IDFC Focused Equity Fund Regular IDCW

Equity
Focused
Very High Risk
8.12%
3Y annualised
-1.56% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 27 Jan 2023₹14.03
Min. SIP amountNot Supported
Rating2
Fund size₹1,256.73Cr

Return calculator

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

Returns and rankings

Category: Equity Focused
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns-6.7%8.1%4.0%10.0%
Category average-0.4%12.9%8.7%NA
Rank with in category594334NA
Understand terms

Holdings (29)

NameSectorInstrumentAssets
HDFC Bank Ltd.FinancialEquity9.8%
ICICI Bank Ltd.FinancialEquity9.1%
Infosys Ltd.TechnologyEquity6.3%
State Bank of IndiaFinancialEquity5.7%
Reliance Industries Ltd.EnergyEquity5.5%
Maruti Suzuki India Ltd.AutomobileEquity4.5%
Axis Bank Ltd.FinancialEquity4.0%
Indusind Bank Ltd.FinancialEquity4.0%
TVS Motor Company Ltd.AutomobileEquity3.9%
ITC Ltd.Consumer StaplesEquity3.5%
See All

Expense ratio, exit load and tax

Expense ratio: 2.19%

Inclusive of GST

Exit load

If unit beyond 10%, Exit load of 1% if redeemed within 1 year.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

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.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

Fund management

Sumit Agrawal
Oct 2016 - Present
View details

Fund house & investment objective

Fund house contact details

Address
Unit No. 27, Ground Floor,Khetan Bhavan,198, Jamshedji Tata Road,Churchgate, Mumbai 400020
Phone
022-24398777 / 24399999 / 66289999
Launch Date
20 Dec 1999
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,

Compare funds

IDFC Focused Equity Fund Regular IDCW
VS
Add mutual fund to compare
Loading...
ⓒ 2016-2023 Groww. All rights reserved, Built with in India
MOST POPULAR ON GROWWVERSION - 3.6.9
STOCK MARKET INDICES:  S&P BSE SENSEX |  S&P BSE 100 |  NIFTY 100 |  NIFTY 50 |  NIFTY MIDCAP 100 |  NIFTY BANK |  NIFTY NEXT 50
MUTUAL FUNDS COMPANIES:  ICICI PRUDENTIAL |  HDFC |  NIPPON INDIA |  ADITYA BIRLA SUN LIFE |  SBI |  UTI |  FRANKLIN TEMPLETON |  KOTAK MAHINDRA |  IDFC |  DSP |  AXIS |  TATA |  L&T |  SUNDARAM |  PGIM |  INVESCO |  LIC |  JM FINANCIAL |  BARODA PIONEER |  CANARA ROBECO |  HSBC |  IDBI |  INDIABULLS |  MOTILAL OSWAL |  BNP PARIBAS |  MIRAE ASSET |  PRINCIPAL |  BOI AXA |  UNION KBC |  TAURUS |  EDELWEISS |  NAVI |  MAHINDRA |  QUANTUM |  PPFAS |  IIFL |  Quant |  SHRIRAM |  SAHARA |  ITI