| Risk | Moderately High |
|---|---|
| Min SIP Amount | ₹100 |
| Expense Ratio | 0.83% |
| NAV | ₹43.91 (30 Oct 2020) |
|---|---|
| Fund Started | 01 Jan 2013 |
| Fund Size | ₹1,401 Cr |
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Reliance Industries Ltd. | Energy | Equity | 10.6% |
| Bharti Airtel Ltd. | Communication | Equity | 9.4% |
| Infosys Ltd. | Technology | Equity | 9.0% |
| Fine Organic Industries Ltd. | Chemicals | Equity | 8.7% |
| Majesco Ltd. | Technology | Equity | 7.7% |
| Tata Consultancy Services Ltd. | Technology | Equity | 6.0% |
| Mahindra & Mahindra Ltd. | Automobile | Equity | 5.6% |
| Essel Propack Ltd. | Chemicals | Equity | 4.9% |
| HDFC Bank Ltd. | Financial | Equity | 4.8% |
| Security and Intelligence Services (India) Ltd. | Services | Equity | 4.7% |
IDFC Focused Equity Fund Direct Growth is a Equity Mutual Fund Scheme launched by IDFC Mutual Fund. This scheme was made available to investors on 01 Jan 2013. Sumit Agrawal is the Current Fund Manager of IDFC Focused Equity Fund Direct Growth fund.The fund currently has an Asset Under Management(AUM) of ₹1,401 Cr and the Latest NAV as of 30 Oct 2020 is ₹43.91.
The IDFC Focused Equity Fund Direct Growth is rated Moderately High risk. Minimum SIP Investment is set to 100. Minimum Lumpsum Investment is 5000. If unit beyond 10%, Exit load of 1% if redeemed within 1 year.
The scheme aims to generate capital appreciation by investing in a concentrated portfolio of equity & equity related instruments of upto 30 stocks.
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.