IDFC Equity Opportunity Series 6 Direct Growth

Equity
Diversified
Very High Risk
24.85%
3Y annualised
+0.03% 1D
1M
6M
1Y
3Y
All
NAV: 02 Nov 2021₹18.60
Min. SIP amountNot Supported
RatingNA
Fund size₹268.77Cr

Return calculator

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

Holdings (37)

NameSectorInstrumentAssets
FinancialEquity7.46%
TechnologyEquity7.10%
FinancialEquity5.69%
EnergyEquity4.51%
FinancialEquity4.48%
ConstructionEquity4.34%
ServicesEquity4.05%
HealthcareEquity3.40%
FinancialEquity3.30%
ConstructionEquity3.28%
FMCGEquity2.88%
FinancialEquity2.84%
TechnologyEquity2.80%
AutomobileEquity2.54%
HealthcareEquity2.40%
FMCGEquity2.34%
CommunicationEquity2.32%
ChemicalsEquity2.30%
TechnologyEquity2.29%
FinancialEquity2.25%
AutomobileEquity2.20%
HealthcareEquity2.18%
EngineeringEquity2.17%
AutomobileEquity2.06%
FinancialEquity1.79%
FMCGEquity1.54%
DiversifiedEquity1.53%
ChemicalsEquity1.52%
AutomobileEquity1.47%
AutomobileEquity1.45%
ChemicalsEquity1.44%
TextilesEquity1.25%
FinancialEquity1.08%
MetalsEquity0.63%
FMCGEquity0.31%
CommunicationDVR0.04%
FMCGNCD0.01%
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
Annualised returns
Absolute returns
6M1Y3YAll
Fund returnsNA54.5%24.9%20.9%
Category averageNA48.8%24.5%NA
Rank with in categoryNANANANA
Understand terms

Expense ratio, exit load and tax

Expense ratio: 0.60%

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
Jul 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
Jul 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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