Overview (as on 25 Sep 2020)

NAV

₹6.57

1y returns

-14.23%

Fund AUM

₹169 Cr

Expense Ratio

0.22%

Fund Performance

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Monthly SIP
Lumpsum

I would like to invest

 
For Time Period
5 years
Total investment
₹0

Asset Allocation

Sector Allocation
Industrials
55.60%
Basic Materials
22.52%
Utilities
11.51%
Communication
7.79%
Energy
1.56%
Tech
1.02%
Size Breakup
Small Cap
39.86%
Mid Cap
32.10%
Large Cap
28.04%

Key Metrics

Beta 

NA

Std deviation 

NA

Sharpe Ratio 

NA

Top 10 Holdings

Fund Details

Investment Objectives
The primary investment objective of the Scheme is to seek 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 4 Direct Dividend Sweep
Scheme Document
Exit Load

After 0 Years : 0%

Plan Started
29 December, 2017
Fund Manager
Rajendra Mishra
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 4 Direct Dividen...

NAV

₹6.57

INDmoney Analysis

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    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

Rajendra Mishra
Rajendra Mishra

Manager

Work Experience
Mr. Rajendra Mishra is working as Fund Manager at IDFC Asset Management Company Limited, with overall experience of 15+ years (including 12+ years in Equities & Investments). He was earlier part of ‘Proprietary Equity investments’ at IDFC Ltd. before moving to IDFC AMC in April’2011. He has completed his MBA from Indian Institute of Management, Lucknow and Engineering from National Institute of Technology, Jamshedpur.
Viraj Kulkarni
Viraj Kulkarni

Manager

Work Experience
Mr. Viraj Kulkarni is a Manager - Fund Management team at IDFC Asset Management Company Ltd. He is the dedicated fund manager for foreign securities. Mr. Kulkarni has an experience spanning of over 5 years in Finance Industry. He has been associated with IDFC AMC since September 2015. Prior to joining IDFCAMC he was associated with Franklin Templeton Asset Management (India) Pvt. Ltd. (May 2014 – Sept.2015). Prior to that he was associated with Goldman Sachs Services India (June 2010 – May 2012) as an Analyst for Wealth Management Technology Mr. Kulkarni holds holds a degree Bachelor’s degree of Technology(Electronics) and a Post Graduate Diploma in Management (Finance) and is a CFA.

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