Return
- 1M
- 3M
- 6M
- 1Y
- 3Y
- 5Y
This Fund:
Sensex:
BankFD:
Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹0 & Lump. ₹5000
AUM (Fund size)
₹269 Cr
Lock In Period
N/A
Expense Ratio
1.36
Benchmark
BSE 500 Total Return
Exit Load
Nil
Summary
Latest details for IDFC Equity Opportunity - Series 6 Growth include a ₹18.0058 NAV as of Nov 02,2021 and returns since inception of 89.34%. Minimum investments start at SIP ₹0. The IDFC Equity Opportunity - Series 6 Growth AUM is ₹269 Cr, with a lock-in of N/A years, expense ratio of 1.36%, and benchmark BSE 500 Total Return. Exit load is - Nil. In the growth review for 1M Month/Year, the fund recorded 3.90% returns, against a category average of -2.24% and a category best of 7.74%.
Calculate Returns
You would have got
Your Investment Amount
- 1
- 2
- 3
- 4
- 5
Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 3.90 | -2.24 | 7.74 |
| 6M | 23.75 | 1.01 | 64.49 |
| 1Y | 53.37 | 5.68 | 137.57 |
| 3Y | 23.71 | 13.26 | 202.94 |
Portfolio Analysis
- Equity: 95.23%
- Debt: 4.77%
- Others
As on: 2021-09-30
View allocation % by
About Fund
IDFC Equity Opportunity - Series 6 Growth managed by Bandhan Mutual Fund,is a Equity - Diversifiedscheme with Assets Under Management of ₹269 Crore. The fund benchmarks its performance against the BSE 500 Total Return while maintaining an expense ratio of 1.36. 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.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundWhiteOak Capital Mid Cap Fund Growth | 4 | 4694.85 CR | 1.85 |
| This FundKotak India Growth Fund Series 4 Growth | 0 | 132.94 CR | 1.28 |
| This FundIDFC Equity Opportunity - Series 6 Growth | 0 | 268.77 CR | 1.36 |
| This FundSundaram Emerging Small Cap - Series III Growth | 0 | 299.68 CR | 1.35 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundWhiteOak Capital Mid Cap Fund Growth | 16.1091 | 91.6057 |
| This FundKotak India Growth Fund Series 4 Growth | 48.8454 | 93.1673 |
| This FundIDFC Equity Opportunity - Series 6 Growth | 51.9831 | 93.2403 |
| This FundSundaram Emerging Small Cap - Series III Growth | 15.667 | 197.535 |
FAQs
IDFC Equity Opportunity - Series 6 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 6 Growth is 1.36. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
IDFC Equity Opportunity - Series 6 Growth’s fund performance is as follows:
- 1 Month : 3.90%
- 6 Months : 23.75%
- 1 Year : 53.37%
- 3 Years : 23.71%
You can invest in IDFC Equity Opportunity - Series 6 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 6 Growth is ₹269 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in IDFC Equity Opportunity - Series 6 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