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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹0 & Lump. ₹5000
AUM (Fund size)
₹187 Cr
Lock In Period
N/A
Expense Ratio
1.25
Benchmark
BSE 500 Total Return
Exit Load
Nil
Summary
Latest details for IDFC Equity Opportunity - Series 4 Growth include a ₹7.2901 NAV as of Jan 04,2021 and returns since inception of -28.15%. Minimum investments start at SIP ₹0. The IDFC Equity Opportunity - Series 4 Growth AUM is ₹187 Cr, with a lock-in of N/A years, expense ratio of 1.25%, and benchmark BSE 500 Total Return. Exit load is - Nil. In the growth review for 1M Month/Year, the fund recorded 0.00% returns, against a category average of 0.00% and a category best of 0.00%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
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Portfolio Analysis
- Equity:
- Debt:
- Others
As on: 2020-12-31
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About Fund
IDFC Equity Opportunity - Series 4 Growth managed by Bandhan Mutual Fund,is a Equity - Diversifiedscheme with Assets Under Management of ₹187 Crore. The fund benchmarks its performance against the BSE 500 Total Return while maintaining an expense ratio of 1.25. Under the expert guidance of Sachin Relekar ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundSundaram Select Micro Cap Series VIII Growth | 0 | 89.53 CR | 1.41 |
| This FundAditya Birla Sun Life Resurgent India Fund - Series 2 Growth | 0 | 78.37 CR | 1.33 |
| This FundIDFC Equity Opportunity - Series 4 Growth | 0 | 187.17 CR | 1.25 |
| This FundSundaram Emerging Small Cap - Series III Growth | 0 | 299.68 CR | 1.35 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundSundaram Select Micro Cap Series VIII Growth | -11.1425 | -29.1322 |
| This FundAditya Birla Sun Life Resurgent India Fund - Series 2 Growth | -27.8689 | -28.7449 |
| This FundIDFC Equity Opportunity - Series 4 Growth | -3.314 | -28.152 |
| This FundSundaram Emerging Small Cap - Series III Growth | 15.667 | 197.535 |
FAQs
IDFC Equity Opportunity - Series 4 Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.
The expense ratio of IDFC Equity Opportunity - Series 4 Growth is 1.25. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
IDFC Equity Opportunity - Series 4 Growth’s fund performance is as follows:
- 1 Month : %
- 6 Months : %
- 1 Year : %
- 3 Years : %
You can invest in IDFC Equity Opportunity - Series 4 Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.
The fund size (AUM) of IDFC Equity Opportunity - Series 4 Growth is ₹187 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in IDFC Equity Opportunity - Series 4 Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500