Overview (as on 28 Oct 2020)

NAV

₹10.76

1y returns

4.219%

Fund AUM

₹151 Cr

Expense Ratio

1.58%

Min SIP

₹500

Min Lumpsum

₹5,000

Fund Performance

Calculator

Monthly SIP
Lumpsum

I would like to invest

 
For Time Period
5 years
Total investment
₹0
Pre-Tax
Post-Tax

Asset Allocation

Sector Allocation
Financial Services
38.35%
Tech
12.56%
Energy
10.02%
Consumer
8.89%
Basic Materials
8.87%
Defensive
7.96%
Health
6.34%
Industrials
4.30%
Communication
2.71%
Size Breakup
Large Cap
93.41%
Mid Cap
5.77%
Small Cap
0.83%

Key Metrics

Beta 

NA

Std deviation 

NA

Sharpe Ratio 

NA

Top 10 Holdings

Fund Details

Investment Objectives
"The investment objective of the Scheme is to provide long term capital appreciation by investing in concentrated portfolio of large cap focused equity and equity related instruments of up to 30 companies and balance in debt and money market Instruments. However there can be no assurance that the investment objective of the Scheme will be realized."
Scheme Name
IDBI Focused 30 Equity Fund Direct Dividend Payout
Scheme Document
Exit Load

For 0 - 12 Months: 1%

After 12 Months : 0%

Plan Started
17 November, 2017
Fund Manager
Uma Venkatraman
Fund House Details
Fund House
IDBI Asset Management Limited
Email
NA
Phone
+912266442802
Address
IDBI Asset Management Ltd.,5th floor, Mafatlal Centre,,Nariman Point,

Other Related Plans

Peer Funds

IDBI Focused 30 Equity Fund Direct Dividend Payout

NAV

₹10.76

INDmoney Analysis

    error

    Fund is in Bottom 50 percent in its Category

    Return score is based upon:

    Benchmark out performance
    Consistency of returns
    Performance efficiency
    error

    Fund is in Bottom 50 percent in its Category

    Risk score is based upon:

    Return volatility
    Risk management
    Market sensitivity

Fund Managers

Uma Venkatraman
Uma Venkatraman

Manager

Work Experience
"null"
Uma Venkatraman
Uma Venkatraman

leader

Work Experience
"null"

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