Overview (as on 15 Mar 2021)



1y returns


Fund AUM

₹702 Cr

Expense Ratio


Fund Performance


Monthly SIP

I would like to invest

For Time Period
5 years
Total investment

Asset Allocation

Sector Allocation
Financial Services
Size Breakup
Large Cap

Key Metrics



Std deviation 


Sharpe Ratio 



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 Regular Transfer of Income Distribution cum capital withdrawal Plan
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
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 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 Top 50 percent in its Category

    Risk score is based upon:

    Return volatility
    Risk management
    Market sensitivity

Fund Managers

Anoop Bhaskar
Anoop Bhaskar


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"
Sumit Agrawal
Sumit Agrawal


Bcom, CS, PGDM (Finance)
Work Experience
"Mr Sumit Agrawal is the Vice President u2013 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 u2013 Equities (November 2010 u2013 September 2016). Prior to that he was associated with Axis Capital (Erstwhile ENAM Securities) as Vice President u2013 Research Analyst (February 2008 to November 2010) and prior to the same with JP Morgan India Services Pvt. Ltd. as Team Leader & Research Analyst u2013 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."

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