IDFC Equity Opportunity Series 4 Direct Growth

Equity
Diversified
Moderately High Risk
-9.00%
3Y annualised
+0.07% 1D
1M
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 (%)

Holdings (43)

NameSectorInstrumentAssets
ConstructionEquity7.61%
ConstructionEquity6.01%
CommunicationEquity5.52%
ServicesEquity4.88%
ConstructionEquity4.38%
EnergyEquity3.67%
ServicesEquity3.59%
MetalsEquity3.49%
Container Corpn. Of India Ltd.
ServicesEquity3.48%
EnergyEquity3.24%
EngineeringEquity2.99%
ServicesEquity2.85%
MetalsEquity2.73%
Techno Electric & Engineering Co. Ltd.
EngineeringEquity1.92%
EngineeringEquity1.90%
EngineeringEquity1.83%
ConstructionEquity1.64%
EngineeringEquity1.64%
ConstructionEquity1.61%
EngineeringEquity1.61%
NBCC India Ltd.
ConstructionEquity1.58%
MetalsEquity1.53%
TechnologyEquity1.35%
ConstructionEquity1.35%
MetalsEquity1.30%
ConstructionEquity1.29%
ConstructionEquity1.06%
J Kumar Infraprojects Ltd.
ConstructionEquity1.02%
ConstructionEquity1.01%
ConstructionEquity1.00%
DiversifiedEquity0.97%
ServicesEquity0.95%
EngineeringEquity0.94%
EngineeringEquity0.87%
EngineeringEquity0.73%
EnergyEquity0.71%
ServicesEquity0.69%
Jindal Drilling & Inds. Ltd.
EnergyEquity0.46%
ChemicalsEquity0.38%
ConstructionEquity0.29%
ConstructionEquity0.22%
Indian Railway Catering & Tourism Corpn. Ltd.
ServicesEquity0.15%
EnergyEquity0.05%
See All

Minimum investment amounts

Min. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

Returns and rankings

Category: Equity Diversified
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

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 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

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 Axis Mutual Fund, he has worked with Bandhan Mutual Fund (formerly IDFC Mutual Fund), LIC 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 Bandhan Mutual Fund (formerly IDFC Mutual Fund) 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
One World Centre, 6th Floor, Tower 1C,Senapati Bapat Marg, Prabhadevi Mumbai 400013
Phone
NA
Launch Date
20 Dec 1999
E-mail
NA
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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