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  • IDFC Focused Equity Fund of Income Distribution cum cptl Wdrl opt (RIDCW-A)

Formerly IDFC Focused Equity Reg DR

IDFC Mutual Funds

IDFC Focused Equity Fund of Income Distribution cum cptl Wdrl opt (RIDCW-A)

EquityDiversified

Top Ranked

16.17

NAV (Oct 13)

14%
5 Year CAGR
Scripbox Opinion

Top Ranked

IDFC Focused Equity Fund of Income Distribution cum cptl Wdrl opt (RIDCW-A) is a good choice within diversified mutual funds.

Scripbox recommends other funds for investment in diversified.

Click here to see our recommendations.

Diversified 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).

Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

Our analysis of this fundLearn how we rate funds ->

Track Record

15 Years. The fund has an Extended history for analysis and the track record is excellent.

Relative Size

1,437 Cr. Medium within the category

Category View

Superior. The category has a superior investment outlook

Consistency Of Performance

Good. The historical performance of the fund has been good

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    Historical growth rate of 12% per annum
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    Recommended Duration > 5 years
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    No Lock-in
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Historical NAV

16.17

NAV (Oct 13)

Fund Returns

Last 1Y
35.5%
Last 3Y
15.4%
Last 5Y
14%
Last 10Y
11.5%
Since Inception
11.3%
6 Month CAGR
22.5%
info-icon-blue

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.

Low

Low to Moderate

Moderate

Moderately High

High

Very High

risk-indicator-arrow.svg

Very High Risk

Expense Ratio
2.17
Launched (15y ago)
Mar 16, 2006
AUM in Crores
1436.028
ISIN
INF194K01482
Lock-in
No Lock-in
Benchmark
S&P BSE 500 India TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Fund Managers
user-avatar

Sumit Agrawal

Fund Manager

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Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 9,65,796 ₹ 2,33,18411.25%
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.

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Build Long Term Wealth

Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

  • Inflation beating returns
    Inflation beating returns
  • Grow Wealth , Retirement , Kid's Education
    Grow Wealth , Retirement , Kid's Education
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    One click investing tracking
comparison

Comparison with Equity Funds

Fund NameScripbox OpinionFund SizeTrack Record

SBI Focused Equity Fund (G)

recommended-badge

₹ 20,371 cr

5

recommended-badge

₹ 5,357 cr

5

recommended-badge

₹ 5,218 cr

5

recommended-badge

₹ 3,953 cr

5

recommended-badge

₹ 3,346 cr

5

amc-icon

About the AMC

IDFC Asset Management Company Limited

IDFC Asset Management Company Limited manages assets worth 128,211 crores and was set up on 20 December 1999. It's current offering of mutual fund schemes includes 33 equity,199 debt and 32 hybrid funds.

amc-img

  • tel-amc-about
    022-66289999
  • mail-amc-about
    investormf@idfc.com
  • Fund NameScripbox Opinion
    Till Date CAGR
    recommended-badge

    6.7%

    7.4%

    top-ranked-badge

    5.3%

    5.7%

    top-ranked-badge

    5.5%

    5.2%

    top-ranked-badge

    5.3%

    5%

    top-ranked-badge

    -0.3%

    4.8%

    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration > 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Grow Wealth , Retirement , Kid's Education
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
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    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual funds

    We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

    What Scripbox recommendations mean?
    Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Sub-asset Class View

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

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    3,600+

    AUM

    2,500+

    Cities

    2012

    Established

    About IDFC Focused Equity Fund of Income Distribution cum cptl Wdrl opt (RIDCW-A)

    About IDFC Focused Equity Fund of Income Distribution cum cptl Wdrl opt (RIDCW-A)

    IDFC Focused Equity Fund of Income Distribution cum cptl Wdrl opt (RIDCW-A) is a Diversified Equity fund and has delivered an annualised return of 11.3% over a period of 15 years. The fund was previously known as IDFC Focused Equity Reg DR . The fund is managed by IDFC Asset Management Company Limited. The fund manager’s name is Sumit Agrawal

    IDFC Focused Equity Fund of Income Distribution cum cptl Wdrl opt (RIDCW-A) 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. . However, there is no assurance that the objective of the scheme will be realized.

    IDFC Focused Equity Fund of Income Distribution cum cptl Wdrl opt (RIDCW-A) NAV,AUM,Risk

    The IDFC Focused Equity Fund of Income Distribution cum cptl Wdrl opt (RIDCW-A) fund was launched on Mar 16, 2006. The NAV (Net Asset Value) of this Diversified Equity fund as of 2021-10-13 is ₹16.17. The total AUM (Asset Under Management) of the fund as of 14/10/2021 is ₹1436.028. The category risk of the IDFC Focused Equity Fund of Income Distribution cum cptl Wdrl opt (RIDCW-A) fund is Very High Risk. The fund charges 2.17 % as expense ratio.

    IDFC Focused Equity Fund of Income Distribution cum cptl Wdrl opt (RIDCW-A) Holdings

    The fund’s highest allocation is towards Equity and has invested 96.8% in this asset class. The top three holdings of the fund are , icici bank ltd , infosys ltd , state bank of india , hdfc bank ltd , reliance industries ltd , bajaj finance ltd , tata consultancy services ltd , axis bank ltd , ultratech cement ltd , triparty repo , maruti suzuki india ltd , bharat forge ltd , larsen & toubro ltd , gland pharma ltd , divi's laboratories ltd , prataap snacks ltd , natco pharma ltd , hindalco industries ltd , 3m india ltd , max healthcare institute ltd ordinary shares , tvs motor co ltd , voltas ltd , bata india ltd , the federal bank ltd , indian railway catering and tourism corp ltd , l&t technology services ltd , hcl technologies ltd , coforge ltd , net receivables/payables , cash margin - derivatives

    IDFC Focused Equity Fund of Income Distribution cum cptl Wdrl opt (RIDCW-A) Sip

    The minimum SIP (Systematic Investment Plan) amount for this 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.

    IDFC Focused Equity Fund of Income Distribution cum cptl Wdrl opt (RIDCW-A) Investment volatility and Horizon

    This fund 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 of Income Distribution cum cptl Wdrl opt (RIDCW-A) Review

    IDFC Focused Equity Fund of Income Distribution cum cptl Wdrl opt (RIDCW-A) has a score of 4 on a scale of 5. The fund scores 5 out of 5 based on historical performance. As compared to the other funds in its category, IDFC Focused Equity Fund of Income Distribution cum cptl Wdrl opt (RIDCW-A) has a score of 3 out of 5 Scipbox has rated this fund 4 out of 5 based on consistency of performance over various years / tenures.

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