IDFC Focused Equity Fund - Direct Plan

Scheme Type
Open-ended
Scheme Category
Multi Cap
Benchmark Type
Nifty 50 Index
Scheme AUM (in Crs.)
₹ 1666.95
Expense Ratio
0.99%
Scheme Class
Equity
AMC AUM (in Crs.)
₹ 69483
Min Subscription
₹ 5000
Min Addition Subscription
₹ 1000
Performance
Comparison
Portfolio
Details
Analysis
38.44
(0.52 %)
NAV as on 2018-11-19
Returns
Fund
IDFC Focused Equity Fund - Direct Plan
1 Year
-6.84%
3 Year
13.69%
5 Year
13.91%
AMC Details
amc launch date
Launch Date
13 Mar 2000
amc sponsor
Sponsor
NA
amc email
Email
investormf@idfc.com
amc phone
Phone
022 - 66289999
amc address
Address
OneIndiaBulls Centre, 841 Jupiter Mills Compound, Senapati Bapat Marg, Elphinstone Road West, Mumbai 400013
Tax Implications
Short Term Capital Gain (Holding period < 12months):
17.16% - 17.94%
(15% + Surcharge @ 10%-15% + 4% Health & Education Cess.)
Long Term Capital Gain:
10% without indexation & without foreign currency conversion benefit + Surcharge @10%-15% + 4% Health & Education Cess
Taxation on Dividends:
10%
(Dividend Distribution Tax is paid by the mutual funds and not by investors.)
Risk
Moderately High
Exit Load
Exit load of 1% if redeemed within 1 year. Same for SIP.
Scheme Information Document (SID)
Read mutual fund scheme information document on AMC website to know fund information in detail.
Objective
The scheme aims to invest in well-managed growth companies that are available at reasonable value. Companies would be identified through a systematic process of forecasting earnings.
Suitability
This product is suitable for investors who are seeking
• Create wealth over a long period of time
• Investment predominantly in equity and equity related instruments in the large cap segment
SIP/Lump Sum Calculator
Enter Investment Amount
For how many years?
0.5 Yrs
1,000
Investment per month for 0.5 Years
5,881
Portfolio Value
-119
Total Returns