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  2. IIFL Focused Equity Fund -Regular Plan - Growth

IIFL Focused Equity Fund -Regular Plan - Growth

(Erstwhile IIFL India Growth Fund -Regular Plan - Growth)

Category: Equity: Focused
Launch Date: 30-10-2014
Asset Class: Equity
Benchmark: Nifty 50 TRI
Expense Ratio: 2.51% As on (30-06-2018)
Status: Open Ended Schemes(Equity Scheme - Focussed Fund) for subscription
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 246.11 Cr As on (31-07-2018)
Turn over: 189%
NAV as on 14-08-2018

15.727

0.16 (1.0352%)

CAGR Since Inception

12.31%

Nifty 50 TRI 14.1%

PERFORMANCE of IIFL Focused Equity Fund -Regular Plan - Growth

Scheme Performance (%)

Data as on - 14-08-2018

Yearly Performance (%)

Fund Managers

Mr. Prashasta Seth

Mr. Prashasta Seth has done B.Tech (IIT Kanpur) and PGDM (IIM A). He has over 14 years of experience in investment management services. Prior to joining IIFL, he was with JP Morgan, London and headed Irevna ( a S&P Financial Research & Analytics Company).

Investment Objective

The scheme seeks to generate long term capital appreciation for investors from a portfolio of equity and equity related securities

RETURNS CALCULATOR for IIFL Focused Equity Fund -Regular Plan - Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Period :
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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 IIFL Focused Equity Fund -Regular Plan - Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
IIFL Focused Equity Fund -Regular Plan - Growth - - -1.81 1.03 - -
Equity: Focused - - - - - -

PEER COMPARISION of IIFL Focused Equity Fund -Regular Plan - Growth

Period
Data as on - 14-08-2018
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
IIFL Focused Equity Fund -Regular Plan - Growth 30-10-2014 10.53 12.55 12.18 0.0 0.0
Axis Focused 25 Fund - Growth Option 29-06-2012 23.64 22.52 16.09 21.16 0.0
SBI FOCUSED EQUITY FUND - REGULAR PLAN -GROWTH 11-10-2004 20.44 17.04 13.46 22.47 17.31
Sundaram Select Focus-Inst Growth 15-04-2008 17.87 18.94 12.11 17.11 10.07
Sundaram Select Focus-Growth 30-07-2002 15.9 17.69 11.24 16.37 9.44
ICICI Prudential Focused Equity Fund - Growth 28-05-2009 13.2 11.84 10.14 16.76 0.0
Principal Focused Multicap Fund-Growth Option 11-11-2005 11.46 13.35 10.01 17.76 13.14
IDFC Focused Equity Fund-Regular Plan-Growth 16-03-2006 10.8 19.84 12.81 16.45 11.25
JM Core 11 Fund - Growth option 05-03-2008 10.27 16.0 15.44 23.59 2.43
DSP BlackRock Focus Fund - Regular Plan - Growth 10-06-2010 10.15 12.05 8.68 19.47 0.0

PORTFOLIO ANALYSIS of IIFL Focused Equity Fund -Regular Plan - Growth

Asset Allocation (%)

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