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Home>Mutual Funds>IDFC Mutual Fund>IDFC Equity Opportunity Series 5 Direct Growth

IDFC Equity Opportunity Series 5 Direct Growth

Equity
Multi Cap
Moderate Risk
-1.38%
1M return
+0.06% 1D
1M
6M
1Y
All
NAV: 15 Mar 2021₹13.03
Min. SIP amountNot Supported
RatingNA
Fund size₹701.54Cr

Returns and rankings

Category: Equity Multi Cap
Absolute returns
3M6M1YAll
Fund returnsNANANANA
Category averageNANA66.0%NA
Rank with in category151414NA
Understand terms

Holdings (15)

NameSectorInstrumentAssets
HDFC Bank Ltd.FinancialEquity3.7%
ICICI Bank Ltd.FinancialEquity3.6%
Infosys Ltd.TechnologyEquity3.1%
State Bank of India
FinancialEquity2.6%
Bharti Airtel Ltd.CommunicationEquity2.6%
Mahindra & Mahindra Ltd.AutomobileEquity2.3%
Tech Mahindra Ltd.TechnologyEquity1.8%
ITC Ltd.FMCGEquity1.7%
Larsen & Toubro Ltd.ConstructionEquity1.7%
Reliance Industries Ltd.EnergyEquity1.4%
See All

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 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Understand terms
Check past data

Minimum investment amounts

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

Fund management

Sumit Agrawal
Mar 2018 - Present
View details

Fund house & investment objective

Fund house contact details

Address
Unit No. 27, Ground Floor,Khetan Bhavan,198, Jamshedji Tata Road,Churchgate, Mumbai 400020
Phone
022-24398777 / 24399999 / 66289999
Launch Date
20 Dec 1999
Website
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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FAQs

How to Invest in IDFC Equity Opportunity Series 5 Direct Growth?

You can easily invest in IDFC Equity Opportunity Series 5 Direct Growth in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps:

  • Log on to your Groww account
  • Search for IDFC Equity Opportunity Series 5 Direct Growth from the search box
  • In order to invest, you will have to complete all the KYC formalities which are completely online and paperless and take a few minutes to complete
  • Once you are done with that, you can start investing in IDFC Equity Opportunity Series 5 Direct Growth as SIP or lumpsum as per your investment objective and risk tolerance

What kind of returns does IDFC Equity Opportunity Series 5 Direct Growth provide?

The IDFC Equity Opportunity Series 5 Direct Growth has been there from 16 Mar 2018 and the average annual returns provided by this fund is 43.20% since its inception.

How much expense ratio is charged by IDFC Equity Opportunity Series 5 Direct Growth?

The term Expense Ratio used for IDFC Equity Opportunity Series 5 Direct Growth or any other mutual fund is the annual charges one needs to pay to the Mutual Fund company for managing your investments in that fund.

The Expense Ratio of IDFC Equity Opportunity Series 5 Direct Growth is 0.08% as of 13 Aug 2022...

What is the AUM of IDFC Equity Opportunity Series 5 Direct Growth?

The AUM, short for Assets Under Management of IDFC Equity Opportunity Series 5 Direct Growth is ₹701.54Cr as of 13 Aug 2022.

How to Redeem IDFC Equity Opportunity Series 5 Direct Growth?

If you want to sell your IDFC Equity Opportunity Series 5 Direct Growth holdings, go to your holding on the app or web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.

Can I invest in SIP and Lump Sum of IDFC Equity Opportunity Series 5 Direct Growth?

You can select either SIP or Lumpsum investment of IDFC Equity Opportunity Series 5 Direct Growth based on your investment objective and risk tolerance.

What is the NAV of IDFC Equity Opportunity Series 5 Direct Growth?

The NAV of IDFC Equity Opportunity Series 5 Direct Growth is ₹13.03 as of 15 Mar 2021.

What is the PE and PB ratio of IDFC Equity Opportunity Series 5 Direct Growth?

The PE ratio ratio of IDFC Equity Opportunity Series 5 Direct Growth is determined by dividing the market price by its earnings per share and the PB ratio of the same is evaluated by dividing the stock price per share by its book value per share (BVPS).

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