IDFC Focused Equity Fund Direct Growth-0.05%

3Groww
12.50%
1 Year Return
Equity
Focused
3.0star
6M
1Y
3Y
5Y
All

Fund Details

IDFC Focused Equity Fund Direct Growth

RiskModerately High
Min SIP Amount₹1000
Expense Ratio0.90%
NAV42.84 (22 Jan 2020)
Fund Started01 Jan 2013
Fund Size1,506 Cr

Returns

1Y
3Y*
5Y*
Since inception*
IDFC Focused Equity Fund Direct Growth
12.5%
14.9%
8.1%
11.3%
Category Average
7.7%
11.2%
8.0%
-
Rank within category
26
10
22
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    0
    with 12.5% annual returns

    Comparison

    Data not available
    Pros
    1. 1Y Returns are higher than the benchmark
    Cons
    1. Risk-adjusted returns are lower compared to the category
    2. Risk is higher compared to the benchmark
    3. 3Y Returns are lower than the benchmark
    4. 5Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    HDFC Bank Ltd.FinancialEquity7.8%
    Reliance Industries Ltd.EnergyEquity6.9%
    Fine Organic Industries Ltd.ChemicalsEquity6.1%
    Housing Development Finance Corpn. Ltd.FinancialEquity6.1%
    ICICI Securities Ltd.FinancialEquity5.4%
    ICICI Bank Ltd.FinancialEquity4.9%
    Security and Intelligence Services (India) Ltd.ServicesEquity4.4%
    Bajaj Finance Ltd.FinancialEquity4.2%
    TVS Motor Co. Ltd.AutomobileEquity4.2%
    Infosys Ltd.TechnologyEquity3.9%
    See All

    Other Details

    IDFC Focused Equity Fund Direct Growth is a Equity Mutual Fund Scheme launched by IDFC Mutual Fund. This scheme was introduced to investors on 01 Jan 2013. Sumit Agrawal is the Current Fund Manager of IDFC Focused Equity Fund Direct Growth.The fund currently has an Asset Under Management(AUM) of ₹1,506 Cr and the Latest NAV as of 22 Jan 2020 is ₹42.84.

    The IDFC Focused Equity Fund Direct Growth is rated Moderately High risk. Minimum SIP Investment is 1000. Minimum Lumpsum Investment is 5000. Exit load of 1% if redeemed within 1 year. Same for SIP..

    Investment Objective

    The investment objective of the Scheme is to seek to generate capital appreciation and/or provide income distribution from a portfolio of predominantly equity and equity related instruments. There is no assurance or guarantee that the objectives of the scheme will be realized.

    Tax Implications

    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.

    Scheme Information Document(SID)

    ₹5000
    Min for First Investment
    ₹1000
    Min for Second Investment
    Exit load of 1% if redeemed within 1 year. Same for SIP.
    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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