IIFL Focused Equity Fund

Equity | Focused Funds
 | 5
Monthly Amount Invested
Duration
Yr
  • Would Have Become
    --
  • Invested Value
    --
  • Total Gain
    --
  • Returns
    -- per annum
₹1,000 ₹1,000 0.9 % 5★ ₹3,407 8 Years
Min SIP Min Lumpsum Expense Ratio Rating Fund Size (in Cr) Fund Age
₹1,000 ₹1,000 0.9 %
Min SIP Min Lumpsum Expense Ratio
5★ ₹3,407 Cr 8 Years
Rating Fund Size Fund Age

Scheme Objective

The investment objective of the scheme is to generate long term capital appreciation for investors from a portfolio of equity related securities.

Scheme Performance

Returns and Ranks ( as on 30 November 2022 )
1 Year1Y 3 Years3Y 5 Years5Y MaxMax
Trailing Returns 5.9% 22.0% 16.9% 16.5%
Category Average 10.7% 19.3% 13.3% -

Scheme Allocation

Holding
Sector
Asset
ICICI Bank
8.77%
HDFC Bank
7.64%
Infosys
6.28%
TREPS
5.47%
Bharti Airtel
4.93%
Others
66.91%
Banks
27.44%
Finance
6.58%
Automobiles
5.82%
Industrial Products
5.75%
Debt
5.47%
Others
48.93%
Equity
94.86%
Reverse Repos
5.47%
Net Curr Ass/Net Receivables
-0.34%

Fund House Details

IIFL Mutual Fund

IIFL Focused Equity Fund

Fund Manager
Mayur Patel

Exit Load

Exit Load 1.00% - If redeemed/switched out, on or before 12 months from the date of allotment. Nil - If redeemed/switched out after 12 months from the date of allotment.

Advance Ratio

-0 1.09 0.9 -0.01
Alpha SD Beta Sharpe

Risk-O-Meter

Other Funds from the same Fund House

  • IIFL Quant Fund – Direct Growth
    Equity | Sectoral / Thematic Mutual Funds
    11.2%
    -
    -
    1Y
    3Y
    5Y

AMC Contact Details

IIFL Mutual Fund
AUM:
4,690 Cr
Address:
IIFL Centre,6th Floor, Kamala City, Senapati Bapat Marg, Lower Parel, Mumbai - 400013
Contact:
022 - 48765600
Email ID:
service@iiflw.com

Frequently Asked Questions

You can invest in IIFL 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 IIFL 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 IIFL Focused Equity Fund has delivered 16.5% since inception
The NAV of IIFL Focused Equity Fund is ₹34.7 as of 30 November 2022.
The expense ratio of IIFL Focused Equity Fund is 0.9 % as of 30 November 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