IDFC Focused Equity Fund - Direct (D)

IDFC Focused Equity Fund - Direct (D)

AMC Name: IDFC Mutual Fund

Riskometer

Moderately High

Investment Objective

Bench Mark S&P BSE 500 TRI
Fund Manager Sumit Agrawal
Fund Horizon OPEN
Inception Date 02-Jan-2013
Scheme AUM(CR) ` 1488.92
Minimum SIP/LUMPSUM ` 100/ ` 500
Increment SIP/LUMPSUM ` 1/ ` 1
SIP Dates 10
Entry Load Exit fo all investmens including SIP/Micro SIP/STP shall be 1% of he applicable NAV if redeemed/switchd out within 1 years from the date allotment.
Exit Load Exit fo all investmens including SIP/Micro SIP/STP shall be 1% of he applicable NAV if redeemed/switchd out within 1 years from the date allotment.
Expense Ratio 0.84

Asset Allocation

  • Equity Diversified
  • Gilt Funds
  • Short term debit
  • Liquid funds

Performance

Period Returns BenchMark
1 Month 7.22% 5.12%
3 Month 12.46% 7.95%
6 Month 7.34% 5.94%
1 Year 6.01% 9.55%
3 Year 12.82% 13.25%
5 Year 8.10% 8.68%
Since Inception 10.80% 0.00%

Note:Return for more than 1 year are computed on CAGR basis

Sector Allocation

  • Banks
  • Software
  • Power & Others
  • Pharma
  • Finance
  • Consumer Non Durables
  • Transport
  • Telecommunication Service
  • Construction Projects
  • Non Ferrous Metal
  • Automobiles
  • Chemicals & Others
  • Ferrous Metal
  • Oil & Others
  • Debt
  • Gas & Others
  • Auto Ancillary
  • Services
  • Mineral
  • Pesticides
  • Cash & Others
  • Others