1.06%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.38 — weak risk-adjusted performance.

In calendar year 2025, IDFC Imperial Equity Fund-Plan A - Growth returned -1.89% — lagging the Focused Fund category average of 3.05% by 4.95 pp. It ranked #13 of 17 in its category that year.

IDFC Imperial Equity Fund-Plan A - Growth is classified as an Equity fund (at least 65% equity exposure). Tax rules (post Budget 2024): if you hold 12 months or more, gains are Long-Term and taxed at 12.5% on the amount exceeding ₹1.25 lakh per financial year. Held for under 12 months, gains are Short-Term and taxed at 20%. The ₹1.25 L exemption is per PAN per FY across all equity LTCG.

We don't give personal investment advice. IDFC Imperial Equity Fund-Plan A - Growth is suitable for an investor whose:

time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a loss
risk tolerance accepts seeing the portfolio fall sharply without panic-selling
goal isn't capital preservation in the short term

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 20.7%. 5-year CAGR: 12.12%.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.