Fund Insights
In the last 1 year, HDFC Focused 30 Fund -Direct Plan - Growth Option has given 17.2% return, outperforming this fund by 22.28%
In the last 3 years, ICICI Prudential Focused Equity Fund Direct Plan Growth has given 21.39% return, outperforming this fund by 11.37%
In the last 5 years, IIFL Focused Equity Fund Direct Growth has given 16.06% return, outperforming this fund by 10.3%
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.
1) IDFC Focused Equity Fund - Direct Plan - Growth has a NAV of ₹57.211 as on 27-01-2023.
2) IDFC Focused Equity Fund - Direct Plan - Growth has ₹1257 Cr worth of assets under management (AUM) as on 30-11-2022 and is less than category average.
3) The fund has an expense ratio 0.88 %.
Expense ratio | 0.88% |
Benchmark | S&P BSE 500 India TR INR |
AUM | ₹1257 Cr |
Inception Date | 1 January, 2013 |
Min Lumpsum/SIP | ₹1000/₹100 |
Exit Load | 1% |
Lock In | No Lock-in |
TurnOver | 75.59% |
IDFC Focused Equity Fund - Direct Plan - Growth | Absolute Returns | CAGR Returns |
1 Month Returns | 0.29% | 0.29% |
6 Month Returns | 0.34% | 0.34% |
1 Year Returns | -5.09% | -5.09% |
3 Years Returns | 33.2% | 10.03% |
5 Years Returns | 32.28% | 5.75% |
Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
IDFC Focused Equity Fund - Direct Plan - Growth | -8.55 | -3.38 | -4 |
Fund Name | Beta 1 Year | Beta 3 Years | Beta 5 Years |
IDFC Focused Equity Fund - Direct Plan - Growth | 0.88 | 0.88 | 0.9 |
Fund Name | Sharpe Ratio 1 Year | Sharpe Ratio 3 Years | Sharpe Ratio 5 Years |
IDFC Focused Equity Fund - Direct Plan - Growth | -0.52 | 0.46 | 0.18 |
Fund Name | Standard Deviation 1 Year | Standard Deviation 3 Years | Standard Deviation 5 Years |
IDFC Focused Equity Fund - Direct Plan - Growth | 14.85 | 20.94 | 18.75 |
Mutual Fund execution provided by
Technology facilitation Services provided by Finzoom Investment Advisors Pvt. Ltd. - Advisory unit. SEBI Registered Investment Advisor: INA100012190 | BASL Registration No. 1154 | BSE StarMF Platform code: 24801
Disclaimer: Mutual Fund investments are subject to market risks, read all scheme related documents carefully. Past performance is not indicative of future returns.