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IDFC Equity Opportunity Series 5 Direct Growth-0.80%

15.26%
1 Year Return
Equity
Diversified
6M
1Y
All

Fund Details

IDFC Equity Opportunity Series 5 Direct Growth

RiskModerately High
Min SIP AmountNot Supported
Expense Ratio0.08%
NAV₹12.46 (21 Jan 2021)
Fund Started16 Mar 2018
Fund Size647 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
15.3%
-
-
11.6%
Category Average
19.4%
5.5%
12.9%
-
Rank Within Category
18
-
-
-
*All returns are annualized.
SIP
Minimum SIP amount0
Amount Per Month₹5,000
Would have become
0
with 15.3% returns per annum

Comparison

Data not available
Pros
Found nothing so far.
Cons
Found nothing so far.

Top Holdings

NameSectorInstrument% Assets
HDFC Bank Ltd.FinancialEquity9.8%
ICICI Bank Ltd.FinancialEquity9.7%
Infosys Ltd.TechnologyEquity7.6%
Bharti Airtel Ltd.CommunicationEquity7.5%
Fine Organic Industries Ltd.ChemicalsEquity6.1%
Reliance Industries Ltd.EnergyEquity4.8%
State Bank of IndiaFinancialEquity4.8%
Mahindra & Mahindra Ltd.AutomobileEquity4.4%
Larsen & Toubro Ltd.ConstructionEquity3.9%
Tech Mahindra Ltd.TechnologyEquity3.5%
See All

Fund Managers

IDFC Equity Opportunity Series 5 Direct Growth Details

IDFC Equity Opportunity Series 5 Direct Growth is a Equity Mutual Fund Scheme launched by IDFC Mutual Fund. This scheme was made available to investors on 16 Mar 2018. Anoop Bhaskar, Sumit Agrawal is the Current Fund Manager of IDFC Equity Opportunity Series 5 Direct Growth fund.The fund currently has an Asset Under Management(AUM) of ₹647 Cr and the Latest NAV as of 21 Jan 2021 is ₹12.46.

The IDFC Equity Opportunity Series 5 Direct Growth 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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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
Website
NA
IDFC Mutual Fund
Asset Management Company
Custodian
Deutsche Bank
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
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