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IDFC Focused Equity Fund

An open ended equity scheme investing in maximum 30 stocks with multi cap focus

EquityInception Date:16/03/2006
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A concentrated portfolio of up to 30 stocks with the flexibility to invest across sectors and across market cap. Portfolio focuses on scalable businesses, superior quality business with good quality of management.

  • Min Investment 5,000
  • Min SIP Amount 100
  • Exit Load

    a) If redeemed/switched out within 365 days from the date of allotment:
    ->Upto 10% of investment:Nil,
    ->For remaining investment: 1% of applicable NAV.
    b) If redeemed / switched out after 365 days from date of allotment: Nil. (w.e.f. May 08, 2020)

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Annualised Returns(as on 31st May, 2022)1.89%1yr9.57%3yr8.24%5yr
NAV 45.8000 as on 17/06/20221 Day Change: -0.28(-0.61%)

Scheme is suitable for a minimum investment horizon of more than 3 years

Tier 1 Benchmark : S&P BSE 500 TRIAlternate Benchmark : Nifty 50 TRI

Performance as on 31st May 2022

Scheme NamesCAGR Returns (%)Current value of Investment of 10,000
1 year3 year5 year10 year16/03/2006 Since inception1 year3 year5 year10 year16/03/2006 Since inception
IDFC Focused Equity Fund - Regular Plan - Growth1.899.578.2411.3810.3610,18913,16014,86029,39149,480
8.3014.6512.6815.15N.A.10,83015,07718,16941,026N.A.
7.9013.0312.9714.3313.1210,79014,44718,40338,17878,238
^ Tier 1 Benchmark   |   ^^ Alternate Benchmark   |   ^^^ Tier 2 Benchmark

This fund is managed by Sumit Agrawal (w.e.f 20/10/2016)

View fund performance of other funds managed by Sumit Agrawal

Past performance may or may not be sustained in future.
Regular and Direct Plans have different expense structure. Direct Plan shall have a lower expense ratio excluding distribution expenses, commission expenses etc.

Taxation:

For taxation, please refer the link :  https://bit.ly/3a5CcbE

IDFC Focused Equity Fund

(Scheme Risk-o-meter)

Investors understand that their principal will be at Very High Risk.

S&P BSE 500 TRI

(Tier 1 Benchmark Risk-o-meter)

This product is suitable for investors who are seeking* :

  • To create wealth over long term.
  • Investment in a concentrated portfolio of equity and equity related instruments of up to 30 companies

*Investors should consult their financial advisers if in doubt about whether the product is suitable for them.