IDFC Focused Equity Fund

Equity | Focused Funds
 | 2
Monthly Amount Invested
Duration
Yr
  • Would Have Become
    --
  • Invested Value
    --
  • Total Gain
    --
  • Returns
    -- per annum
₹ 100 ₹ 5,000 0.86 % 2★ ₹ 1,357 10 Years
Min SIP Min Lumpsum Expense Ratio Rating Fund Size (in Cr) Fund Age
₹ 100 ₹ 5,000 0.86 %
Min SIP Min Lumpsum Expense Ratio
2★ ₹ 1,357 Cr 10 Years
Rating Fund Size Fund Age

Scheme Objective

To generate long term capital appreciation by investing in a concentrated portfolio of equity & equity related instruments of up to 30 companies.

Scheme Performance

Returns and Ranks ( as on 04 October 2022 )
1 Year1Y 3 Years3Y 5 Years5Y MaxMax
Trailing Returns -0.9% 15.2% 8.4% 11.6%
Category Average 0.1% 19.7% 12.9% -

Scheme Allocation

Holding
Sector
Asset
ICICI Bank
8.3%
HDFC Bank
6.31%
St Bk of India
5.58%
Maruti Suzuki
4.82%
Reliance Industr
4.69%
Others
70.3%
Banks
23.37%
Automobiles
7.96%
Finance
6.75%
Petroleum Products
4.55%
Consumer Durables
4.47%
Others
52.9%
Equity
95.55%
Reverse Repos
4.3%
Derivatives
0.15%
Cash & Cash Equivalents
0.03%
Cash & Current Asset
0.02%

Fund House and Investment Objective

IDFC Mutual Fund

IDFC Focused Equity Fund

Fund Manager
Sumit Agrawal

Exit Load

Exit Load If redeemed/switched out within 365 days from the date of allotment: Upto 10% of investment: Nil, For remaining investment: 1% of applicable NAV. If redeemed / switched out after 365 days from date of allotment: Nil.

Advance Ratio

0 1.1 0.9 0
Alpha SD Beta Sharpe

Risk-O-Meter

Other Funds from the same Fund House

AMC Contact Details

IDFC Mutual Fund
AUM:
1,17,110 Cr
Address:
6th Flr,841 One World Center,Jupiter mill,Senapati Bapat Marg, Elphinstone Road(West), Mumbai-400013
Contact:
022-66289999
Email ID:
investormf@idfc.com

Frequently Asked Questions

You can invest in IDFC Focused Equity Fund in a quick and simple process. Follow the below steps;
  • Login to your 5paisa account, Go to the Mutual Funds section.
  • Search for IDFC Focused Equity Fund in the search box.
  • Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"
The IDFC Focused Equity Fund has delivered 11.6% since inception
The NAV of IDFC Focused Equity Fund is ₹60.1 as of 04 October 2022.
The expense ratio of IDFC Focused Equity Fund is 0.86 % as of 04 October 2022.
You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.
Invest Now