IDFC Focused Equity Fund - Direct Plan - Growth
Equity
Direct
Very High Risk
Focused Fund
NAV: ₹ 60.6 as on 24-11-2021
INDmoney RANK
12
/15
among Focused Fund Category
INDmoney Analysis
Performance
Funds scoring high on Performance parameter are consistent in generating returns, deliver high performance during bull run & have the ability to generate excess returns over benchmark.
35%
Risk Management
Funds scoring high on Risk Management parameter are less volatile, generate higher returns per unit of downside risk taken & generate returns without moving up and down frequently.
45%
Cost
Funds scoring high on Cost parameter have relatively lower expense ratio.
78%
About the Fund
IDFC Focused Equity Fund - Direct Plan - Growth is an equity fund. This fund was started on 1 January, 2013. The fund is managed by Sumit Agrawal. The fund could potentially beat inflation in the long-run.
Key parameters
1) IDFC Focused Equity Fund - Direct Plan - Growth has a NAV of 60.55 as on 29-Nov-2021.
2) IDFC Focused Equity Fund - Direct Plan - Growth has 1437 Cr worth of assets under management (AUM) as on 29-Nov-2021 and is less than category average.
3) The fund has an expense ratio 0.83 %.
Fund Overview
Expense ratio | 0.83% | |
Benchmark | S&P BSE 500 India TR INR | |
AUM | ₹1437 Cr | |
Inception Date | 1 January, 2013 | |
Min Lumpsum/SIP | ₹5000/₹100 | |
Exit Load | 1% | |
Lock In | No Lock-in | |
TurnOver | 139.02% |
Fund Distribution
Size breakup
Large cap
78.77%
Mid cap
18.8%
Micro cap
2.44%
Sector Allocation
| Financial Services | 37.1% |
| Tech | 17% |
| Cyclical | 11.3% |
| Health | 10.6% |
| Basic Materials | 7.7% |
| Industrial | 7.2% |
| Energy | 6.7% |
| Defensive | 2.4% |
Top Holdings
Total Holdings20
Equity Holdings20
Debt Holdings5
Fund Highlights
About the fund
This fund has delivered an average annual returns of 13.3% since inception which is less than its category average return of 19.84%
Fund Allocations
This fund has an allocation of 97.4% in Equity, 0% in Debt and 2.6% in Cash related instruments
AUM size ₹1437 Cr
This fund has AUM of ₹1437 Cr which is less than its category average of ₹ 3333 Cr
Expense Ratio 0.83%
This fund has an expense ratio of 0.83% which is less than its category average expense ratio of 1.6%
Fund Manager
Sumit Agrawal is Bcom, CS, PGDM (Finance)
12 Years experience
Mr Sumit Agrawal is the Vice President u2013 Fund Management at IDFC Asset Management Company Limited. Mr. Agarwal has an experience spanning over 12 years in Finance Industry. He has been associated with IDFC AMC since October 2016. Prior to joining IDFC AMC, he was associated with Mirae Asset Mutual Fund, as Fund Manager u2013 Equities (November 2010 u2013 September 2016). Prior to that he was associated with Axis Capital (Erstwhile ENAM Securities) as Vice President u2013 Research Analyst (February 2008 to November 2010) and prior to the same with JP Morgan India Services Pvt. Ltd. as Team Leader & Research Analyst u2013 Investment Banking (June 2006 to February 2008). He holds Post Graduate Diploma in Management (PGDM) in Finance, Chartered Financial Analyst (USA), Company Secretary affiliated with Institute of Company Secretaries of India and Bachelor Degree in Commerce.
AMC details
Fund House
IDFC Asset Management Company Limited
Email
investormf@idfc.com
Phone
+912266289999
Address
IDFC Asset Management Company Limited,OneIndiaBulls Centre, 841, Jupiter Mills Compound,,Senapati Bapat Marg,,Elphinstone Road (West),
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Frequently Asked Questions
What are the average returns of IDFC Focused Equity Fund - Direct Plan - Growth Fund ?
What is the current NAV of IDFC Focused Equity Fund - Direct Plan - Growth Fund?
How do I invest in IDFC Focused Equity Fund - Direct Plan - Growth Fund?
What is the expense ratio of IDFC Focused Equity Fund - Direct Plan - Growth fund?
What is the worth of total assets under management (AUM) of IDFC Focused Equity Fund - Direct Plan - Growth fund ?
What are the top holdings of IDFC Focused Equity Fund - Direct Plan - Growth Fund?
What are the top sectors IDFC Focused Equity Fund - Direct Plan - Growth Fund has invested in?
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