Overview (as on 30 Jul 2021)

NAV

₹55.99

1y returns

38.145%

Fund AUM

₹1,428 Cr

Expense Ratio

0.83%

Min SIP

₹100

Min Lumpsum

₹5,000

Fund Performance

Calculator

Monthly SIP
Lumpsum

I would like to invest

 
For Time Period
5 years
Total investment
₹0
Pre-Tax
Post-Tax
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns

Asset Allocation

Sector Allocation
Financial Services
34.30%
Tech
19.75%
Consumer
12.78%
Energy
9.12%
Basic Materials
8.08%
Industrials
5.00%
Defensive
4.52%
Health
4.42%
Communication
2.03%
Size Breakup
Large Cap
82.52%
Mid Cap
15.01%
Small Cap
2.47%

Key Metrics

Beta 

0.0

Std deviation 

18.41%

Sharpe Ratio 

0.0

Holdings

Fund Details

Investment Objectives
The investment objective of the Scheme is seek to generate capital appreciation by investing in a concentrated portfolio of equity and equity related instruments up to 30 companies. There is no assurance or guarantee that the objectives of the scheme will be realized.
Scheme Name
IDFC Focused Equity Fund - Direct Plan - Growth
Scheme Document
Exit Load

For 0 - 365 Days: 1%

After 365 Days : 0%

Plan Started
01 January, 2013
Fund Manager
Sumit Agrawal
Fund House Details
Fund House
IDFC Asset Management Company Limited
Email
investormf@idfc.com
Phone
+912224215052
Address
IDFC Asset Management Company Limited,OneIndiaBulls Centre, 841, Jupiter Mills Compound,,Senapati Bapat Marg,,Elphinstone Road (West),

Other Related Plans

Peer Funds

IDFC Focused Equity Fund - Direct Plan - Growth

NAV

₹55.99

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

Sumit Agrawal
Sumit Agrawal

leader

Qualifications
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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