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★ ₹1,323 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★ ₹1,323 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 01 December 2022 )
1 Year1Y 3 Years3Y 5 Years5Y MaxMax
Trailing Returns 3.7% 14.0% 7.7% 12.0%
Category Average 10.1% 19.5% 13.6% -

Scheme Allocation

Holding
Sector
Asset
HDFC Bank
8.03%
ICICI Bank
7.77%
St Bk of India
6.19%
Maruti Suzuki
5.19%
Infosys
4.76%
Others
68.06%
Banks
26.12%
Automobiles
9.32%
Finance
6.64%
Petroleum Products
4.16%
Cement
3.44%
Others
50.32%
Equity
98.44%
Reverse Repos
1.67%
Derivatives
0.15%
Cash & Cash Equivalents
0.01%
Cash & Current Asset
0%

Fund House Details

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

-0.01 1.14 0.95 -0.02
Alpha SD Beta Sharpe

Risk-O-Meter

Other Funds from the same Fund House

AMC Contact Details

IDFC Mutual Fund
AUM:
1,20,050 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 12.0% since inception
The NAV of IDFC Focused Equity Fund is ₹61.8 as of 01 December 2022.
The expense ratio of IDFC Focused Equity Fund is 0.86 % as of 01 December 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