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  • IDBI Focused 30 Equity Fund (Growth)
IDBI Mutual Funds

IDBI Focused 30 Equity Fund (Growth)

EquityFocused

15.85

NAV (Nov 25)

9.6%
5 Year CAGR
Scripbox Opinion
Not Recommended
Click here for top ranked funds in focused mutual funds.

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).

Our analysis of this fundLearn how we rate funds ->

Fund Size

Poor

The performance of the fund on a Fund Size metric has been Poor

Outperformance Consistency

Poor

The performance of the fund on a Outperformance Consistency metric has been Poor

Scripbox Recommended Equity Funds

Want the equity funds that are right for your long term equity investment needs?

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

15.85

NAV (Nov 25)

Fund Returns

Last 1Y

1.5%

Last 3Y

16%

Last 5Y

9.6%

Last 10Y

NA

Since Inception

9.6%

6 Month CAGR

14.8%

Scheme Information

Investment Objective

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.

Expense Ratio

2.53

Launched (5y ago)

Nov 17, 2017

AUM in Crores

134.917

ISIN

INF397L01KE9

Lock-in

No Lock-in

Benchmark

IISL Nifty 500 TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Standard Deviation (3yr)

20.8

Standard Deviation (5yr)

0

Beta (3yr)

0.9

Beta (5yr)

0

Sharpe Ratio (3yr)

0.595

Sharpe Ratio (5yr)

0

YTM

0

Fund Managers

Alok Ranjan

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 93,3385.00%

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.

Asset allocation and Holdings

Last updated on 2022-11-25

Top Stock Holdings

icici bank ltd

9%
9%

hdfc bank ltd

8.5%
8.5%

reliance industries ltd

7.9%
7.9%

infosys ltd

7.1%
7.1%

tata consultancy services ltd

6.5%
6.5%
See all holdings

Allocation by Sector

financial services

34.4%
34.4%

technology

15.1%
15.1%

consumer cyclical

12.2%
12.2%

industrials

10.1%
10.1%

energy

7.9%
7.9%
See all sectors

Compare IDBI Focused 30 Equity Fund (Growth)

Fund NameFund SizeOutperformance Consistency
DSP Tax Saver Fund (G)
DSP Tax Saver Fund (G)

₹ 10,427 cr

₹ 4,865 cr

₹ 15,580 cr

₹ 10,427 cr

₹ 15,580 cr

About the AMC

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.

amc-img

  • 022-66442800
  • contactus@idbimutual.co.in
  • Fund NameScripbox Opinion
    Till Date CAGR

    4.2%

    7.1%

    17.6%

    14.5%

    17.3%

    14.3%

    3.9%

    4.8%

    4%

    5.4%

    IDBI Focused 30 Equity Fund (G) Review

    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).

    Frequently Asked Questions

    What is IDBI Focused 30 Equity Fund (G)?

    IDBI Focused 30 Equity Fund (G) is a Focused Equity scheme predominantly investing across Equity stocks with an investment objective to generate wealth over the long term.

    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.