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  • IDFC Mutual Funds
  • IDFC Focused Equity Fund (Growth)

Formerly IDFC Imperial Equity Plan A Gr

IDFC Mutual Funds

IDFC Focused Equity Fund (Growth)

EquityFocused

54.26

NAV (Dec 02)

6.5%
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

Neutral

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

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?

Learn more

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

54.26

NAV (Dec 2)

Fund Returns

Last 1Y

1%

Last 3Y

12.9%

Last 5Y

6.5%

Last 10Y

10.6%

Since Inception

10.6%

6 Month CAGR

9.4%

Scheme Information

Investment Objective

The investment objective of the Scheme is seek to generate capital appreciation by investing in a concentrated portfolio of equity and equity related instruments up to 30 companies. There is no assurance or guarantee that the objectives of the scheme will be realized.

Expense Ratio

2.21

Launched (16y ago)

Mar 16, 2006

AUM in Crores

1323.662

ISIN

INF194K01466

Lock-in

No Lock-in

Benchmark

S&P BSE 500 India TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Standard Deviation (3yr)

20.7

Standard Deviation (5yr)

18.6

Beta (3yr)

0.88

Beta (5yr)

0.9

Sharpe Ratio (3yr)

0.478

Sharpe Ratio (5yr)

0.153

YTM

0

Fund Managers

Sumit Agrawal

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 2022-12-02

Top Stock Holdings

hdfc bank ltd

8%
8%

icici bank ltd

7.8%
7.8%

state bank of india

6.2%
6.2%

maruti suzuki india ltd

5.2%
5.2%

infosys ltd

4.8%
4.8%
See all holdings

Allocation by Sector

financial services

32.8%
32.8%

consumer cyclical

18.3%
18.3%

basic materials

12.2%
12.2%

technology

12%
12%

consumer defensive

10.2%
10.2%
See all sectors

Compare IDFC Focused 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

IDFC Asset Management Company Limited

IDFC Asset Management Company Limited manages assets worth 124,459 crores and was set up on 20 December 1999. It's current offering of mutual fund schemes includes 33 equity,204 debt and 27 hybrid funds.

amc-img

  • 022-66289999
  • investormf@idfc.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    5.7%

    7.6%

    26.1%

    16.5%

    23.8%

    18.3%

    -

    -8.6%

    -

    -8.6%

    IDFC Focused Equity Fund (G) Review

    IDFC Focused Equity Fund (G) is a Focused Equity fund and has delivered an annualised return of 10.6% over a period of 16 years. The fund was previously known as IDFC Imperial Equity Plan A Gr. The fund is managed by IDFC Asset Management Company Limited. The fund manager’s name is Sumit Agrawal.

    Nav of IDFC Focused Equity Fund (G) as of 12/2/2022 is ₹54.26 with the total AUM as of 12/4/2022 is ₹1323.662. With Scripbox you can compare and check the latest nav for all mutual funds in India. IDFC Focused Equity Fund (G) was launched on Mar 16, 2006. The category risk of the fund is Very High Risk.

    The minimum SIP amount for IDFC Focused 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.

    IDFC Focused 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 S&P BSE 500 India TR INR.

    IDFC Focused Equity Fund (G) is rated as a 1 fund in Equity and delivered 1% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with IDFC Focused Equity Fund (G).

    Frequently Asked Questions

    What is IDFC Focused Equity Fund (G)?

    IDFC Focused 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 IDFC Focused Equity Fund (G)?

    You can invest in IDFC Focused 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 IDFC Focused Equity Fund (G)?

    The minimum sip amount for IDFC Focused Equity Fund (G) is ₹1000. You can invest in multiples of ₹5000.

    Is IDFC Focused Equity Fund (G) good to invest in?

    As per Scripbox experts, IDFC Focused Equity Fund (G) is a Not Recommended fund. You can investIDFC Focused 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 IDFC Focused Equity Fund (G)?

    The expense ratio of the IDFC Focused Equity Fund (G) is 2.21% for regular plan.