Overview (as on 05 Mar 2021)
NAV
₹15.11
1y returns
37.614%
Fund AUM
₹200 Cr
Expense Ratio
1.13%
Fund Performance
Calculator
Monthly SIP
Lumpsum
I would like to invest
For Time Period
5 years
Total investment
₹0
Pre-Tax
Post-Tax
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns
Asset Allocation
Equity (95.71%)
Debt & Cash (4.29%)
Sector Allocation
Financial Services
27.64%
Health
12.61%
Tech
12.56%
Defensive
12.13%
Basic Materials
11.55%
Consumer
11.26%
Industrials
6.34%
Energy
3.39%
Communication
2.53%
Size Breakup
Large Cap
75.86%
Mid Cap
14.13%
Small Cap
10.01%
Key Metrics
Beta
NA
Std deviation
NA
Sharpe Ratio
NA
Holdings
All
Equity
Debt & Cash
Holding Name
Type
Holding Percentage
INDProtect
Fund Details
Investment Objectives
"The Scheme seeks to generate capital appreciation from a portfolio that is invested in equity and equity related securities of companies across market capitalization that will benefit from growth of the Indian and the global economy and in Debt and Money Market instruments maturing on or before the maturity of the scheme. However, there can be no assurance that the investment objective of the Scheme will be realized."
Scheme Name
IDFC Equity Opportunity Series 6 Direct Dividend Payout
Scheme Document
Exit Load
After 0 Years : 0%
Plan Started
27 July, 2018
Fund Manager
Anoop Bhaskar
Fund House Details
Fund House
IDFC Asset Management Company Limited
Email
NA
Phone
+912224215052
Address
IDFC Asset Management Company Limited,OneIndiaBulls Centre, 841, Jupiter Mills Compound,,Senapati Bapat Marg,,Elphinstone Road (West),
Other Related Plans
| Fund Name | Plan Type | Expense Ratio | 1yr Returns |
|---|---|---|---|
| Direct | 1.13% | 37.61% | |
| Direct | 1.13% | 37.61% | |
| Regular | 2.58% | 36.40% | |
| Regular | 2.58% | 36.40% |
Peer Funds
IDFC Equity Opportunity Series 6 Direct Dividen...
NAV
₹15.11
INDmoney Analysis
Return Score
Average
Risk Score
Good
Fund is in Top 50 percent in its Category
Return score is based upon:
Benchmark out performance
Consistency of returns
Performance efficiency
Fund is in Top 30 percent in its Category
Risk score is based upon:
Return volatility
Risk management
Market sensitivity
Fund Manager
Anoop Bhaskar
leader
Qualifications
B.Com., MBA(Finance)
Work Experience
"Mr. Anoop Bhaskar is the Head - Equity at IDFC Asset management Company Limited. Mr. Bhaskar has an experience spanning over 27 years in the mutual fund industry. He has been associated with IDFC AMC since February 2016. Prior to joining IDFC AMC, he was associated with UTI Asset Management Company Ltd. as Head of Equity, responsible for overall domestic Equity fund management (Apr.2007 u2013 Jan.2016). Prior to that he was associated with Sundaram Asset Management Company Limited as Fund Manager, responsible for Fund Management (Aug.2003 u2013 Mar.2007). He holds a Masters in Business Administration (Finance) and Bacheloru2019s degree in Commerce with honours"
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