IIFL Focused Equity Fund Regular Growth

Equity
Focused
Very High Risk
21.16%
3Y annualised
+1.82% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 04 Oct 2022₹29.54
Min. SIP amountNot Supported
Rating5
Fund size₹3,268.74Cr

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-1.6%21.2%15.3%14.6%
Category average-1.2%17.1%11.2%NA
Rank with in category2852NA
Understand terms

Holdings (31)

NameSectorInstrumentAssets
ICICI Bank Ltd.FinancialEquity8.7%
HDFC Bank Ltd.FinancialEquity7.3%
Infosys Ltd.TechnologyEquity6.4%
Larsen & Toubro Ltd.ConstructionEquity4.6%
Bharti Airtel Ltd.CommunicationEquity4.5%
State Bank of IndiaFinancialEquity4.2%
Axis Bank Ltd.FinancialEquity3.9%
Tata Motors Ltd.AutomobileEquity3.2%
Bajaj Finance Ltd.FinancialEquity3.2%
SRF Ltd.DiversifiedEquity3.1%
See All

Expense ratio, exit load and tax

Expense ratio: 1.94%

Inclusive of GST

Exit load

Exit load of 1% if redeemed within 12 months.

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

Mayur Patel
Nov 2019 - Present
View details

Education
Mr. Patel is a Chartered Accountant & CFA
Experience
Prior to joining IIFL Asset Management Limited, he managed equity portfolios of DSP BlackRock Equity Savings Fund and MIP Fund at DSP BlackRock Investment Managers, Spark Capital as Lead Analyst, Tata Motors and CRISIL.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
IIFL Centre-6th Floor,Kamala City, Senapati Bapat Marg,Lower Parel, Mumbai 400013
Phone
022-42499000 / 1800-200-2267
Launch Date
22 Mar 2010
Website
NA
IIFL Mutual Fund
Asset Management Company
Custodian
Citibank NA
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,

Compare funds

IIFL Focused Equity Fund Regular Growth
VS
Add mutual fund to compare
Loading...
ⓒ 2016-2022 Groww. All rights reserved, Built with in India
MOST POPULAR ON GROWWVERSION - 3.3.9
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