|Min SIP Amount||₹100|
|NAV||₹14.46 (14 Jan 2021)|
|Fund Started||16 Mar 2006|
|Fund Size||₹1,449 Cr|
|Bharti Airtel Ltd.||Communication||Equity||9.0%|
|Reliance Industries Ltd.||Energy||Equity||7.9%|
|HDFC Bank Ltd.||Financial||Equity||7.6%|
|Fine Organic Industries Ltd.||Chemicals||Equity||7.5%|
|ICICI Bank Ltd.||Financial||Equity||7.0%|
|Security and Intelligence Services (India) Ltd.||Services||Equity||5.0%|
|State Bank of India||Financial||Equity||4.3%|
IDFC Focused Equity Fund Regular Dividend is a Equity Mutual Fund Scheme launched by IDFC Mutual Fund. This scheme was made available to investors on 16 Mar 2006. Sumit Agrawal is the Current Fund Manager of IDFC Focused Equity Fund Regular Dividend fund.The fund currently has an Asset Under Management(AUM) of ₹1,449 Cr and the Latest NAV as of 14 Jan 2021 is ₹14.46.
The IDFC Focused Equity Fund Regular Dividend 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.