IDFC Equity Opportunity Series 6 Regular Growth+0.21%

3Groww
-4.17%
1 Year Return
Equity
Diversified
3.0 star
6M
1Y
All

Fund Details

IDFC Equity Opportunity Series 6 Regular Growth

RiskModerately High
Min SIP AmountNot Supported
Expense Ratio2.58%
NAV9.6 (19 Aug 2019)
Fund Started27 Jul 2018
Fund Size143 Cr

Returns

1Y
3Y*
5Y*
Since inception*
IDFC Equity Opportunity Series 6 Regular Growth
-4.2%
NA
NA
-3.7%
Category Average
-9.1%
6.5%
NA
-
Rank within category
9
NA
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    Estimated Value
    as per Historical Returns
    30
    with -4.2% annual returns

    Comparison

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

    Top Holdings

    NameSectorInstrument% Assets
    HDFC Bank Ltd.FinancialEquity7.3%
    Glaxosmithkline Consumer Healthcare Ltd.FMCGEquity5.7%
    Aavas Financiers Ltd.FinancialEquity5.2%
    ITC Ltd.FMCGEquity4.7%
    Lupin Ltd.HealthcareEquity4.5%
    Reliance Industries Ltd.EnergyEquity4.4%
    Larsen & Toubro Ltd.ConstructionEquity4.4%
    Sun Pharmaceutical Inds. Ltd.HealthcareEquity3.6%
    Dr. Reddy's Laboratories Ltd.HealthcareEquity3.6%
    Ultratech Cement Ltd.ConstructionEquity3.5%
    See All

    Fund Managers

    addAnoop Bhaskar
    Education
    Mr. Bhaskar is a B.Com (H) and MBA(Finance) from Pune University.
    Experience
    He brings with him over 23 years of experience in the domestic mutual fund industry covering the entire gamut of fund management and equity research. 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.
    Funds Managed
    addKartik Mehta
    Education
    Mr. Mehta is a B.E (Mech.) and MBA (Finance).
    Experience
    Prior to joining IDFC Mutual Fund he was associated with Canara Robeco AMC Ltd. as Fund Manager, Sushil Financial Services Pvt. Ltd. (Mar 2010-Aug 2016) as VP - Institutional Equity Research, Latin Manharlal Securities Pvt. Ltd. (Nov 2006-Mar 2010) as Head of Research and K.M. Securities (Jun 2005-Oct 2006) as Equity Analyst.
    Funds Managed

    Other Details

    IDFC Equity Opportunity Series 6 Regular Growth is a Equity Mutual Fund Scheme launched by IDFC Mutual Fund. This scheme was introduced to investors on 27 Jul 2018. Anoop Bhaskar, Sumit Agrawal, Kartik Mehta is the Current Fund Manager of IDFC Equity Opportunity Series 6 Regular Growth.The fund currently has an Asset Under Management(AUM) of ₹143 Cr and the Latest NAV as of 19 Aug 2019 is ₹9.6.

    The IDFC Equity Opportunity Series 6 Regular Growth is rated Moderately High risk. Minimum SIP Investment is 500. Minimum Lumpsum Investment is 5000. Nil.

    Investment Objective

    The Scheme seeks to generate capital appreciation from a portfolio that is invested in equity and equity related securities of companies across market capitalization that will benefit from growth of the Indian and the global economy and in Debt and Money Market instruments maturing on or before the maturity of the scheme.

    Tax Implications

    Scheme Information Document(SID)

    ₹5000
    Min for First Investment
    ₹0
    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
    12 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,
    Invest Now
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    + ₹1,000
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    Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing.
    Past performance is not indicative of future returns. Please consider your specific investment requirements, risk tolerance, investment goal, time frame, risk and reward balance and the cost associated with the investment before choosing a fund, or designing a portfolio that suits your needs.
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