Should I invest in IDFC Premier Equity Fund_Plan A?

We don't give personal investment advice. IDFC Premier 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: 20.8%. 5-year CAGR: 11.10%.

IDFC

IDFC Premier Equity Fund_Plan A - Growth

Latest NAV

₹202.3510

As of

3 Jun 2026

4,436 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

Add another fund to compare

No matches.

Compares up to 8 funds. Click any line in the legend above to hide/show it.

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	+0.56%	+0.05%	+0.51	6 / 75	Q1
1W	-1.36%	-0.62%	-0.74	50 / 74	Q3
2W	-0.01%	-0.08%	+0.07	32 / 73	Q2
1M	-1.16%	+0.11%	-1.27	51 / 72	Q3
3M	-1.53%	+3.35%	-4.87	55 / 71	Q4
6M	-5.78%	+5.50%	-11.28	55 / 71	Q4
YTD	-5.91%	+2.11%	-8.02	54 / 71	Q4
1Y	-0.38%	+14.43%	-14.80	44 / 65	Q3
2Y	+3.03%	+8.46%	-5.43	38 / 61	Q3
3Y	+13.10%	+11.40%	+1.70	20 / 55	Q2
4Y	+12.95%	+10.74%	+2.21	11 / 35	Q2
5Y	+11.10%	+10.52%	+0.59	15 / 33	Q2
7Y	+11.59%	+11.08%	+0.51	12 / 28	Q2
10Y	+10.81%	+10.41%	+0.39	14 / 28	Q2
Inception	+13.54%	+8.97%	+4.57	14 / 75	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
2026 YTD	-5.91%	-5.78%	-0.13	12 / 27
2025	+8.82%	+2.13%	+6.68	4 / 27
2024	+15.09%	+17.60%	-2.51	17 / 27
2023	+24.14%	+25.30%	-1.16	15 / 27
2022	-1.39%	+0.84%	-2.23	20 / 32
2021	+31.99%	+25.14%	+6.85	15 / 46
2020	+9.75%	+13.07%	-3.32	32 / 50
2019	+7.71%	+4.14%	+3.56	20 / 61
2018	-8.78%	-7.56%	-1.23	22 / 36
2017	+36.87%	+31.98%	+4.89	12 / 36
2016	-3.01%	+1.09%	-4.09	32 / 38

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

+19.06%

208 windows

min -27.6% · max 120.7%

81% positive

3-Year rolling

+15.36%

183 windows

min -6.5% · max 39.5%

95% positive

5-Year rolling

+15.08%

159 windows

min -2.1% · max 31.5%

99% positive

7-Year rolling

+14.33%

135 windows

min 7.4% · max 29.7%

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

12.43%

3-year · annualised

Sharpe ratio

0.53

vs risk-free 6.5%

Sortino ratio

0.82

Downside-only deviation

Max drawdown

-17.21%

Sep 2024 → Apr 2025

% positive months

75.0%

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 Flexi Cap Fund

Scheme	Fund house	NAV	As of
HDFC Equity Fund - Dividend Option	HDFC	₹69.5210	3 Jun 2026
SBI Magnum Multicap Fund - Dividend Option	SBI	₹46.7401	2 Jun 2026
ICICI Prudential Flexicap Fund - Growth	ICICI Prudential	₹18.7300	3 Jun 2026
Franklin India Prima Plus-Dividend	Franklin Templeton	₹59.4625	3 Jun 2026
Kotak Flexicap Fund - Growth	Kotak	₹82.5560	3 Jun 2026
HSBC India Opportunities Fund - Dividend	HSBC	₹41.1496	3 Jun 2026
Canara Robeco Equity Diversified-Growth	Canara Robeco	₹324.7600	3 Jun 2026
UTI - Equity Fund-Growth Option	UTI	₹293.6969	3 Jun 2026
Birla Sun Life Equity Fund-Plan A(Dividend)	Birla Sun Life	₹158.0200	3 Jun 2026
Escorts Power & Energy Fund - Dividend Option	Escorts	₹75.7334	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹202.3510
2 Jun 2026	₹203.2310
1 Jun 2026	₹202.1010
31 May 2026	₹203.1460
29 May 2026	₹203.1630
27 May 2026	₹205.9710
26 May 2026	₹206.0420
25 May 2026	₹206.3680
22 May 2026	₹203.9120
21 May 2026	₹203.0400

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 03 Jun 2026, the NAV of IDFC Premier Equity Fund_Plan A - Growth is ₹202.3510. It's a Flexi Cap Fund from IDFC, run as a Unknown plan Growth option. NAVs update once per business day from the AMFI feed.

IDFC Premier Equity Fund_Plan A - Growth has NAV history starting from 02 Jun 2008, a track record of about 18 years. 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 Premier Equity Fund_Plan A - Growth is managed by IDFC. It's classified by AMFI under the 'Flexi Cap Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, IDFC Premier Equity Fund_Plan A - Growth has delivered a absolute return of -0.38% — -14.8 pp behind the Flexi Cap Fund category average of 14.43%. The fund ranks #44 of 65 in its category — the third (Q3) quartile.

Over the trailing 3-year window, IDFC Premier Equity Fund_Plan A - Growth has delivered a CAGR of 13.10% — +1.7 pp ahead of the Flexi Cap Fund category average of 11.40%. The fund ranks #20 of 55 in its category — the second (Q2) quartile.

Over the trailing 5-year window, IDFC Premier Equity Fund_Plan A - Growth has delivered a CAGR of 11.10% — +0.59 pp ahead of the Flexi Cap Fund category average of 10.52%. The fund ranks #15 of 33 in its category — the second (Q2) quartile.

₹1 lakh invested in IDFC Premier Equity Fund_Plan A - Growth exactly 10 years ago would be worth approximately ₹279,064 today — a multiplier of 2.79×, based on the 10-year CAGR of 10.81%. The category average over the same window would have grown ₹1 lakh to ₹269,323.

A ₹10,000 monthly SIP in IDFC Premier Equity Fund_Plan A - Growth over the last 5 years — total invested ₹600,000 — would be worth ₹759,235 today. That's an XIRR (money-weighted annualised return) of 9.34%.

A ₹10,000 monthly SIP for 10 years in IDFC Premier Equity Fund_Plan A - Growth = ₹1,200,000 invested. It would currently be worth ₹2,137,476 (multiplier 1.78×). XIRR: 11.11%. Long-horizon SIP results matter more than point-to-point returns because they smooth out entry timing.

On a 5-year basis, IDFC Premier Equity Fund_Plan A - Growth ranks #15 out of 33 funds in the Flexi Cap Fund category — that places it in the second quartile (Q2) — above the median. The category average return over the same window is 10.52%; this fund delivered 11.10%.

The worst peak-to-trough decline IDFC Premier Equity Fund_Plan A - Growth has experienced over the last 5-year window is 20.80% — 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 Premier Equity Fund_Plan A - Growth averaged 15.08% (best 31.52%, worst -2.09%). 99% of rolling windows ended positive. The 5-year Sharpe ratio is 0.40 — weak risk-adjusted performance.

In calendar year 2025, IDFC Premier Equity Fund_Plan A - Growth returned 8.82% — beating the Flexi Cap Fund category average of 2.13% by 6.68 pp. It ranked #4 of 27 in its category that year.

IDFC Premier 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 Premier 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: 20.8%. 5-year CAGR: 11.10%.

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