IDFC Equity Opportunity Series 5 Regular Growth+0.90%

2.00%
1 Year Return
Equity
Diversified
6M
1Y
All

Fund Details

IDFC Equity Opportunity Series 5 Regular Growth

RiskModerately High
Min SIP AmountNot Supported
Expense Ratio1.25%
NAV10.11 (20 Oct 2020)
Fund Started16 Mar 2018
Fund Size542 Cr

Returns

1Y
3Y*
5Y*
Since inception*
IDFC Equity Opportunity Series 5 Regular Growth
2.0%
NA
NA
0.4%
Category Average
1.9%
1.1%
6.8%
-
Rank within category
21
NA
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    Estimated Value
    as per Historical Returns
    0
    with 2.0% annual returns

    Comparison

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

    Top Holdings

    NameSectorInstrument% Assets
    HDFC Bank Ltd.FinancialEquity8.2%
    ICICI Bank Ltd.FinancialEquity8.1%
    Infosys Ltd.TechnologyEquity7.7%
    Bharti Airtel Ltd.CommunicationEquity7.6%
    Fine Organic Industries Ltd.ChemicalsEquity7.1%
    Reliance Industries Ltd.EnergyEquity6.2%
    Mahindra & Mahindra Ltd.AutomobileEquity4.2%
    State Bank of IndiaFinancialEquity4.0%
    Tech Mahindra Ltd.TechnologyEquity3.6%
    HCL Technologies Ltd.TechnologyEquity3.5%
    See All

    Fund Managers

    IDFC Equity Opportunity Series 5 Regular Growth Details

    IDFC Equity Opportunity Series 5 Regular 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 Regular Growth fund.The fund currently has an Asset Under Management(AUM) of ₹542 Cr and the Latest NAV as of 20 Oct 2020 is ₹10.11.

    The IDFC Equity Opportunity Series 5 Regular 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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