IDFC Focused Equity Fund-Direct Plan-Growth

IDFC Focused Equity Fund-Direct Plan-Growth of IDFC Mutual Fund has asset class type as Large-Cap. Oro Wealth rating for the fund is 4.

Basic Details

Riskometer

Moderately High

Expenese Ratio (%)

0.99

Age

NA Years

Fund Manager

Sumit Agrawal

AuM (Rs Crores)

1638.6975

Asset Class

Large-Cap

Net Asset Value:

38.37

Rating

4

Exit Load

0.01

Bench Mark

Nifty 50 TRI

Fund Type

Large Cap

SEBI Category

Focused Fund

Turnover Ratio(Monthly)

1.83 Times

Fund Manager Details:

Sumit Agrawal PGDM (Finance), CFA (USA), ACS, B.COM Mr. Agrawal has joined IDFC AMC in October 216 and will be responsible for investments and equity fund management. Prior experience: - Mirae Asset Mutual Fund. (November 21 - September 216), as Fund Manager - Equities. - Axis Capital (Erstwhile ENAM Securities) (February 28 to November 21) as Vice President - Research Analyst. - JP Morgan India Services Pvt. Ltd. (June 26 to February 28) as Team Leader - Investment Banking. He was also a Research Analyst for Investment Banking. (Total experience - 12 years)

Objective:

To generate long term capital appreciation by investing in a concentrated portfolio of equity & equity related instruments of up to 3 companies.

Top Holdings:

  • Finance (18.65)
  • Banks (9.7)
  • Miscellaneous (8.47)
  • IT - Software (7.48)
  • Pharmaceuticals (5.86)
  • Tobacco Products (5.6)
  • Refineries (5.54)
  • Automobile (5.48)
  • Diamond
  • Gems and Jewellery (5.2)
  • Entertainment (4.71)


  • Top 5 Sector Allocations of the Fund
    Top 5 Company Allocations of the Fund
    Debt Composition