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IDFC Focused Equity Fund Regular Growth

Equity
Focused
Very High Risk
38.08%
1Y return
+1.25% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 03 Aug 2021₹51.02
Min. SIP Amount₹100
Rating2star
Fund Size₹1,427.63 Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become 0 (0.00%)

Returns and rankings

Category: Equity Focused
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns38.1%8.4%13.2%11.2%
Category average52.1%14.5%14.5%NA
Rank with in category513823NA
Understand termsinfo

Holdings (27)

NameSectorInstrumentAssets
Infosys Ltd.TechnologyEquity9.6%
ICICI Bank Ltd.FinancialEquity9.1%
HDFC Bank Ltd.FinancialEquity7.8%
State Bank of India
FinancialEquity7.2%
Reliance Industries Ltd.EnergyEquity6.5%
Tata Consultancy Services Ltd.TechnologyEquity5.5%
Axis Bank Ltd.FinancialEquity4.6%
The Federal Bank Ltd.FinancialEquity4.0%
Ultratech Cement Ltd.ConstructionEquity3.4%
Larsen & Toubro Ltd.ConstructionEquity2.7%
See All

Pros and cons

Category: Equity Focused

Pros

  • Age is more than 10 years

Cons

  • Higher expense ratio - 2.18%
  • 1Y Returns are lower than the category average returns
  • 3Y Returns are lower than the category average returns
  • 10Y Returns are lower than the category average returns
  • 5Y Returns are lower than the category average returns

Expense ratio, exit load and tax

Expense ratio: 2.18%

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 termsinfo

Minimum investment amounts

Min. for 1st investment₹5,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹100

Fund management

Sumit Agrawal
Oct 2016 - Present
View Details
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Fund house & investment objective

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Fund house contact details

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