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Partner With Us NRI

Jan 04, 2021


Category

Equity

AUM (Cr.)

187.17

Exit Load (%)

0.00

Min Inv Lumpsum

5,000

Expense Ratio

2.40

Sharpe Ratio

0.00

Beta Ratio

0.00

Fund Manager

Sachin Relekar

Inception Date

Dec 29, 2017

Risk Level

Moderately High

Investment Objective

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. Disclaimer: However, there can be no assurance that the investment objective of the Scheme will be realized

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Return Calculator

Investment Type

SIP Lumpsum

Company

Period(Year)

Amount

  • periodic returns
  • Peer Comparison
Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - IDFC Equity Opportunity - Series 4 (G) 0 0 0 0 0 0
Benchmark - S&P BSE 500 6.26 0.22 6.39 3.77 7.66 0
Category Average - BEST EQUITY PERFORMERS 2.08 14.76 9.33 21.05 13.76 12.93
Category Rank 7/9 5/9 5/9 4/9 2/9 9/9
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
Baroda BNP Paribas Multi Cap Fund-Reg (G) 177.4545 0.05 5.36 21.67 12.36 1,715.22 2.27 5,000.00 invest
Quant Active Fund (G) 472.0921 -0.17 15.81 36.12 22.39 3,221.38 1.98 5,000.00 invest
Kotak Multicap Fund (IDCW) RI 10.9590 -0.20 15.48 0.00 0.00 4,302.78 1.85 5,000.00 invest
Kotak Multicap Fund (G) 10.9590 -0.21 15.47 0.00 0.00 4,302.78 1.85 5,000.00 invest
ICICI Pru Multicap Fund - (IDCW) 27.6200 -94.19 11.36 17.71 12.04 7,026.94 1.94 5,000.00 invest

Asset Allocation

Val (Cr.) Allocation (%)

Top sectors

AUM in Cr.

latest news

IDFC Mutual Fund Announces change in AMC & Trustee Name

IDFC Asset Management Company Limited will change to Bandhan Asset Manageme...

Dec 01, 2022 10:41

IDFC Mutual Fund Announces Income Distribution cum Capital Withdrawal (IDCW) under its schemes

IDFC Mutual Fund has announced 29 November 2022 as the record date for decl...

Nov 24, 2022 09:35

IDFC Mutual Fund Announces Appointment of Fund Manager and Key Personnel

IDFC Mutual Fund has announced that Ms. Ritu Modi has been appointed as Vic...

Nov 17, 2022 10:58

IDFC Mutual Fund Announces Income Distribution cum Capital Withdrawal (IDCW) under its schemes

IDFC Mutual Fund has announced 28 October 2022 as the record date for decla...

Oct 27, 2022 12:38

IDFC Transportation and Logistics Fund Floats On

IDFC Mutual Fund has launched a new fund named as IDFC Transportation and L...

Sep 27, 2022 11:52

IDFC Mutual Fund Announces Income Distribution cum Capital Withdrawal (IDCW) under its schemes

IDFC Mutual Fund has announced 29 September 2022 as the record date for dec...

Sep 24, 2022 10:20

SCHEME DETAILS

AMC Name : IDFC MUTUAL FUND
Fund Name : IDFC Equity Opportunity - Series 4 (G)
Contact Persone : Sachin Relekar
Registered Address : 6th Flr,841 One World Center,Jupitermill,Senapati Bapat Marg,Elphinstone Road(West), Mumbai-400013
Telephone No : 022-66289999
Fax No. : 022-24215052
Email : investormf:idfc.com
Website : www.idfcmf.com