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Home>Mutual Funds>IDFC Mutual Fund>IDFC Equity Opportunity Series 4 Direct Growth

IDFC Equity Opportunity Series 4 Direct Growth

Equity
Multi Cap
Moderately High Risk
-9.00%
3Y annualised
+0.07% 1D
1M
6M
1Y
3Y
All
NAV: 04 Jan 2021₹7.65
Min. SIP amountNA
RatingNA
Fund size₹187.17Cr

Returns and rankings

Category: 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

Expense ratio, exit load and tax

Expense ratio: 0.09%

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns 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 amounts

Min. for 1st investmentNA
Min. for 2nd investment onwardsNA
Min. for SIPNA

Fund management

Sachin 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, Sundaram Mutual Fund, Tata AMC, CD Equity Search, Innovision Consulting and Tech Pacific India.
Also manages these schemes

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

Fund house & investment objective

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
Website
NA
Amc Image
IDFC Mutual Fund
Asset Management Company
Custodian
NA
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,

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FAQs

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

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

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

The IDFC Equity Opportunity Series 4 Direct Growth 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 Growth?

The term Expense Ratio used for IDFC Equity Opportunity Series 4 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 IDFC Equity Opportunity Series 4 Direct Growth is 0.09% as of 28 May 2022...

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

The AUM, short for Assets Under Management of IDFC Equity Opportunity Series 4 Direct Growth is ₹187.17Cr as of 28 May 2022.

How to Redeem IDFC Equity Opportunity Series 4 Direct Growth?

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

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

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

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

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

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

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