Name: IDFC Equity Opportunity Series 4 Direct Growth
Brand: IDFC Mutual Fund

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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₹187.17 Cr
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 termsinfo
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 Ltd
ConstructionEquity4.4%
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 implicationNA
Understand termsinfo
Check past data
Minimum investment amountsMin. for 1st investmentNA
Min. for 2nd investment onwardsNA
Min. for SIPNA
Fund managementSachin Relekar
Dec 2020 - Present
View details
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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
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
IDFC Flexi Cap Fund Regular Growth
IDFC Flexi Cap Fund Regular IDCW
IDFC Equity Savings Fund Regular IDCW Monthly
IDFC Equity Savings Fund Regular Growth
IDFC Infrastructure Fund Regular Growth
IDFC Infrastructure Fund Regular IDCW
IDFC Flexi Cap Fund Direct IDCW
IDFC Flexi Cap Fund Direct Growth
IDFC Infrastructure Direct Plan IDCW
IDFC Infrastructure Direct Plan Growth
IDFC Equity Savings Fund Direct IDCW Monthly
IDFC Equity Savings Fund 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
IDFC Equity Savings Fund Direct IDCW Yearly
IDFC 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 3 Direct Growth
LIC MF Dual Advantage Fixed Term Plan Series 3 Regular Growth
LIC MF Exchange Traded Fund Nifty 50 IDCW
LIC MF Exchange Traded Fund Sensex Growth
LIC MF Exchange Traded Fund Nifty 100 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
Rajendra Kumar Mishra
Dec 2017 - Present
View details
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Education
Mr. Mishra is a B.E from REC Jamshedpur and PGDM from IIM Lucknow.
Experience
Prior to joining IDFC AMC he has worked with JP Morgan, Asian Paints and Telco.
Also manages these schemes
IDFC Infrastructure Fund Regular Growth
IDFC Infrastructure Fund Regular IDCW
IDFC Infrastructure Direct Plan IDCW
IDFC Infrastructure Direct Plan 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
Viraj Kulkarni
Dec 2017 - Present
View details
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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
IDFC Hybrid Equity Fund Regular Growth
IDFC Hybrid Equity Fund Direct Growth
IDFC Hybrid Equity Fund Direct IDCW
IDFC 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
IDFC Ultra Short Term Fund Regular Growth
IDFC Ultra Short Term Fund Direct Growth
IDFC Ultra Short Term Fund Regular IDCW
IDFC Ultra Short Term Fund Direct IDCW Monthly
IDFC 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
IDFC Emerging Businesses Fund Direct IDCW
IDFC Emerging Businesses Fund Regular Growth
IDFC Emerging Businesses Fund Regular IDCW
IDFC Emerging Businesses Fund Direct Growth
IDFC Floating Rate Fund Regular Growth
IDFC Floating Rate Fund Direct Growth
IDFC Floating Rate Fund Direct IDCW Yearly
Fund house & investment objective
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IDFC Mutual Fund
Rank (total assets)#9 in India
Total AUM1,20,172.24 Cr
Date of Incorporation13 Mar 2000
IDFC Equity Opportunity Series 4 Direct Growth is a Equity Mutual Fund Scheme launched by IDFC Mutual Fund. This scheme was made available to invest
IDFC Equity Opportunity Series 4 Direct Growth is a Equity Mutual Fund Scheme launched by IDFC Mutual Fund. This scheme was made available to investors on 13 Mar 2000. Rajendra Kumar Mishra is the Current Fund Manager of IDFC Equity Opportunity Series 4 Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹1,20,172 Cr and the Latest NAV as of 04 Jan 2021 is ₹7.65.
The IDFC Equity Opportunity Series 4 Direct Growth is rated Moderately High risk. ...Read more
Investment Objective
The Scheme seeks to generate capital appreciation from a portfolio that is invested in equity and equity related securities of Indian and foreign comp
The Scheme seeks to generate capital appreciation from a portfolio that is invested in equity and equity related securities of Indian and foreign companies.
...Read more
Fund benchmarkS&P BSE 500 TRI
descriptionScheme Information Document(SID)
Fund house contact details
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Address
OneIndiaBulls Centre, 841 Jupiter Mills Compound, Senapati Bapat Marg, Elphinstone Road (West), Mumbai 400013
Phone
022-66289999
Launch Date
13 Mar 2000
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
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	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%

Rating	NA
Fund size	₹187.17 Cr