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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 (D) 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 -3.1 4.48 1.9 16.75 10.81 9.14
Category Rank 7/10 6/10 7/10 5/10 3/10 10/10
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
SBI Multicap Fund (IDCW) 10.4300 -0.94 0.00 0.00 0.00 12,146.79 1.84 5,000.00 invest
SBI Multicap Fund (G) 10.4289 -0.94 0.00 0.00 0.00 12,146.79 1.84 5,000.00 invest
Kotak India Growth Fund Series IV - Regular (G) 19.5080 -1.72 1.50 26.02 0.00 94.18 1.28 5,000.00 invest
Kotak India Growth Fund Series IV - Regular (IDCW) 19.5080 -1.72 1.49 26.02 0.00 94.18 1.28 5,000.00 invest
ICICI Pru Multicap Fund - (IDCW) 23.6300 -94.81 3.53 14.32 9.27 7,037.40 1.95 5,000.00 invest

Asset Allocation

Val (Cr.) Allocation (%)

Top sectors

AUM in Cr.

latest news

IDFC Mutual Fund Announces Appointment of Fund Manager and Key Personnel

IDFC Mutual Fund has announced that Mr. Manish Gunwani has been appointed a...

Jan 28, 2023 11:18

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

IDFC Mutual Fund has announced 30 January 2023 as the record date for decla...

Jan 25, 2023 10:19

IDFC MF Announces change in scheme name under two schemes

IDFC Mutual Fund has announced change in scheme name under the following sc...

Jan 13, 2023 09:39

IDFC Mutual Fund Announces Opening of New Branch Office

IDFC Mutual Fund announced that the new branch office of IDFC Asset Managem...

Jan 02, 2023 11:07

IDFC Mutual Fund Announces Appointment of Key Personnel

IDFC Mutual Fund has announced that Mr. Sreejith Balasubramanian has been a...

Dec 26, 2022 16:05

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

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

Dec 24, 2022 11:42

SCHEME DETAILS

AMC Name : IDFC MUTUAL FUND
Fund Name : IDFC Equity Opportunity - Series 4 (D)
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