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

We don't give personal investment advice. IDFC Imperial Equity Fund-Plan B - Growth is suitable for an investor whose:understands what asset class this scheme actually invests in (check the factsheet)matches that asset class's volatility profile to their goal horizonCross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 24.1%. 5-year CAGR: 8.84%.

IDFC

IDFC Imperial Equity Fund-Plan B - Growth

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	+0.31%	+0.06%	+0.25	84 / 299	Q2
1W	-0.36%	-3.61%	+3.25	184 / 303	Q3
2W	+1.82%	-4.52%	+6.34	73 / 303	Q1
1M	+6.28%	-5.64%	+11.92	27 / 302	Q1
3M	+10.99%	-4.27%	+15.26	32 / 302	Q1
6M	+4.44%	+1.48%	+2.96	140 / 307	Q2
YTD	+10.78%	-0.18%	+10.96	96 / 309	Q2
1Y	+26.62%	+7.10%	+19.51	65 / 307	Q1
2Y	+0.13%	+2.20%	-2.07	191 / 303	Q3
3Y	+13.19%	+0.76%	+12.43	70 / 264	Q2
4Y	+10.51%	+0.58%	+9.93	69 / 235	Q2
5Y	+8.84%	+0.02%	+8.82	61 / 208	Q2
7Y	+7.71%	+3.12%	+4.60	62 / 130	Q2
10Y	—	—	—	—	—
Inception	+12.08%	+0.51%	+11.57	44 / 310	Q1

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
2017 YTD	+10.78%	+29.57%	-18.79	55 / 65
2016	+1.30%	+1.07%	+0.23	45 / 88
2015	-4.88%	-3.94%	-0.93	77 / 99
2014	+32.40%	+34.59%	-2.18	75 / 133
2013	+2.19%	+0.03%	+2.16	64 / 154
2012	+20.86%	+23.57%	-2.71	130 / 190
2011	-20.56%	-23.68%	+3.12	74 / 241
2010	+16.46%	+11.69%	+4.77	88 / 256
2009	—	—	—	—

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

+8.43%

84 windows

min -19.9% · max 50.1%

68% positive

3-Year rolling

+8.05%

60 windows

min -3.1% · max 18.7%

87% positive

5-Year rolling

+8.02%

36 windows

min 4.1% · max 12.4%

100% positive

Limited basis — fund is young, so this average may be skewed by which 5Y windows happen to be available.

7-Year rolling

+7.60%

11 windows

min 6.1% · max 10.7%

100% positive

Limited basis — fund is young, so this average may be skewed by which 7Y windows happen to be available.

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

14.53%

3-year · annualised

Sharpe ratio

0.50

vs risk-free 6.5%

Sortino ratio

0.83

Downside-only deviation

Max drawdown

-24.12%

Mar 2015 → Feb 2016

% positive months

63.9%

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.

Recent NAVs

Date	NAV
17 Feb 2017	₹25.0217
16 Feb 2017	₹24.9437
15 Feb 2017	₹24.7139
14 Feb 2017	₹24.9899
13 Feb 2017	₹25.0975
10 Feb 2017	₹25.1125
9 Feb 2017	₹25.0289
8 Feb 2017	₹24.9568
7 Feb 2017	₹24.8425
6 Feb 2017	₹24.8245

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.

IDFC Imperial Equity Fund-Plan B - Growth is a Growth from IDFC (Unknown plan, Growth option). Latest NAV isn't currently available in our feed — the AMC publishes it once per business day after market close.

IDFC Imperial Equity Fund-Plan B - Growth has NAV history starting from 08 Apr 2009, a track record of about 17 years 2 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 B - Growth is managed by IDFC. It's classified by AMFI under the 'Growth' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, IDFC Imperial Equity Fund-Plan B - Growth has delivered a absolute return of 26.62% — +19.51 pp ahead of the Growth category average of 7.10%. The fund ranks #65 of 307 in its category — the top (Q1) quartile.

Over the trailing 3-year window, IDFC Imperial Equity Fund-Plan B - Growth has delivered a CAGR of 13.19% — +12.43 pp ahead of the Growth category average of 0.76%. The fund ranks #70 of 264 in its category — the second (Q2) quartile.

Over the trailing 5-year window, IDFC Imperial Equity Fund-Plan B - Growth has delivered a CAGR of 8.84% — +8.82 pp ahead of the Growth category average of 0.02%. The fund ranks #61 of 208 in its category — the second (Q2) quartile.

₹1 lakh invested in IDFC Imperial Equity Fund-Plan B - Growth exactly 5 years ago would be worth approximately ₹152,711 today — a multiplier of 1.53×, based on the 5-year CAGR of 8.84%. The category average over the same window would have grown ₹1 lakh to ₹100,100.

A ₹10,000 monthly SIP in IDFC Imperial Equity Fund-Plan B - Growth over the last 5 years — total invested ₹600,000 — would be worth ₹778,539 today. That's an XIRR (money-weighted annualised return) of 10.33%.

IDFC Imperial Equity Fund-Plan B - Growth doesn't yet have 10 years of NAVs. Over the longest available window (7-year SIP), ₹10,000/month would have grown to ₹1,152,243 — XIRR 8.86%.

On a 5-year basis, IDFC Imperial Equity Fund-Plan B - Growth ranks #61 out of 208 funds in the Growth category — that places it in the second quartile (Q2) — above the median. The category average return over the same window is 0.02%; this fund delivered 8.84%.

The worst peak-to-trough decline IDFC Imperial Equity Fund-Plan B - Growth has experienced over the last 5-year window is 24.12% — its NAV fell from a high on 03 Mar 2015 to a low on 11 Feb 2016. 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 B - Growth averaged 8.02% (best 12.43%, worst 4.10%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.21 — weak risk-adjusted performance.

In calendar year 2016, IDFC Imperial Equity Fund-Plan B - Growth returned 1.30% — beating the Growth category average of 1.07% by 0.23 pp. It ranked #45 of 88 in its category that year.

IDFC Imperial Equity Fund-Plan B - Growth doesn't fit cleanly into the standard Equity/Debt buckets in our taxonomy. Tax treatment depends on actual asset allocation as disclosed by the AMC — check the factsheet or AMFI's classification table.

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

understands what asset class this scheme actually invests in (check the factsheet)
matches that asset class's volatility profile to their goal horizon

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 24.1%. 5-year CAGR: 8.84%.

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