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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹0 & Lump. ₹5000

AUM (Fund size)

₹702 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 5 Growth include a ₹12.4766 NAV as of Mar 15,2021 and returns since inception of --%. Minimum investments start at SIP ₹0. The IDFC Equity Opportunity - Series 5 Growth AUM is ₹702 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 -1.45% returns, against a category average of 0.96% and a category best of 18.97%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-1.450.9618.97
6M27.701.2264.49
1Y41.944.42137.57
3Y0.0012.93202.94

Portfolio Analysis

  • Equity: 29.23%
  • Debt: 70.77%
  • Others
As on: 2021-02-28
View allocation % by

1. HDFC Bank Limited3.71%
2. ICICI Bank Limited3.62%
3. State Bank of India2.59%

1. Infosys Limited3.06%
2. Tech Mahindra Limited1.79%
3. HCL Technologies Limited1.21%

1. Mahindra & Mahindra Limited2.26%
2. Maruti Suzuki India Limited1.23%

1. Bharti Airtel Limited2.56%

1. Divi's Laboratories Limited0.89%
2. Cipla Limited0.77%
3. Dr. Reddy's Laboratories Limited0.74%

1. Larsen & Toubro Limited1.70%

1. ITC Limited1.70%

1. Reliance Industries Limited1.40%

About Fund

IDFC Equity Opportunity - Series 5 Growth managed by Bandhan Mutual Fund,is a Equity - Diversifiedscheme with Assets Under Management of ₹702 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 Anoop Bhaskar ,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.

Fund Managers

Anoop Bhaskar

Mr. Anoop is a B.Com graduate from the Delhi University and a MBA (Finance) from SIBM, Pune. He has over 26 years of experience in the Finance & Research. He will be responsible for overall equity fund management. Prior to joining IDFC AMC he has worked with UTI Asset Management Company Ltd. (Apr.2007 - Jan. 2016). Head - Equity, responsible for overall domestic Equity fund management. Sundaram Asset Management Company Limited (Aug. 2003 - Mar. 2007). Fund Manager, responsible for Fund Management.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
This FundIDFC Equity Opportunity - Series 5 Growth0701.54 CR1.25
This FundSundaram Emerging Small Cap - Series III Growth0299.68 CR1.35
Fund Name1Y3Y
This FundIDFC Equity Opportunity - Series 5 Growth41.94110
This FundSundaram Emerging Small Cap - Series III Growth15.667197.535

FAQs

IDFC Equity Opportunity - Series 5 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 5 Growth is 1.25. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

IDFC Equity Opportunity - Series 5 Growth’s fund performance is as follows:
  • 1 Month : -1.45%
  • 6 Months : 27.70%
  • 1 Year : 41.94%
  • 3 Years : 0.00%
Returns of IDFC Equity Opportunity - Series 5 Growth are updated daily based on NAV of ₹ 12.4766 as on Mar 15,2021. Since inception, the return has been 0.00%.

You can invest in IDFC Equity Opportunity - Series 5 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 5 Growth is ₹702 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in IDFC Equity Opportunity - Series 5 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