Overview (as on 22 Sep 2020)

NAV

₹9.9

1y returns

1.643%

Fund AUM

₹532 Cr

Expense Ratio

0.3%

Fund Performance

Calculator

Monthly SIP
Lumpsum

I would like to invest

 
For Time Period
5 years
Total investment
₹0

Asset Allocation

Sector Allocation
Tech
17.22%
Consumer
15.67%
Basic Materials
14.18%
Financial Services
12.47%
Health
10.73%
Communication
7.95%
Defensive
7.56%
Energy
6.57%
Industrials
6.09%
Utilities
1.56%
Size Breakup
Large Cap
68.84%
Small Cap
18.43%
Mid Cap
12.73%

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 5 Direct Dividend Sweep
Scheme Document
Exit Load

After 0 Years : 0%

Plan Started
16 March, 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 5 Direct Dividen...

NAV

₹9.9

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
    error

    Fund is in Bottom 50 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 – 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
Sumit Agrawal
Sumit Agrawal

Manager

Qualifications
Bcom, CS, PGDM (Finance)
Work Experience
Mr Sumit Agrawal is the Vice President – Fund Management at IDFC Asset Management Company Limited. Mr. Agarwal has an experience spanning over 12 years in Finance Industry. He has been associated with IDFC AMC since October 2016. Prior to joining IDFC AMC, he was associated with Mirae Asset Mutual Fund, as Fund Manager – Equities (November 2010 – September 2016). Prior to that he was associated with Axis Capital (Erstwhile ENAM Securities) as Vice President – Research Analyst (February 2008 to November 2010) and prior to the same with JP Morgan India Services Pvt. Ltd. as Team Leader & Research Analyst – Investment Banking (June 2006 to February 2008). He holds Post Graduate Diploma in Management (PGDM) in Finance, Chartered Financial Analyst (USA), Company Secretary affiliated with Institute of Company Secretaries of India and Bachelor Degree in Commerce.

Finzoom Investment Advisors Private Limited (Brand Name - INDmoney, INDwealth, IND.app, IND.money, INDsave.com) makes no warranties or representations, express or implied, on products and services offered through the platform. It accepts no liability for any damages or losses, however, caused in connection with the use of, or on the reliance of its advisory or related services.

Past performance is not indicative of future returns. Please consider your specific investment requirements, risk tolerance, goal, time frame, risk and reward balance and the cost associated with the investment before choosing a fund, or designing a portfolio that suits your needs. Performance and returns of any investment portfolio can neither be predicted nor guaranteed.

Mutual Fund investments are subject to market risks, read all scheme related documents carefully.

INDmoney, INDwealth, IND.app are brand and product of Finzoom Investment Advisors (P) Limited.

© Finzoom Investment Advisors Private Limited

[SEBI RIA Registration No : INA100012190] [ARN - 151913] [Platform Partner : BSE (Member code-24801)] [CIN - U67190HR2018PTC073294] [GST No : 06AADCF3538Q1Z8]