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  • IIFL Mutual Funds
  • IIFL Focused Equity Fund (PIDCW-A)

Formerly IIFL Focused Equity Reg DP

IIFL Mutual Funds

IIFL Focused Equity Fund (PIDCW-A)

EquityFocused

Top Ranked

22.6917

NAV (Jun 23)

13%
5 Year CAGR
Scripbox Opinion
Top Ranked
IIFL Focused Equity Fund (PIDCW-A) is a good choice within focused mutual funds.

Scripbox recommends other funds for investment in focused.

Click here to see our recommendations.

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).

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

2,812 Cr. Large within the category

Category View

Superior. The category has a superior investment outlook

Consistency Of Performance

Consistently Good. The fund has performed well consistently over a period of time

Invest in this fund

Scripbox Recommended Equity Funds

Want the focused 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

22.6917

NAV (Jun 23)

Fund Returns

Last 1Y

-2.5%

Last 3Y

15.3%

Last 5Y

13%

Last 10Y

NA

Since Inception

12.9%

6 Month CAGR

-15.2%

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

1.96

Launched (8y ago)

Oct 30, 2014

AUM in Crores

2811.480

ISIN

INF579M01886

Lock-in

No Lock-in

Benchmark

S&P BSE 500 India TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Fund Managers

Mayur Patel

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 2022-06-23

Top Stock Holdings

treps

8.5%
8.5%

icici bank ltd

8.2%
8.2%

hdfc bank ltd

7.1%
7.1%

infosys ltd

5.9%
5.9%

bharti airtel ltd

4.7%
4.7%
See all holdings

Allocation by Sector

financial services

32.4%
32.4%

industrials

11.1%
11.1%

technology

9.9%
9.9%

consumer cyclical

9.5%
9.5%

basic materials

6.5%
6.5%
See all sectors

Comparison with Equity Funds

Fund NameScripbox OpinionFund SizeTrack Record
Nippon India Value Fund (G)
Nippon India Value Fund (G)

₹ 4,202 cr

5

₹ 13,023 cr

5

₹ 13,023 cr

5

₹ 4,202 cr

5

₹ 4,202 cr

5

About the AMC

IIFL Asset Management Limited

IIFL Asset Management Limited manages assets worth 4,593 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

  • 022-42499000
  • service@iiflmf.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    15.3%

    12.9%

    15.3%

    12.9%

    15.3%

    12.9%

    6%

    6.6%

    3.7%

    6%

    Investment Calculator

    Investment Duration5 years

    0

    Total Investment

    0

    Wealth Gained

    0

    Total Corpus Created (₹)

    With CAGR of 11.25 % in 5 years

    IIFL Focused Equity Fund (PIDCW-A) Review

    IIFL Focused Equity Fund (PIDCW-A) is a Focused Equity fund and has delivered an annualised return of 12.9% 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 (PIDCW-A) as of 6/23/2022 is ₹22.69 with the total AUM as of 6/24/2022 is ₹2811.48. With Scripbox you can compare and check the latest nav for all mutual funds in India. IIFL Focused Equity Fund (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 (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 (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 (PIDCW-A) is rated as a 4 fund in Equity and delivered -2.5% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with IIFL Focused Equity Fund (PIDCW-A).

    Frequently Asked Questions

    What is IIFL Focused Equity Fund (PIDCW-A)?

    IIFL Focused Equity Fund (PIDCW-A) 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 IIFL Focused Equity Fund (PIDCW-A)?

    You can invest in IIFL Focused Equity 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 IIFL Focused Equity Fund (PIDCW-A)?

    The minimum sip amount for IIFL Focused Equity Fund (PIDCW-A) is ₹1000. You can invest in multiples of ₹5000.

    Is IIFL Focused Equity Fund (PIDCW-A) good to invest in?

    As per Scripbox experts, IIFL Focused Equity Fund (PIDCW-A) is a Top Ranked fund. You can investIIFL Focused Equity 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 IIFL Focused Equity Fund (PIDCW-A)?

    The expense ratio of the IIFL Focused Equity Fund (PIDCW-A) is 1.96% for regular plan.