Overview (as on 09 Apr 2021)

NAV

₹26.0238

1y returns

66.34%

Fund AUM

₹1,544 Cr

Expense Ratio

1.41%

Min SIP

₹1,000

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

Asset Allocation

Sector Allocation
Financial Services
36.51%
Consumer
11.82%
Industrials
10.43%
Tech
9.50%
Health
7.99%
Energy
7.70%
Basic Materials
7.10%
Communication
5.96%
Utilities
2.99%
Size Breakup
Large Cap
72.94%
Mid Cap
19.71%
Small Cap
7.35%

Key Metrics

Beta 

1.04

Std deviation 

20.7%

Sharpe Ratio 

0.72

Holdings

Fund Details

Investment Objectives
"The investment objective of the scheme is to generate long term capital appreciation for investors from a portfolio of equity and equity related securities. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved."
Scheme Name
IIFL Focused Equity Fund Direct Growth
Scheme Document
Exit Load

For 0 - 12 Months: 1%

After 12 Months : 0%

Plan Started
30 October, 2014
Fund Manager
Mayur Patel
Fund House Details
Fund House
IIFL Asset Management Limited
Email
NA
Phone
+912224954310
Address
India Infoline Asset Management Co. Ltd.,IIFL Centre, 3rd Floor Annex, Kamala City,,Senapati Bapat Marg, Lower Parel,

Other Related Plans

Peer Funds

IIFL Focused Equity Fund Direct Growth

NAV

₹26.0238

INDmoney Analysis

    success

    Fund is in Top 20 percent in its Category

    Return score is based upon:

    Benchmark out performance
    Consistency of returns
    Performance efficiency
    warning

    Fund is in Top 50 percent in its Category

    Risk score is based upon:

    Return volatility
    Risk management
    Market sensitivity

Fund Manager

Mayur Patel
Mayur Patel

leader

Work Experience
"null"

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