IDFC Focused Equity Fund- Direct Plan

Scheme Type
Open-ended
Scheme Category
Focused Fund
Benchmark Type
Nifty 50 Index
Scheme AUM (in Crs.)
₹ 1570.29
Expense Ratio
0.75%
Scheme Class
Equity
AMC AUM (in Crs.)
₹ 64583
Min Subscription
₹ 5000
Min Addition Subscription
₹ 1000
Performance
Comparison
Portfolio
Details
Analysis
38.02
(-0.16 %)
NAV as on 2019-01-23
Returns
Fund
IDFC Focused Equity Fund- Direct Plan
1 Year
-14.05%
3 Year
15.86%
5 Year
13.08%
AMC Details
amc launch date
Launch Date
13 Mar 2000
amc sponsor
Sponsor
NA
amc email
Email
investor@idfcmf.com
amc phone
Phone
022 - 66289999
amc address
Address
OneIndiaBulls Centre, 841,,Jupiter Mills Compound, Senapati Bapat Marg,,Elphinstone Road (West),, Mumbai - 400 001
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 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.
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
5,759
Portfolio Value
-241
Total Returns