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  • IDFC Equity Opportunity Series 4 fund (PIDCW-A)
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IDFC Equity Opportunity Series 4 fund (PIDCW-A)

EquityDiversified

7.29012814

NAV (Jan 04)

NA
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

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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

7.29012814

NAV (Jan 4)

Fund Returns

Last 1Y
-3.3%
Last 3Y
-10.4%
Last 5Y
NA
Last 10Y
NA
Since Inception
-9.9%
6 Month CAGR
15.2%

Scheme Information

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

Expense Ratio
0
Launched (7y ago)
Dec 29, 2017
AUM in Crores
187.169
ISIN
INF194KA10D6
Lock-in
No Lock-in
Benchmark
S&P BSE 500 India TR INR
SIP Minimum
0
Lumpsum Min.
5000
Standard Deviation (3yr)
27.8
Standard Deviation (5yr)
0
Beta (3yr)
0
Beta (5yr)
0
Sharpe Ratio (3yr)
0
Sharpe Ratio (5yr)
0
YTM
0
Fund Managers

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
IDFC Equity Opportunity Series 4 fund (PIDCW-A)70%5,79,452 -1,53,160-10.4%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 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 2021-01-04

Top Stock Holdings

See all holdings

Comparison with Equity Funds

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

₹ 14,147 cr

₹ 16,756 cr

₹ 21,301 cr

₹ 12,185 cr

₹ 9,977 cr

amc-img

About the AMC

IDFC Asset Management Company Limited

IDFC Asset Management Company Limited manages assets worth 4,441 crores and was set up on 20 December 1999. It's current offering of mutual fund schemes includes 66 debt and 3 equity funds.amc-img
phone-img022-66289999
Fund NameScripbox Opinion
Till Date CAGR

IDFC Equity Opportunity Series 4 fund (PIDCW-A) Review

IDFC Equity Opportunity Series 4 fund (PIDCW-A) is a Diversified Equity fund and has delivered an annualised return of -9.9% over a period of 6 years. The fund is managed by IDFC Asset Management Company Limited. The fund manager’s name is null.

Nav of IDFC Equity Opportunity Series 4 fund (PIDCW-A) as of 1/4/2021 is ₹7.29 with the total AUM as of 3/28/2024 is ₹187.169. With Scripbox you can compare and check the latest nav for all mutual funds in India. IDFC Equity Opportunity Series 4 fund (PIDCW-A) was launched on Dec 29, 2017. The category risk of the fund is Very High Risk.

The minimum SIP amount for IDFC Equity Opportunity Series 4 fund (PIDCW-A) is ₹0 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.

IDFC Equity Opportunity Series 4 fund (PIDCW-A) 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 S&P BSE 500 India TR INR.

IDFC Equity Opportunity Series 4 fund (PIDCW-A) is rated as a 0 fund in Equity and delivered -3.3% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with IDFC Equity Opportunity Series 4 fund (PIDCW-A).

Frequently Asked Questions

What is IDFC Equity Opportunity Series 4 fund (PIDCW-A)?

IDFC Equity Opportunity Series 4 fund (PIDCW-A) is a Diversified Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

How to invest in IDFC Equity Opportunity Series 4 fund (PIDCW-A)?

You can invest in IDFC Equity Opportunity Series 4 fund (PIDCW-A) 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 IDFC Equity Opportunity Series 4 fund (PIDCW-A)?

The minimum sip amount for IDFC Equity Opportunity Series 4 fund (PIDCW-A) is ₹0. You can invest in multiples of ₹5000.

Is IDFC Equity Opportunity Series 4 fund (PIDCW-A) good to invest in?

As per Scripbox experts, IDFC Equity Opportunity Series 4 fund (PIDCW-A) is a Not Reviewed Yet fund. You can investIDFC Equity Opportunity Series 4 fund (PIDCW-A) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the IDFC Equity Opportunity Series 4 fund (PIDCW-A)?

The expense ratio of the IDFC Equity Opportunity Series 4 fund (PIDCW-A) is % for regular plan.