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IDFC Focused Equity Fund-Regular Plan-Dividend

Category: Equity: Focused
Launch Date: 16-03-2006
Asset Class: Equity
Benchmark: Nifty 50 TRI
Expense Ratio: 2.17% As on (31-10-2018)
Status: Open Ended Schemes(Equity Scheme - Focussed Fund) for subscription
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 1,620.69 Cr As on (30-11-2018)
Turn over: 98%
NAV as on 17-12-2018

11.79

0.04 (0.3393%)

CAGR Since Inception

10.0%

Nifty 50 TRI 13.61%

PERFORMANCE of IDFC Focused Equity Fund-Regular Plan-Dividend

Scheme Performance (%)

Data as on - 17-12-2018

Yearly Performance (%)

Fund Managers

Mr. Sumit Agrawal

Mr.Agrawal is a B.Com, ACS, CFA (USA)and PGDM (Finance). Prior to joining IDFC AMC he was associated with Mirae Asset Mutual Fund (Nov 2010-Sep 2016) as Fund Manager-Equities, Axis Capital (erstwhile ENAM Securities) (Feb 2008-Nov 2010) as VP-Research Analyst and JP Morgan India Services Pvt. Ltd. (Jun 2006-Feb 2008) as TL-Investment Banking.

Investment 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.

RETURNS CALCULATOR for IDFC Focused Equity Fund-Regular Plan-Dividend

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

riskometer

Key Performance and Risk Statistics of IDFC Focused Equity Fund-Regular Plan-Dividend

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
IDFC Focused Equity Fund-Regular Plan-Dividend 14.01 0.72 11.11 1.11 - -
Equity: Focused - - - - - -

PEER COMPARISION of IDFC Focused Equity Fund-Regular Plan-Dividend

Period
Data as on - 17-12-2018
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
IDFC Focused Equity Fund-Regular Plan-Dividend 16-03-2006 -11.69 14.88 10.5 11.04 12.22
Sundaram Select Focus-Inst Growth 15-04-2008 5.21 19.8 13.04 14.12 13.95
Axis Focused 25 Fund - Growth Option 29-06-2012 3.84 21.35 15.86 17.57 0.0
Sundaram Select Focus-Growth 30-07-2002 3.42 18.28 12.01 13.32 12.64
Principal Focused Multicap Fund-Growth Option 11-11-2005 1.67 14.11 11.17 15.1 17.94
ICICI Prudential Focused Equity Fund - Growth 28-05-2009 -1.55 9.35 9.98 12.21 0.0
SBI FOCUSED EQUITY FUND - REGULAR PLAN -GROWTH 11-10-2004 -1.95 14.86 12.55 19.01 23.95
Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option 13-05-2013 -2.26 12.65 9.88 15.43 0.0
Aditya Birla Sun Life Focused Equity Fund -Growth Option 05-10-2005 -2.83 11.85 10.35 15.35 16.95
DSP Focus Fund - Regular Plan - Growth 10-06-2010 -3.0 10.37 8.95 15.38 0.0

PORTFOLIO ANALYSIS of IDFC Focused Equity Fund-Regular Plan-Dividend

Asset Allocation (%)

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