- Mutual Funds
- IDFC Equity Opportunity Series 5 fund (PIDCW-A)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 12.47662195
NAV (Mar 15)
Fund Returns
Last 1Y | 41.9% |
Last 3Y | NA |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 7.7% |
6 Month CAGR | 27.7% |
Scheme Information
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 (6y ago) | Mar 16, 2018 |
AUM in Crores | 701.543 |
ISIN | INF194KA16D3 |
Lock-in | No Lock-in |
Benchmark | S&P BSE 500 India TR INR |
SIP Minimum | 0 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 0 |
Standard Deviation (5yr) | 0 |
Beta (3yr) | 0 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 0 |
Sharpe Ratio (5yr) | 0 |
YTM | 0 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| IDFC Equity Opportunity Series 5 fund (PIDCW-A) | 22,97,213 | 15,64,601 | 41.9% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
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
Top Stock Holdings
Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 17,313 cr | ||
₹ 14,075 cr | ||
₹ 21,475 cr | ||
₹ 53,505 cr | ||
₹ 41,281 cr |
About the AMC
IDFC Asset Management Company Limited
| Fund Name | Scripbox Opinion | Till Date CAGR |
|---|
IDFC Equity Opportunity Series 5 fund (PIDCW-A) Review
IDFC Equity Opportunity Series 5 fund (PIDCW-A) is a Multi Cap Equity fund and has delivered an annualised return of 7.7% 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 5 fund (PIDCW-A) as of 3/15/2021 is ₹12.48 with the total AUM as of 4/24/2024 is ₹701.543. With Scripbox you can compare and check the latest nav for all mutual funds in India. IDFC Equity Opportunity Series 5 fund (PIDCW-A) was launched on Mar 16, 2018. The category risk of the fund is Moderate Risk.
The minimum SIP amount for IDFC Equity Opportunity Series 5 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 5 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 5 fund (PIDCW-A) is rated as a 0 fund in Equity and delivered 41.9% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with IDFC Equity Opportunity Series 5 fund (PIDCW-A).
Frequently Asked Questions
What is IDFC Equity Opportunity Series 5 fund (PIDCW-A)?
How to invest in IDFC Equity Opportunity Series 5 fund (PIDCW-A)?
You can invest in IDFC Equity Opportunity Series 5 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 5 fund (PIDCW-A)?
The minimum sip amount for IDFC Equity Opportunity Series 5 fund (PIDCW-A) is ₹0. You can invest in multiples of ₹5000.
Is IDFC Equity Opportunity Series 5 fund (PIDCW-A) good to invest in?
As per Scripbox experts, IDFC Equity Opportunity Series 5 fund (PIDCW-A) is a Not Reviewed Yet fund. You can investIDFC Equity Opportunity Series 5 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 5 fund (PIDCW-A)?
The expense ratio of the IDFC Equity Opportunity Series 5 fund (PIDCW-A) is % for regular plan.