How to Invest in IDFC Equity Opportunity Series 4 Direct IDCW?

You can easily invest in IDFC Equity Opportunity Series 4 Direct IDCW 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 IDFC Equity Opportunity Series 4 Direct IDCW 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 IDFC Equity Opportunity Series 4 Direct IDCW as SIP or lumpsum as per your investment objective and risk tolerance

What kind of returns does IDFC Equity Opportunity Series 4 Direct IDCW provide?

The IDFC Equity Opportunity Series 4 Direct IDCW has been there from 29 Dec 2017 and the average annual returns provided by this fund is -2.09% since its inception.

How much expense ratio is charged by IDFC Equity Opportunity Series 4 Direct IDCW?

The term Expense Ratio used for IDFC Equity Opportunity Series 4 Direct IDCW 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 IDFC Equity Opportunity Series 4 Direct IDCW is 0.09% as of 24 Mar 2023...

What is the AUM of IDFC Equity Opportunity Series 4 Direct IDCW?

The AUM, short for Assets Under Management of IDFC Equity Opportunity Series 4 Direct IDCW is ₹187.17Cr as of 24 Mar 2023.

How to Redeem IDFC Equity Opportunity Series 4 Direct IDCW?

If you want to sell your IDFC Equity Opportunity Series 4 Direct IDCW 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 IDFC Equity Opportunity Series 4 Direct IDCW?

You can select either SIP or Lumpsum investment of IDFC Equity Opportunity Series 4 Direct IDCW based on your investment objective and risk tolerance.

What is the NAV of IDFC Equity Opportunity Series 4 Direct IDCW?

The NAV of IDFC Equity Opportunity Series 4 Direct IDCW is ₹7.65 as of 04 Jan 2021.

What is the PE and PB ratio of IDFC Equity Opportunity Series 4 Direct IDCW?

The PE ratio ratio of IDFC Equity Opportunity Series 4 Direct IDCW 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).

IDFC Equity Opportunity Series 4 Direct IDCW - NAV, Mutual Fund Performance & Portfolio

IDFC Equity Opportunity Series 4 Direct IDCW
Equity
Multi Cap
Moderately High Risk
-9.00%
3Y annualised
+0.07% 1D
6M
1Y
3Y
All
 NAV: 04 Jan 2021₹7.65
Min. SIP amountNot Supported
RatingNA
Fund size₹187.17Cr
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 Multi Cap
Annualised returns
Absolute returns
6M1Y3YAll
Fund returnsNA-2.1%-9.0%-8.5%
Category averageNA66.0%9.5%NA
Rank with in categoryNA3217NA
Understand terms
Holdings (42)NameSectorInstrumentAssets
Larsen & Toubro Ltd.ConstructionEquity7.6%
Ultratech Cement Ltd.ConstructionEquity6.0%
Bharti Airtel Ltd.CommunicationEquity5.5%
Adani Ports and Special Economic Zone Ltd.ServicesEquity4.9%
JK Cement LtdConstructionEquity4.4%
Gujarat State Petronet Ltd.EnergyEquity3.7%
PNC Infratech Ltd.ServicesEquity3.6%
Jindal Steel & Power Ltd.MetalsEquity3.5%
Container Corpn. Of India Ltd.
ServicesEquity3.5%
Torrent Power Ltd.EnergyEquity3.2%
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
31 Mar 2021 - Present
0.09%
30 Sep 2020 - 31 Mar 2021
0.09%
31 Mar 2020 - 30 Sep 2020
0.09%
30 Sep 2019 - 31 Mar 2020
0.09%
31 Mar 2019 - 30 Sep 2019
0.28%
30 Sep 2018 - 31 Mar 2019
0.53%
31 Mar 2018 - 30 Sep 2018
0.52%
Expense ratio, exit load and taxExpense ratio: 0.09%Inclusive of GST
Exit loadNil
Stamp duty0.005% (from July 1st, 2020)
Tax implicationReturns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 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 managementSachin Relekar
Dec 2020 - Present
View details
Education
Mr. Relekar is an MMS(Finance) from Jamnalal Bajaj Institute of Management Studies Mumbai and B.E (Mechanical) from K.E.S. College of Engineering Islampur.
Experience
Prior to joining IDFC AMC he has worked with LIC Mutual Fund, Tata AMC, CD Equity Search, Innovision Consulting and Tech Pacific India.
Also manages these schemes
LIC MF Unit Linked Insurance Scheme
LIC MF Large Cap Fund IDCW
LIC MF Tax Plan IDCW
LIC MF Tax Plan Growth
LIC MF Large Cap Fund Growth
LIC MF Infrastructure Fund Growth
LIC MF Infrastructure Fund IDCW
Bandhan Flexi Cap Fund Regular Growth
Bandhan Flexi Cap Fund Regular IDCW
Bandhan Large Cap Fund Regular Growth
Bandhan Large Cap Fund Regular IDCW
Bandhan Equity Savings Fund Regular IDCW Monthly
Bandhan Equity Savings Fund Regular Growth
Bandhan Asset Allocation Conservative Regular Growth
Bandhan Asset Allocation Conservative Regular IDCW
Bandhan Asset Allocation Moderate Regular Growth
Bandhan Asset Allocation Moderate Regular IDCW
Bandhan Asset Allocation Aggressive Regular IDCW
Bandhan Asset Allocation Aggressive Regular Growth
Bandhan Infrastructure Fund Regular Growth
Bandhan Infrastructure Fund Regular IDCW
Bandhan Flexi Cap Fund Direct IDCW
Bandhan Flexi Cap Fund Direct Growth
Bandhan Infrastructure Fund Direct Plan IDCW
Bandhan Infrastructure Fund Direct Plan Growth
Bandhan Equity Savings Fund Direct IDCW Monthly
Bandhan Equity Savings Fund Direct Growth
Bandhan Large Cap Fund Direct IDCW
Bandhan Large Cap Fund Direct Growth
Bandhan Asset Allocation Aggressive Direct Plan IDCW
Bandhan Asset Allocation Aggressive Direct Plan Growth
Bandhan Asset Allocation Conservative Direct Growth
Bandhan Asset Allocation Conservative Direct IDCW
Bandhan Asset Allocation Moderate Direct IDCW
Bandhan Asset Allocation Moderate Direct Growth
LIC MF Unit Linked Insurance Scheme Direct IDCW
LIC MF Large Cap Fund Direct Growth
LIC MF Large Cap Fund Direct IDCW
LIC MF Tax Direct Plan IDCW
LIC MF Tax Direct Plan Growth
LIC MF Infrastructure Fund Direct IDCW
LIC MF Infrastructure Fund Direct Growth
Bandhan Balanced Advantage Fund Regular IDCW
Bandhan Balanced Advantage Fund Direct Growth
Bandhan Balanced Advantage Fund Direct IDCW
Bandhan Balanced Advantage Fund Regular Growth
Bandhan Equity Savings Fund Direct IDCW Yearly
Bandhan Equity Savings Fund Regular IDCW Yearly
LIC MF Large & Mid Cap Fund Direct IDCW
LIC MF Large & Mid Cap Fund Direct Growth
LIC MF Large & Mid Cap Fund Regular Growth
LIC MF Large & Mid Cap Fund Regular IDCW
LIC MF Dual Advantage Fixed Term Plan Series I Regular Growth
LIC MF Dual Advantage Fixed Term Plan Series 2 Direct Growth
LIC MF Dual Advantage Fixed Term Plan Series 2 Regular Growth
LIC MF Dual Advantage Fixed Term Plan Series 3 Direct Growth
LIC MF Dual Advantage Fixed Term Plan Series 3 Regular Growth
LIC MF Nifty 50 ETF IDCW
LIC MF S&P BSE Sensex ETF Growth
LIC MF Nifty 100 ETF Growth
IDFC Equity Opportunity Series 4 Regular Growth
IDFC Equity Opportunity Series 4 Direct IDCW
IDFC Equity Opportunity Series 4 Regular IDCW
IDFC Equity Opportunity Series 4 Direct Growth
Bandhan Equity Savings Fund Direct IDCW Quarterly
Bandhan Equity Savings Fund Regular IDCW Quarterly
Bandhan Midcap Fund Direct IDCW
Bandhan Midcap Fund Regular Growth
Bandhan Midcap Fund Regular IDCW
Bandhan Midcap Fund Direct Growth
Viraj Kulkarni
Dec 2017 - Present
View details
Education
Mr. Kulkarni is a B.Tech. (Electronics), CFA and also holds a PGDM (Finance).
Experience
Prior to joining IDFC AMC he was associated with Franklin Templeton Asset Management (India) Pvt. Ltd. (May 2014-Sept. 2015) and Goldman Sachs Services India (June 2010-May 2012).
Also manages these schemes
Bandhan Equity Savings Fund Regular IDCW Monthly
Bandhan Equity Savings Fund Regular Growth
Bandhan Asset Allocation Conservative Regular Growth
Bandhan Asset Allocation Conservative Regular IDCW
Bandhan Asset Allocation Moderate Regular Growth
Bandhan Asset Allocation Moderate Regular IDCW
Bandhan Asset Allocation Aggressive Regular IDCW
Bandhan Asset Allocation Aggressive Regular Growth
Bandhan Regular Savings Fund Regular IDCW Monthly
Bandhan Regular Savings Fund Regular Growth
Bandhan Regular Savings Fund Regular IDCW Quarterly
Bandhan Equity Savings Fund Direct IDCW Monthly
Bandhan Equity Savings Fund Direct Growth
Bandhan Asset Allocation Aggressive Direct Plan IDCW
Bandhan Asset Allocation Aggressive Direct Plan Growth
Bandhan Asset Allocation Conservative Direct Growth
Bandhan Asset Allocation Conservative Direct IDCW
Bandhan Asset Allocation Moderate Direct IDCW
Bandhan Asset Allocation Moderate Direct Growth
Bandhan Regular Savings Fund Direct Plan IDCW Monthly
Bandhan Regular Savings Fund Direct Plan Growth
Bandhan Regular Savings Fund Direct Plan IDCW Quarterly
Bandhan Equity Savings Fund Direct IDCW Yearly
Bandhan Equity Savings Fund Regular IDCW Yearly
Bandhan Hybrid Equity Fund Regular Growth
Bandhan Hybrid Equity Fund Direct Growth
Bandhan Hybrid Equity Fund Direct IDCW
Bandhan Hybrid Equity Fund Regular IDCW
IDFC Equity Opportunity Series 4 Regular Growth
IDFC Equity Opportunity Series 4 Direct IDCW
IDFC Equity Opportunity Series 4 Regular IDCW
IDFC Equity Opportunity Series 4 Direct Growth
Bandhan Equity Savings Fund Direct IDCW Quarterly
Bandhan Equity Savings Fund Regular IDCW Quarterly
Bandhan Ultra Short Term Fund Regular Growth
Bandhan Ultra Short Term Fund Regular IDCW Daily
Bandhan Ultra Short Term Fund Direct Growth
Bandhan Ultra Short Term Fund Direct IDCW Daily
Bandhan Ultra Short Term Fund Regular IDCW Weekly
Bandhan Ultra Short Term Fund Direct IDCW Quarterly
Bandhan Ultra Short Term Fund Regular IDCW
Bandhan Ultra Short Term Fund Direct IDCW Monthly
Bandhan Ultra Short Term Fund Direct IDCW
IDFC Fixed Term Plan Series 160 Direct Growth
IDFC Fixed Term Plan Series 177 Direct Growth
IDFC Fixed Term Plan Series 177 Regular Growth
IDFC Fixed Term Plan Series 178 Regular Growth
Bandhan Emerging Businesses Fund Direct IDCW
Bandhan Emerging Businesses Fund Regular Growth
Bandhan Emerging Businesses Fund Regular IDCW
Bandhan Emerging Businesses Fund Direct Growth
Bandhan Floating Rate Fund Regular Growth
Bandhan Floating Rate Fund Regular IDCW Quarterly
Bandhan Floating Rate Fund Regular IDCW Monthly
Bandhan Floating Rate Fund Regular IDCW Weekly
Bandhan Floating Rate Fund Regular IDCW Periodic
Bandhan Floating Rate Fund Regular IDCW Daily
Bandhan Floating Rate Fund Direct Growth
Bandhan Floating Rate Fund Direct IDCW Quarterly
Bandhan Floating Rate Fund Direct IDCW Monthly
Bandhan Floating Rate Fund Direct IDCW Daily
Bandhan Floating Rate Fund Direct IDCW Periodic
Bandhan Floating Rate Fund Direct IDCW Weekly
Bandhan Floating Rate Fund Direct IDCW Yearly
Bandhan Floating Rate Fund Regular IDCW Yearly
Bandhan US Equity FoF Regular IDCW
Bandhan US Equity FoF Direct Growth
Bandhan US Equity FoF Direct IDCW
Bandhan US Equity FoF Regular Growth
Fund house & investment objective
IDFC Mutual Fund
Rank (total assets)#9 in India
Total AUM₹1,22,101.48Cr
Date of Incorporation20 Dec 1999
 IDFC Equity Opportunity Series 4 Direct IDCW is a Equity Mutual Fund Scheme launched by IDFC Mutual Fund. This scheme was made available to investors on 20 Dec 1999. Rajendra Kumar Mishra is the Current Fund Manager of IDFC Equity Opportunity Series 4 Direct IDCW fund. The fund currently has an Asset Under Management(AUM) of ₹1,22,101 Cr and the Latest NAV as of 04 Jan 2021 is ₹7.65.
The IDFC Equity Opportunity Series 4 Direct IDCW is rated Moderately High risk.
;
Investment ObjectiveThe Scheme seeks to generate capital appreciation from a portfolio that is invested in equity and equity related securities of Indian and foreign companies.
;
Fund benchmarkS&P BSE 500 Total Return Index
Scheme Information Document(SID)
Fund house contact details
Address
Unit No. 27, Ground Floor,Khetan Bhavan,198, Jamshedji Tata Road,Churchgate, Mumbai 400020
Phone
022-24398777 / 24399999 / 66289999
Launch Date
20 Dec 1999
E-mail
[email protected]
Website
NA
IDFC Mutual Fund
Asset Management Company
Custodian
NA
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
Email
[email protected]
Website
www.camsonline.com
Compare funds
IDFC Equity Opportunity Series 4 Direct IDCW
VS
Add mutual fund to compare

	6M	1Y	3Y	All
Fund returns	NA	-2.1%	-9.0%	-8.5%
Category average	NA	66.0%	9.5%	NA
Rank with in category	NA	32	17	NA

Name	Sector	Instrument	Assets
Larsen & Toubro Ltd.	Construction	Equity	7.6%
Ultratech Cement Ltd.	Construction	Equity	6.0%
Bharti Airtel Ltd.	Communication	Equity	5.5%
Adani Ports and Special Economic Zone Ltd.	Services	Equity	4.9%
JK Cement Ltd	Construction	Equity	4.4%
Gujarat State Petronet Ltd.	Energy	Equity	3.7%
PNC Infratech Ltd.	Services	Equity	3.6%
Jindal Steel & Power Ltd.	Metals	Equity	3.5%
Container Corpn. Of India Ltd.	Services	Equity	3.5%
Torrent Power Ltd.	Energy	Equity	3.2%

Rank (total assets)	#9 in India
Total AUM	₹1,22,101.48Cr

Date of Incorporation	20 Dec 1999

Fund benchmark	S&P BSE 500 Total Return Index

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Bengaluru – 560103
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Min. for 1st investment	Not Supported
Min. for 2nd investment onwards	Not Supported

Rating	NA
Fund size	₹187.17Cr

IDFC Equity Opportunity Series 4 Direct IDCW

Return calculator

Understand terms

Annualised returns

Absolute returns

Returns and rankings

Holdings (42)

Understand terms

Expense ratio

Tax

Exit load

Stamp duty

Past expense ratio & exit load

Expense ratio, exit load and tax

Expense ratio: 0.09%

Exit load

Stamp duty

Tax implication

Minimum investment amounts

Fund management

Sachin RelekarDec 2020 - PresentView details

Viraj KulkarniDec 2017 - PresentView details

Fund house & investment objective

Fund house contact details

Compare funds

Sachin Relekar
Dec 2020 - Present
View details

Viraj Kulkarni
Dec 2017 - Present
View details