IDFC Focused Equity Fund - Regular Plan - Growth - Latest NAV ₹40.54, Returns, Performance & Portfolio

IDFC Focused Equity Fund - Regular Plan - Growth

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Fund Summarystar

PeriodReturns(per year)
10 Years6.8%
5 Years8.89%
3 Years2.3%
1 Year10.64%
6 Months32.7%
Fund Details
RiskModerately High risk
Fund TypeFocused Fund
Exit Load1% for 365 Days

More about this fundstar

Top HoldingsWeightage
Reliance Industries Ltd10.59%
Bharti Airtel Ltd9.43%
Infosys Ltd8.96%
Fine Organic Industries Ltd Ordinary Shares8.71%
Majesco Ltd7.72%
Tata Consultancy Services Ltd6.02%
Mahindra & Mahindra Ltd5.57%
Essel Propack Ltd4.86%
HDFC Bank Ltd4.85%
Security and Intelligence Services (India) Ltd4.65%

About IDFC Focused Equity Fund

IDFC Focused Equity Fund is an open-ended scheme which invests in equity and equity related instruments of maximum 30 companies across market capitalisation. It strives to deliver capital appreciation over a long-term investment horizon. The fund may invest up to 35% in debts & money market instrument.

Pros & Cons of IDFC Focused Equity Fund

IDFC Focused Equity Fund offers the following benefits:

  1. The fund primarily invests in growth-oriented companies and businesses that have turn-around potential.
  2. The fund house rebalances the portfolio depending on the changing economic conditions.
  3. This gives investors an opportunity to generate above-average returns in a shorter time span.

Fund Information and Statistics of IDFC Focused Equity Fund

i) Inception / Launch date

IDFC Focused Equity Fund was offered on March 16, 2006, by IDFC Asset Management Company.

ii) Risk level

IDFC Focused Equity Fund is a moderately high-risk bet suitable for investors with long-term investment horizon.

iii) Redemption

Redemption of Units will be done at applicable NAV prices on every business day. Under normal circumstances, your fund house will dispatch the redemption proceeds within 3 business days.

iv) Fund Manager

The fund is managed by Mr Sumit Agarwal since October 20,2016. He is a B. Com, ACS, CFA (USA), and PGDM (Finance).

v) Entry / Exit load

The fund house does not charge any entry load or exit load if redeemed after one year from the date of allotment. However, 1% exit load is charged if redeemed before one year.

Tax benefits of investing in IDFC Focused Equity Fund

The Short-term capital gain tax of 15% is levied if sold before one year from the date of allotment. Long-term capital gains, in excess of Rs 1 Lakh, will be taxed at 10% without indexation if redeemed after one year.

About IDFC Asset Management Company

IDFC Asset Management Company has been operating in India since 2000 and is one of the top fund houses in the country. It is a part of IDFC Ltd group of companies which has business in multiple sectors. It has a robust network that strives to deliver consistent value to investors in India.

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Frequently Asked Questions

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Start your investment

Currently this fund is not available on ClearTax Invest. We request you to checkout other Related funds
Moderately High risk

All investments come with risk. Risk is the volatility or fluctuation in the price (and returns) of the investment. Usually,

  • High Risk = High possible returns
  • Low Risk = Stable, relatively lower returns