IDFC Equity Opportunity Series 5 Regular Growth

Equity
Multi Cap
Moderate Risk
1M
6M
1Y
All
NAV: 15 Mar 2021₹12.48
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 (%)

Returns and rankings

Category: Equity Multi Cap
Absolute returns
3M6M1YAll
Fund returnsNANANANA
Category averageNANA66.0%NA
Rank with in category151415NA
Understand terms

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%
See All

Expense ratio, exit load and tax

Expense ratio: 1.25%

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

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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