Focused funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).
The performance of the fund on a Fund Size metric has been Poor
The performance of the fund on a Outperformance Consistency metric has been Poor
Want the equity funds that are right for your long term equity investment needs?
NAV (Nov 25)
6 Month CAGR
The investment objective of the Scheme is to provide long term capital appreciation by investing in concentrated portfolio of large cap focused equity and equity related instruments of up to 30 companies and balance in debt and money market instruments. However there can be no assurance that the investment objective of the Scheme will be realized.
Launched (5y ago)
Nov 17, 2017
AUM in Crores
IISL Nifty 500 TR INR
Standard Deviation (3yr)
Standard Deviation (5yr)
Sharpe Ratio (3yr)
Sharpe Ratio (5yr)
with step up of
|Instrument||Returns||Total Corpus||Gains||Annualised %|
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
icici bank ltd9%
hdfc bank ltd8.5%
reliance industries ltd7.9%
tata consultancy services ltd6.5%
|Fund Name||Fund Size||Outperformance Consistency|
₹ 10,427 cr
₹ 4,865 cr
₹ 15,580 cr
₹ 10,427 cr
₹ 15,580 cr
IDBI Asset Management Limited
IDBI Asset Management Limited manages assets worth 3,793 crores and was set up on 25 January 2010. It's current offering of mutual fund schemes includes 40 equity,35 debt and 8 hybrid funds.
|Fund Name||Scripbox Opinion||Till Date CAGR|
IDBI Focused 30 Equity Fund (G) is a Focused Equity fund and has delivered an annualised return of 9.6% over a period of 5 years. The fund is managed by IDBI Asset Management Limited. The fund manager’s name is Alok Ranjan.
Nav of IDBI Focused 30 Equity Fund (G) as of 11/25/2022 is ₹15.85 with the total AUM as of 11/26/2022 is ₹134.917. With Scripbox you can compare and check the latest nav for all mutual funds in India. IDBI Focused 30 Equity Fund (G) was launched on Nov 17, 2017. The category risk of the fund is Very High Risk.
The minimum SIP amount for IDBI Focused 30 Equity Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
IDBI Focused 30 Equity Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to IISL Nifty 500 TR INR.
IDBI Focused 30 Equity Fund (G) is rated as a 1 fund in Equity and delivered 1.5% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with IDBI Focused 30 Equity Fund (G).
What is IDBI Focused 30 Equity Fund (G)?
How to invest in IDBI Focused 30 Equity Fund (G)?
You can invest in IDBI Focused 30 Equity Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of IDBI Focused 30 Equity Fund (G)?
The minimum sip amount for IDBI Focused 30 Equity Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is IDBI Focused 30 Equity Fund (G) good to invest in?
As per Scripbox experts, IDBI Focused 30 Equity Fund (G) is a Not Recommended fund. You can investIDBI Focused 30 Equity Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the IDBI Focused 30 Equity Fund (G)?
The expense ratio of the IDBI Focused 30 Equity Fund (G) is 2.53% for regular plan.