Overview (as on 04 Jan 2021)



1y returns


Fund AUM

₹187 Cr

Expense Ratio


Fund Performance


Monthly SIP

I would like to invest

For Time Period
5 years
Total investment

Asset Allocation

Sector Allocation
Cash Equivalent
Debt Credit Ratings
Not Rated

Key Metrics



Std deviation 


Sharpe Ratio 



  • Holding Name


    Holding Percentage


  • Triparty Repo



  • Net Current Assets



  • Cash Margin - Ccil



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 Regular Transfer of Income Distribution cum capital withdrawal Plan
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
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 Regular Transf...



INDmoney Analysis


    Fund is in Bottom 50 percent in its Category

    Return score is based upon:

    Benchmark out performance
    Consistency of returns
    Performance efficiency

    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


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 u2018Proprietary Equity investmentsu2019 at IDFC Ltd. before moving to IDFC AMC in Aprilu20192011. He has completed his MBA from Indian Institute of Management, Lucknow and Engineering from National Institute of Technology, Jamshedpur."
Viraj Kulkarni
Viraj Kulkarni


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 u2013 Sept.2015). Prior to that he was associated with Goldman Sachs Services India (June 2010 u2013 May 2012) as an Analyst for Wealth Management Technology Mr. Kulkarni holds holds a degree Bacheloru2019s degree of Technology(Electronics) and a Post Graduate Diploma in Management (Finance) and is a CFA."
Sachin Relekar
Sachin Relekar


Work Experience

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