| Risk | Moderately High |
|---|---|
| Min SIP Amount | ₹100 |
| Expense Ratio | 2.22% |
| NAV | ₹37.11 (31 Jul 2020) |
|---|---|
| Fund Started | 16 Mar 2006 |
| Fund Size | ₹1,264 Cr |
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Bharti Airtel Ltd. | Communication | Equity | 9.1% |
| Reliance Industries Ltd. | Energy | Equity | 8.9% |
| HDFC Bank Ltd. | Financial | Equity | 7.0% |
| Fine Organic Industries Ltd. | Chemicals | Equity | 6.7% |
| ICICI Bank Ltd. | Financial | Equity | 6.0% |
| Mahindra & Mahindra Ltd. | Automobile | Equity | 5.0% |
| Infosys Ltd. | Technology | Equity | 4.6% |
| Housing Development Finance Corpn. Ltd. | Financial | Equity | 4.6% |
| Security and Intelligence Services (India) Ltd. | Services | Equity | 4.2% |
| Tata Consultancy Services Ltd. | Technology | Equity | 3.8% |
IDFC Focused Equity Fund Regular Growth 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 Growth fund.The fund currently has an Asset Under Management(AUM) of ₹1,264 Cr and the Latest NAV as of 31 Jul 2020 is ₹37.11.
The IDFC Focused Equity Fund Regular 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.