Overview (as on 30 Sep 2020)

NAV

₹11.52

1y returns

11.953%

Fund AUM

₹168 Cr

Expense Ratio

2.58%

Fund Performance

Calculator

Monthly SIP
Lumpsum

I would like to invest

 
For Time Period
5 years
Total investment
₹0

Asset Allocation

Sector Allocation
Defensive
23.64%
Health
20.82%
Financial Services
18.33%
Basic Materials
12.55%
Consumer
9.23%
Industrials
4.88%
Energy
4.55%
Tech
3.22%
Communication
2.79%
Size Breakup
Large Cap
73.00%
Mid Cap
17.42%
Small Cap
9.58%

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 Regular 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
NA
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 Regular Divide...

NAV

₹11.52

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 Manager

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 – Jan.2016). Prior to that he was associated with Sundaram Asset Management Company Limited as Fund Manager, responsible for Fund Management (Aug.2003 – Mar.2007). He holds a Masters in Business Administration (Finance) and Bachelor’s degree in Commerce with honours

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