IDFC Focused Equity Fund Direct Growth-1.36%

3Groww
-17.77%
1 Year Return
Equity
Focused
3.0 star
6M
1Y
3Y
5Y
All

Fund Details

IDFC Focused Equity Fund Direct Growth

RiskModerately High
Min SIP Amount₹1000
Expense Ratio0.86%
NAV39.18 (08 Jul 2019)
Fund Started31 Dec 2012
Fund Size1,382 Cr

Returns

1Y
3Y*
5Y*
Since inception*
IDFC Focused Equity Fund Direct Growth
-17.8%
7.5%
6.7%
9.0%
Category Average
NA
NA
NA
-
Rank within category
NA
NA
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    30
    with -17.8% annual returns

    Comparison

    Data not available
    Pros
    1. Age is more than 10 years
    2. 1Y Returns are higher than the benchmark
    3. 3Y Returns are higher than the benchmark
    4. 5Y Returns are higher than the benchmark
    Cons
    1. Risk is higher compared to the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    ICICI Bank Ltd. Financial ServicesEquity7.5%
    State Bank of IndiaFinancial ServicesEquity6.0%
    Maruti Suzuki India Ltd.AutomobileEquity5.9%
    Infosys Ltd.ITEquity5.8%
    Reliance Industries Ltd.EnergyEquity5.8%
    ITC Ltd.Consumer GoodsEquity5.7%
    Axis Bank Ltd.Financial ServicesEquity5.4%
    Glaxosmithkline Consumer Healthcare Ltd.Consumer GoodsEquity4.9%
    Sun Pharmaceuticals Industries Ltd.PharmaEquity4.8%
    MRF Ltd.AutomobileEquity4.5%
    See All

    Fund Managers

    addSumit Agrawal
    Education
    Mr.Agrawal is a B.Com, ACS, CFA (USA)and PGDM (Finance).
    Experience
    Prior to joining IDFC AMC he was associated with Mirae Asset Mutual Fund (Nov 2010-Sep 2016) as Fund Manager-Equities, Axis Capital (erstwhile ENAM Securities) (Feb 2008-Nov 2010) as VP-Research Analyst and JP Morgan India Services Pvt. Ltd. (Jun 2006-Feb 2008) as TL-Investment Banking.
    Funds Managed

    Other Details

    IDFC Focused Equity Fund Direct Growth is a Equity Mutual Fund Scheme launched by IDFC Mutual Fund. This scheme was introduced to investors on 31 Dec 2012. Sumit Agrawal is the Current Fund Manager of IDFC Focused Equity Fund Direct Growth.The fund currently has an Asset Under Management(AUM) of ₹1,382 Cr and the Latest NAV as of 08 Jul 2019 is ₹39.18.

    The IDFC Focused Equity Fund Direct Growth is rated Moderately High risk. Minimum SIP Investment is 1000. Minimum Lumpsum Investment is 5000. Exit load of 1% if redeemed within 1 year. Same for SIP..

    Investment Objective

    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.

    Tax Implications

    Scheme Information Document(SID)

    ₹5000
    Min for First Investment
    ₹1000
    Min for Second Investment
    Exit load of 1% if redeemed within 1 year. Same for SIP.
    Exit Load

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    About IDFC Mutual Fund

    Address
    OneIndiaBulls Centre, 841 Jupiter Mills Compound, Senapati Bapat Marg, Elphinstone Road (West), Mumbai 400013
    Phone
    022-66289999
    Launch Date
    12 Mar 2000
    Website
    NA
    IDFC Mutual Fund
    Asset Management Company
    Custodian
    Deutsche Bank
    Registrar & Transfer Agent
    Cams
    Address
    NA
    Website
    NA
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