| Risk | Moderately High |
|---|---|
| Min SIP Amount | ₹100 |
| Expense Ratio | 0.84% |
| NAV | ₹42.57 (13 Aug 2020) |
|---|---|
| Fund Started | 01 Jan 2013 |
| Fund Size | ₹1,371 Cr |
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Reliance Industries Ltd. | Energy | Equity | 10.0% |
| Bharti Airtel Ltd. | Communication | Equity | 8.3% |
| Infosys Ltd. | Technology | Equity | 7.8% |
| Fine Organic Industries Ltd. | Chemicals | Equity | 7.0% |
| Mahindra & Mahindra Ltd. | Automobile | Equity | 5.6% |
| HDFC Bank Ltd. | Financial | Equity | 5.3% |
| Majesco Ltd. | Technology | Equity | 5.1% |
| Tata Consultancy Services Ltd. | Technology | Equity | 5.1% |
| ICICI Bank Ltd. | Financial | Equity | 4.5% |
| Security and Intelligence Services (India) Ltd. | Services | Equity | 3.7% |
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 ₹1,371 Cr and the Latest NAV as of 13 Aug 2020 is ₹42.57.
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 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.
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.