IIFL Focused Equity Fund Regular Growth-1.40%

4Groww
-4.26%
1 Year Return
Equity
Large Cap
4.0 star
6M
1Y
3Y
All

Fund Details

IIFL Focused Equity Fund Regular Growth

RiskHigh
Min SIP Amount₹1000
Expense Ratio2.40%
NAV16.37 (08 Jul 2019)
Fund Started29 Oct 2014
Fund Size218 Cr

Returns

1Y
3Y*
5Y*
Since inception*
IIFL Focused Equity Fund Regular Growth
-4.3%
7.7%
NA
9.4%
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
    Estimated Value
    as per Historical Returns
    30
    with -4.3% annual returns

    Comparison

    Data not available
    Pros
    Found nothing so far.
    Cons
    1. Age is less than 5 years
    2. Risk is higher compared to the benchmark
    3. 1Y Returns are lower than the benchmark
    4. 3Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    HDFC Bank Ltd.FinancialEquity9.8%
    Merck Ltd.HealthcareEquity6.5%
    State Bank of IndiaFinancialEquity5.9%
    Infosys Ltd.TechnologyEquity5.8%
    ICICI Bank Ltd.FinancialEquity5.1%
    Tech Mahindra Ltd.TechnologyEquity4.7%
    CESC Ltd.EnergyEquity4.2%
    Larsen & Toubro Infotech Ltd.TechnologyEquity3.8%
    Bajaj Finserv Ltd.FinancialEquity3.4%
    Muthoot Finance Ltd.FinancialEquity3.3%
    See All

    Fund Managers

    addPrashasta Seth
    Education
    Mr. Prashasta Seth has done B.Tech (IIT Kanpur) and PGDM (IIM A).
    Experience
    He has over 14 years of experience in investment management services. Prior to joining IIFL, he was with JP Morgan, London and headed Irevna ( a S&P Financial Research & Analytics Company).
    Funds Managed

    Other Details

    IIFL Focused Equity Fund Regular Growth is a Equity Mutual Fund Scheme launched by IIFL Mutual Fund. This scheme was introduced to investors on 29 Oct 2014. Prashasta Seth is the Current Fund Manager of IIFL Focused Equity Fund Regular Growth.The fund currently has an Asset Under Management(AUM) of ₹218 Cr and the Latest NAV as of 08 Jul 2019 is ₹16.37.

    The IIFL Focused Equity Fund Regular Growth is rated High risk. Minimum SIP Investment is 1000. Minimum Lumpsum Investment is 5000. Exit load of 1% if redeemed within 12 months..

    Investment Objective

    The investment objective of the scheme is to generate long term capital appreciation for investors from a portfolio of equity and equity related securities. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.

    Tax Implications

    Returns are taxed at 15% if sold before 1 year. 10% tax post one year on returns above 1 Lac.

    Scheme Information Document(SID)

    ₹5000
    Min for First Investment
    ₹1000
    Min for Second Investment
    Exit load of 1% if redeemed within 12 months.
    Exit Load

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    About IIFL Mutual Fund

    Address
    IIFL Centre, 6th Floor, Kamala City, Senapati Bapat Marg, Lower Parel, Mumbai - 400 013
    Phone
    022-42499000
    Launch Date
    22 Mar 2011
    Website
    NA
    IIFL Mutual Fund
    Asset Management Company
    Custodian
    Citibank NA
    Registrar & Transfer Agent
    Cams
    Address
    NA
    Website
    NA
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