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  • IIFL Mutual Funds
  • IIFL Focused Equity Fund of Income Distribution cum Cap Wdrl (PIDCW-A)

Formerly IIFL Focused Equity Reg DP

IIFL Mutual Funds

IIFL Focused Equity Fund of Income Distribution cum Cap Wdrl (PIDCW-A)

EquityDiversified

Top Ranked

26.344

NAV (Jan 24)

19.2%
5 Year CAGR
Scripbox Opinion

Top Ranked

IIFL Focused Equity Fund of Income Distribution cum Cap Wdrl (PIDCW-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

8 Years. The fund has Relatively moderate history for analysis. We recommend funds with longer history.

Relative Size

2,631 Cr. Large 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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Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

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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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    Grow Wealth , Retirement , Kid's Education

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Historical NAV

26.344

NAV (Jan 24)

Fund Returns

Last 1Y

28.1%

Last 3Y

27.7%

Last 5Y

19.2%

Last 10Y

NA

Since Inception

16.3%

6 Month CAGR

7.9%

info-icon-blue

Scheme Information

Investment Objective

The investment objective of the scheme is to generate long term capital appreciation for investors from a portfolio of equity and equity related securities. However,there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.

Expense Ratio

1.98

Launched (8y ago)

Oct 30, 2014

AUM in Crores

2630.415

ISIN

INF579M01886

Lock-in

No Lock-in

Benchmark

S&P BSE 500 India TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Fund Managers
user-avatar

Mayur Patel

Fund Manager

calculator

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.

comparison

Comparison with Equity Funds

Fund NameScripbox OpinionFund SizeTrack Record
SBI Focused Equity Fund (G)

₹ 23,716 cr

5

₹ 5,282 cr

5

₹ 5,841 cr

5

₹ 4,433 cr

5

₹ 3,651 cr

5

amc-icon

About the AMC

IIFL Asset Management Limited

IIFL Asset Management Limited manages assets worth 4,336 crores and was set up on 22 March 2011. It's current offering of mutual fund schemes includes 12 debt and 3 equity funds.

amc-img

  • tel-amc-about
    022-42499000
  • mail-amc-about
    service@iiflmf.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    27.7%

    16.3%

    4%

    6.1%

    3.4%

    4.6%

    3.3%

    4.3%

    27.7%

    16.3%

    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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    IIFL Focused Equity Fund of Income Distribution cum Cap Wdrl (PIDCW-A) Review

    IIFL Focused Equity Fund of Income Distribution cum Cap Wdrl (PIDCW-A) is a Diversified Equity fund and has delivered an annualised return of 16.3% over a period of 7 years. The fund was previously known as IIFL Focused Equity Reg DP. The fund is managed by IIFL Asset Management Limited. The fund manager’s name is Mayur Patel.

    Nav of IIFL Focused Equity Fund of Income Distribution cum Cap Wdrl (PIDCW-A) as of 24/01/2022 is ₹26.34 with the total AUM as of 25/01/2022 is ₹2630.415. With Scripbox you can compare and check the latest nav for all mutual funds in India. IIFL Focused Equity Fund of Income Distribution cum Cap Wdrl (PIDCW-A) was launched on Oct 30, 2014. The category risk of the fund is Very High Risk.

    The minimum SIP amount for IIFL Focused Equity Fund of Income Distribution cum Cap Wdrl (PIDCW-A) 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.

    IIFL Focused Equity Fund of Income Distribution cum Cap Wdrl (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.

    IIFL Focused Equity Fund of Income Distribution cum Cap Wdrl (PIDCW-A) is rated as a 4 fund in Equity and delivered 28.1% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with IIFL Focused Equity Fund of Income Distribution cum Cap Wdrl (PIDCW-A).

    Frequently Asked Questions

    What is IIFL Focused Equity Fund of Income Distribution cum Cap Wdrl (PIDCW-A)?

    How to invest in IIFL Focused Equity Fund of Income Distribution cum Cap Wdrl (PIDCW-A)?

    What is the minimum sip amount of IIFL Focused Equity Fund of Income Distribution cum Cap Wdrl (PIDCW-A)?

    Is IIFL Focused Equity Fund of Income Distribution cum Cap Wdrl (PIDCW-A) good to invest in?

    What is the expense ratio of the IIFL Focused Equity Fund of Income Distribution cum Cap Wdrl (PIDCW-A)?