How to Invest in IDBI Focused 30 Equity Fund Direct Growth?

You can easily invest in IDBI Focused 30 Equity Fund Direct Growth in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps: Log on to your Groww account Search for IDBI Focused 30 Equity Fund Direct Growth from the search box In order to invest, you will have to complete all the KYC formalities which are completely online and paperless and take a few minutes to complete Once you are done with that, you can start investing in IDBI Focused 30 Equity Fund Direct Growth as SIP or lumpsum as per your investment objective and risk tolerance

What kind of returns does IDBI Focused 30 Equity Fund Direct Growth provide?

The IDBI Focused 30 Equity Fund Direct Growth has been there from 17 Nov 2017 and the average annual returns provided by this fund is 15.50% since its inception.

How much expense ratio is charged by IDBI Focused 30 Equity Fund Direct Growth?

The term Expense Ratio used for IDBI Focused 30 Equity Fund Direct Growth or any other mutual fund is the annual charges one needs to pay to the Mutual Fund company for managing your investments in that fund. The Expense Ratio of IDBI Focused 30 Equity Fund Direct Growth is 1.56% as of 12 Dec 2024...

What is the AUM of IDBI Focused 30 Equity Fund Direct Growth?

The AUM, short for Assets Under Management of IDBI Focused 30 Equity Fund Direct Growth is ₹154.22Cr as of 12 Dec 2024.

How to Redeem IDBI Focused 30 Equity Fund Direct Growth?

If you want to sell your IDBI Focused 30 Equity Fund Direct Growth holdings, go to your holding on the app or web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.

Can I invest in SIP and Lump Sum of IDBI Focused 30 Equity Fund Direct Growth?

You can select either SIP or Lumpsum investment of IDBI Focused 30 Equity Fund Direct Growth based on your investment objective and risk tolerance.

What is the NAV of IDBI Focused 30 Equity Fund Direct Growth?

The NAV of IDBI Focused 30 Equity Fund Direct Growth is ₹18.11 as of 28 Jul 2023.

What is the PE and PB ratio of IDBI Focused 30 Equity Fund Direct Growth?

The PE ratio ratio of IDBI Focused 30 Equity Fund Direct Growth is determined by dividing the market price by its earnings per share and the PB ratio of the same is evaluated by dividing the stock price per share by its book value per share (BVPS).

IDBI Focused 30 Equity Fund Direct Growth - NAV, Mutual Fund Performance & Portfolio

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IDBI Focused 30 Equity Fund Direct   Growth
Equity
Focused
Very High Risk
20.50%
3Y annualised
-0.22% 1D
1M
6M
1Y
3Y
5Y
All
  NAV: 28 Jul 2023₹18.11
Min. SIP amountNot Supported
Rating2
Fund size₹154.22Cr
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Understand termsAnnualised returnsAverage of the yearly returns of a mutual fund over a given period.
Absolute returnsThe total return of a mutual fund over a given period.
Returns and rankingsCategory: Equity Focused
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns15.5%20.5%11.4%11.0%
Category average25.2%15.3%17.9%NA
Rank with in categoryNANANANA
Understand terms
Peer ComparisonEquity, Focused fundsRating1Y3YFund Size(Cr)
HDFC Focused 30 Fund Direct Plan Growth
5
31.5%26.4%15,109.01
ICICI Prudential Focused Equity Fund Direct Growth
4
36.0%22.7%10,201.40
Bandhan Focused Equity Fund Direct Growth
4
40.9%20.4%1,793.67
Franklin India Focused Equity Fund Direct Growth
4
27.9%18.9%13,050.18
Quant Focused Fund Direct Growth
5
22.9%18.1%1,183.09
Holdings (25)NameSectorInstrumentAssets
ICICI Bank Ltd.
FinancialEquity9.45%
HDFC Bank Ltd.
FinancialEquity8.89%
Reliance Industries Ltd.
EnergyEquity8.14%
Infosys Ltd.
TechnologyEquity6.33%
Tata Consultancy Services Ltd.
TechnologyEquity6.24%
Larsen & Toubro Ltd.
ConstructionEquity5.81%
Maruti Suzuki India Ltd.
AutomobileEquity4.60%
Titan Company Ltd.
Consumer DiscretionaryEquity4.03%
Bajaj Finance Ltd.
FinancialEquity3.97%
Kotak Mahindra Bank Ltd.
FinancialEquity3.93%
Blue Star Ltd.
Consumer DiscretionaryEquity3.36%
JK Lakshmi Cement Ltd.
ConstructionEquity3.28%
Siemens Ltd.
Capital GoodsEquity3.12%
Bharti Airtel Ltd.
CommunicationEquity3.02%
Housing Development Finance Corporation Ltd.
FinancialEquity2.84%
Mahindra & Mahindra Ltd.
AutomobileEquity2.69%
Avenue Supermarts Ltd.
ServicesEquity2.51%
ZF Commercial Vehicle Control Systems India Ltd.
AutomobileEquity2.31%
Asian Paints Ltd.
ChemicalsEquity2.28%
State Bank of India
FinancialEquity2.02%
ITC Ltd.
Consumer StaplesEquity1.86%
Cipla Ltd.
HealthcareEquity1.75%
Mphasis Ltd.
TechnologyEquity1.47%
Divi's Laboratories Ltd.
HealthcareEquity1.31%
ICICI Lombard General Insurance Company Ltd.
InsuranceEquity1.29%
See All
Understand termsExpense ratioA fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company’s fund assets used for administrative, management, advertising, and other expenses.
TaxA percentage of your capital gains payable to the government upon exiting  your mutual fund investments. Taxation is categorized as long-term capital gains (LTCG) and short-term capital gains (STCG) depending on your holding period and the type of fund.
Exit loadA fee payable to a mutual fund house for exiting a fund (fully or partially) before the completion of a specified period from the date of investment.
Stamp dutyA form of tax payable for the purchase or sale of an asset or security. 
Past expense ratio & exit load
Expense ratio
Exit load
30 Jun 2023 - Present
1.61%
31 May 2023 - 30 Jun 2023
1.61%
30 Apr 2023 - 31 May 2023
1.61%
31 Mar 2023 - 30 Apr 2023
1.61%
28 Feb 2023 - 31 Mar 2023
1.61%
31 Jan 2023 - 28 Feb 2023
1.61%
31 Dec 2022 - 31 Jan 2023
1.61%
31 Dec 2022 - 31 Dec 2022
1.61%
30 Nov 2022 - 31 Dec 2022
1.61%
30 Nov 2022 - 30 Nov 2022
1.61%
30 Nov 2022 - 30 Nov 2022
1.61%
31 Oct 2022 - 30 Nov 2022
1.61%
31 Oct 2022 - 31 Oct 2022
1.61%
31 Oct 2022 - 31 Oct 2022
1.61%
31 Oct 2022 - 31 Oct 2022
1.61%
30 Sep 2022 - 31 Oct 2022
1.61%
30 Sep 2022 - 30 Sep 2022
1.61%
30 Sep 2022 - 30 Sep 2022
1.61%
31 Aug 2022 - 30 Sep 2022
1.61%
31 Aug 2022 - 31 Aug 2022
1.61%
31 Jul 2022 - 31 Aug 2022
1.61%
31 Jul 2022 - 31 Jul 2022
1.61%
30 Jun 2022 - 31 Jul 2022
1.61%
30 Jun 2022 - 30 Jun 2022
1.61%
31 May 2022 - 30 Jun 2022
1.66%
31 May 2022 - 31 May 2022
1.66%
30 Apr 2022 - 31 May 2022
1.66%
30 Apr 2022 - 30 Apr 2022
1.66%
31 Mar 2022 - 30 Apr 2022
1.66%
31 Mar 2022 - 31 Mar 2022
1.66%
28 Feb 2022 - 31 Mar 2022
1.66%
28 Feb 2022 - 28 Feb 2022
1.66%
31 Jan 2022 - 28 Feb 2022
1.66%
31 Dec 2021 - 31 Jan 2022
1.66%
30 Nov 2021 - 31 Dec 2021
1.66%
31 Oct 2021 - 30 Nov 2021
1.66%
30 Sep 2021 - 31 Oct 2021
1.66%
31 Aug 2021 - 30 Sep 2021
1.66%
31 Jul 2021 - 31 Aug 2021
1.66%
30 Jun 2021 - 31 Jul 2021
1.66%
31 May 2021 - 30 Jun 2021
1.64%
30 Apr 2021 - 31 May 2021
1.64%
31 Mar 2021 - 30 Apr 2021
1.59%
28 Feb 2021 - 31 Mar 2021
1.57%
31 Jan 2021 - 28 Feb 2021
1.57%
31 Dec 2020 - 31 Jan 2021
1.62%
30 Nov 2020 - 31 Dec 2020
1.62%
31 Oct 2020 - 30 Nov 2020
1.58%
30 Sep 2020 - 31 Oct 2020
1.61%
31 Aug 2020 - 30 Sep 2020
1.58%
31 Jul 2020 - 31 Aug 2020
1.58%
30 Jun 2020 - 31 Jul 2020
1.58%
31 May 2020 - 30 Jun 2020
1.67%
30 Apr 2020 - 31 May 2020
1.67%
31 Mar 2020 - 30 Apr 2020
1.67%
29 Feb 2020 - 31 Mar 2020
1.67%
31 Jan 2020 - 29 Feb 2020
1.67%
30 Nov 2019 - 31 Jan 2020
1.67%
31 Oct 2019 - 30 Nov 2019
1.67%
30 Sep 2019 - 31 Oct 2019
1.40%
31 Aug 2019 - 30 Sep 2019
1.40%
31 Jul 2019 - 31 Aug 2019
1.40%
30 Jun 2019 - 31 Jul 2019
0.95%
31 May 2019 - 30 Jun 2019
0.95%
30 Apr 2019 - 31 May 2019
0.95%
31 Mar 2019 - 30 Apr 2019
1.24%
28 Feb 2019 - 31 Mar 2019
0.39%
31 Jan 2019 - 28 Feb 2019
0.39%
31 Dec 2018 - 31 Jan 2019
0.39%
30 Nov 2018 - 31 Dec 2018
0.39%
31 Oct 2018 - 30 Nov 2018
0.39%
30 Sep 2018 - 31 Oct 2018
0.43%
31 Aug 2018 - 30 Sep 2018
0.43%
31 Jul 2018 - 31 Aug 2018
0.43%
30 Jun 2018 - 31 Jul 2018
0.43%
31 May 2018 - 30 Jun 2018
0.61%
30 Apr 2018 - 31 May 2018
0.61%
31 Mar 2018 - 30 Apr 2018
0.61%
28 Feb 2018 - 31 Mar 2018
0.47%
31 Jan 2018 - 28 Feb 2018
0.38%
31 Dec 2017 - 31 Jan 2018
0.38%
30 Nov 2017 - 31 Dec 2017
0.44%
Expense ratio, exit load and taxExpense ratio: 1.56%Inclusive of GST
Exit loadExit Load for units in excess of 12% of the investment,1% will be charged for redemption within 12 months.
Stamp duty0.005% (from July 1st, 2020)
Tax implicationReturns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.
Understand terms
Check past data
Minimum investment amountsMin. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported
Fund managementSumit Bhatnagar
Jul 2024 - Present
View details
Education
Mr. Bhatnagar is an MBA (Investment Management) from University of Toronto, Canada and CFA Charter (USA).
Experience
Prior to joining LIC Mutual Fund. He was assocaited with Indiabulls Mutual Fund he has worked with SEBI.
Also manages these schemes
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Groww Arbitrage Fund Direct Growth
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Groww Aggressive Hybrid Fund Direct   Growth
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LIC MF Nifty Next 50 Index Fund Direct Growth
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LIC MF Focused Fund Direct   Growth
Fund house & investment objective
IDBI Mutual Fund
Rank (total assets)#29 in India
Total AUM₹3,591.62Cr
Date of Incorporation29 Mar 2010
    IDBI Focused 30 Equity Fund Direct   Growth is a Equity Mutual Fund Scheme launched by IDBI Mutual Fund.     This scheme was made available to investors on 29 Mar 2010.     V Balasubramanian is the Current Fund Manager of IDBI Focused 30 Equity Fund Direct   Growth fund.     The fund currently has an Asset Under Management(AUM) of ₹3,592 Cr and     the Latest NAV as of 28 Jul 2023 is ₹18.11.  

    The IDBI Focused 30 Equity Fund Direct   Growth is rated Very High risk.     Minimum SIP Investment is set to ₹500.          Exit Load for units in excess of 12% of the investment,1% will be charged for redemption within 12 months.
  ;
Investment ObjectiveThe scheme aims to generate capital appreciation by investing in a concentrated portfolio of large cap focused equity and equity related securities of upto 30 companies. 
 
;
Fund benchmarkNIFTY 500 Total Return Index
Scheme Information Document(SID)
Fund house contact details
Address
4th Floor, IDBI Tower,WTC Complex, Cuffe Parade,Colaba, Mumbai 400005
Phone
NA
Launch Date
29 Mar 2010
E-mail
NA
Website
www.idbimutual.co.in
IDBI Mutual Fund
Asset Management Company
Custodian
SBI SG Global Securities Services Pvt.Ltd.
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4,  Street No.1 Banjara Hills,
Email
[email protected]
Website
www.karvymfs.com
Compare funds
IDBI Focused 30 Equity Fund Direct   Growth
VS
Add mutual fund to compare

	1Y	3Y	5Y	All
Fund returns	15.5%	20.5%	11.4%	11.0%
Category average	25.2%	15.3%	17.9%	NA
Rank with in category	NA	NA	NA	NA

Equity, Focused funds	Rating	1Y	3Y	Fund Size(Cr)
HDFC Focused 30 Fund Direct Plan Growth	5	31.5%	26.4%	15,109.01
ICICI Prudential Focused Equity Fund Direct Growth	4	36.0%	22.7%	10,201.40
Bandhan Focused Equity Fund Direct Growth	4	40.9%	20.4%	1,793.67
Franklin India Focused Equity Fund Direct Growth	4	27.9%	18.9%	13,050.18
Quant Focused Fund Direct Growth	5	22.9%	18.1%	1,183.09

Name	Sector	Instrument	Assets
ICICI Bank Ltd.	Financial	Equity	9.45%
HDFC Bank Ltd.	Financial	Equity	8.89%
Reliance Industries Ltd.	Energy	Equity	8.14%
Infosys Ltd.	Technology	Equity	6.33%
Tata Consultancy Services Ltd.	Technology	Equity	6.24%
Larsen & Toubro Ltd.	Construction	Equity	5.81%
Maruti Suzuki India Ltd.	Automobile	Equity	4.60%
Titan Company Ltd.	Consumer Discretionary	Equity	4.03%
Bajaj Finance Ltd.	Financial	Equity	3.97%
Kotak Mahindra Bank Ltd.	Financial	Equity	3.93%
Blue Star Ltd.	Consumer Discretionary	Equity	3.36%
JK Lakshmi Cement Ltd.	Construction	Equity	3.28%
Siemens Ltd.	Capital Goods	Equity	3.12%
Bharti Airtel Ltd.	Communication	Equity	3.02%
Housing Development Finance Corporation Ltd.	Financial	Equity	2.84%
Mahindra & Mahindra Ltd.	Automobile	Equity	2.69%
Avenue Supermarts Ltd.	Services	Equity	2.51%
ZF Commercial Vehicle Control Systems India Ltd.	Automobile	Equity	2.31%
Asian Paints Ltd.	Chemicals	Equity	2.28%
State Bank of India	Financial	Equity	2.02%
ITC Ltd.	Consumer Staples	Equity	1.86%
Cipla Ltd.	Healthcare	Equity	1.75%
Mphasis Ltd.	Technology	Equity	1.47%
Divi's Laboratories Ltd.	Healthcare	Equity	1.31%
ICICI Lombard General Insurance Company Ltd.	Insurance	Equity	1.29%

Rank (total assets)	#29 in India
Total AUM	₹3,591.62Cr

Date of Incorporation	29 Mar 2010

Fund benchmark	NIFTY 500 Total Return Index

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Sarjapur Main Road, Bellandur
Bengaluru – 560103
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Min. for 1st investment	Not Supported
Min. for 2nd investment onwards	Not Supported

IDBI Focused 30 Equity Fund Direct Growth

Return calculator

Understand terms

Annualised returns

Absolute returns

Returns and rankings

Peer Comparison

Holdings (25)

Understand terms

Expense ratio

Tax

Exit load

Stamp duty

Past expense ratio & exit load

Expense ratio, exit load and tax

Expense ratio: 1.56%

Exit load

Stamp duty

Tax implication

Minimum investment amounts

Fund management

Sumit BhatnagarJul 2024 - PresentView details

Fund house & investment objective

Fund house contact details

Compare funds

Sumit Bhatnagar
Jul 2024 - Present
View details