Overview (as on 23 Oct 2020)

NAV

₹12.29

1y returns

13.902%

Fund AUM

₹172 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

Asset Allocation

Sector Allocation
Defensive
22.75%
Health
17.65%
Financial Services
15.79%
Basic Materials
12.06%
Tech
11.90%
Consumer
8.91%
Energy
4.72%
Industrials
4.02%
Communication
2.20%
Size Breakup
Large Cap
73.37%
Mid Cap
17.13%
Small Cap
9.51%

Key Metrics

Beta 

NA

Std deviation 

NA

Sharpe Ratio 

NA

Top 10 Holdings

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 Growth
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

Peer Funds

IDFC Equity Opportunity Series 6 Direct Growth

NAV

₹12.29

INDmoney Analysis

    warning

    Fund is in Top 50 percent in its Category

    Return score is based upon:

    Benchmark out performance
    Consistency of returns
    Performance efficiency
    success

    Fund is in Top 30 percent in its Category

    Risk score is based upon:

    Return volatility
    Risk management
    Market sensitivity

Fund Managers

Anoop Bhaskar
Anoop Bhaskar

Manager

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"
Anoop Bhaskar
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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