IDFC Equity Opportunity Series 5 Direct Growth

Equity
Diversified
Moderate Risk
1M
6M
1Y
All
NAV: 15 Mar 2021₹13.03
Min. SIP amountNot Supported
RatingNA
Fund size₹701.54Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Holdings (15)

NameSectorInstrumentAssets
FinancialEquity3.71%
FinancialEquity3.62%
TechnologyEquity3.06%
State Bank of India
FinancialEquity2.59%
CommunicationEquity2.56%
AutomobileEquity2.26%
TechnologyEquity1.79%
FMCGEquity1.70%
ConstructionEquity1.70%
EnergyEquity1.40%
AutomobileEquity1.23%
TechnologyEquity1.21%
Divi's Laboratories Ltd.
HealthcareEquity0.89%
HealthcareEquity0.77%
HealthcareEquity0.74%
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
Absolute returns
3M6M1YAll
Fund returnsNANANANA
Category averageNANA66.0%NA
Rank with in category151414NA
Understand terms

Expense ratio, exit load and tax

Expense ratio: 0.08%

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

Anoop Bhaskar
Mar 2018 - Present
View details

Education
Mr. Bhaskar is a B.Com (H) and MBA(Finance) from Pune University.
Experience
Prior to joining IDFC AMC, he was associated with UTI AMC (Apr. 2007-Jan. 2016), Sundaram AMC (Aug. 2003-Mar. 2007), Franklin Templeton AMC, Shriram Financial Services Ltd., Brisk Financial Services and Cross Borders Finance & Projects.
Also manages these schemes

Sumit Agrawal
Mar 2018 - Present
View details

Education
Mr.Agrawal is a B.Com, ACS, CFA (USA)and PGDM (Finance).
Experience
Prior to joining Bandhan Mutual Fund (formerly IDFC Mutual Fund), he was associated with Mirae Asset Mutual Fund (Nov 2010-Sep 2016) as Fund Manager-Equities, Axis Capital (erstwhile ENAM Securities) (Feb 2008-Nov 2010) as VP-Research Analyst and JP Morgan India Services Pvt. Ltd. (Jun 2006-Feb 2008) as TL-Investment Banking.
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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