6M
1Y
3Y
All
Fund Details
IDFC Equity Opportunity Series 4 Regular IDCW
| Risk | Moderately High |
|---|---|
| Min SIP Amount | Not Supported |
| Expense Ratio | 1.25% |
| NAV | ₹7.29 (04 Jan 2021) |
|---|---|
| Fund Started | 29 Dec 2017 |
| Fund Size | ₹187 Cr |
Returns
1Y
3Y*
5Y*
Since inception*
Fund Returns
-3.3%
-10.4%
-
-18.9%
Category Average
66.0%
9.5%
14.8%
-
Rank Within Category
32
18
-
-
*All returns are annualized.
SIP
Minimum SIP amount₹0
Amount Per Month₹5,000
Duration
1Y back
3Y back
Would have become
₹0
with -3.3% returns per annum
Comparison
Data not available
Pros
Found nothing so far.
Cons
Found nothing so far.
Top Holdings
| 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% |
See All
Fund Managers
Sachin Relekar
Rajendra Kumar Mishra
Viraj Kulkarni
IDFC Equity Opportunity Series 4 Regular IDCW Details
IDFC Equity Opportunity Series 4 Regular IDCW is a Equity Mutual Fund Scheme launched by IDFC Mutual Fund. This scheme was made available to investors on 29 Dec 2017. Rajendra Kumar Mishra is the Current Fund Manager of IDFC Equity Opportunity Series 4 Regular IDCW fund.The fund currently has an Asset Under Management(AUM) of ₹187 Cr and the Latest NAV as of 04 Jan 2021 is ₹7.29.
The IDFC Equity Opportunity Series 4 Regular IDCW is rated Moderately High risk.
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 companies.
Scheme Information Document(SID)
Not Supported
Min for First Investment
Not Supported
Min for Second Investment
Nil
Exit Load
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IDFC Equity Opportunity Series 4 Regular IDCW
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About IDFC Mutual Fund
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
NAIDFC 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
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