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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 -1.13% and a category best of 14.18%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M3.90-1.1314.18
6M23.750.9364.49
1Y53.373.76137.57
3Y23.7111.02202.94

Portfolio Analysis

  • Equity: 95.23%
  • Debt: 4.77%
  • Others
As on: 2021-09-30
View allocation % by

1. ICICI Bank Limited7.46%
2. HDFC Bank Limited5.69%
3. State Bank of India4.48%
4. Axis Bank Limited3.30%
5. Bajaj Finance Limited2.84%
6. Kotak Mahindra Bank Limited2.25%
7. SBI Cards and Payment Services Limited1.79%
8. Muthoot Finance Limited1.08%

1. Infosys Limited7.10%
2. HCL Technologies Limited2.80%
3. Tata Consultancy Services Limited2.29%

1. Maruti Suzuki India Limited2.54%
2. Bosch Limited2.20%
3. Ashok Leyland Limited2.06%
4. Bharat Forge Limited1.47%
5. Automotive Axles Limited1.45%

1. Laurus Labs Limited3.40%
2. Divi's Laboratories Limited2.40%
3. Dr. Reddy's Laboratories Limited2.18%

1. Reliance Industries Limited4.51%
2. NOCIL Limited2.30%

1. Radico Khaitan Limited2.88%
2. United Spirits Limited2.34%
3. Asian Paints Limited1.52%

1. Larsen & Toubro Limited4.34%

1. Avenue Supermarts Limited4.05%

1. UltraTech Cement Limited3.28%

1. Bharti Airtel Limited2.32%
2. Bharti Airtel Limited (Rights Shares)0.04%

1. ABB India Limited2.17%

1. Britannia Industries Limited1.54%
2. DFM Foods Limited0.31%

1. 3M India Limited1.53%

1. Astral Limited1.44%

1. Mayur Uniquoters Limited1.25%

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.

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 FundMahindra Manulife Small Cap Fund Growth13820.31 CR1.86
This FundKotak India Growth Fund Series 4 Growth0132.94 CR1.28
This FundIDFC Equity Opportunity - Series 6 Growth0268.77 CR1.36
This FundSundaram Emerging Small Cap - Series III Growth0299.68 CR1.35
Fund Name1Y3Y
This FundMahindra Manulife Small Cap Fund Growth10.585292.9176
This FundKotak India Growth Fund Series 4 Growth48.845493.1673
This FundIDFC Equity Opportunity - Series 6 Growth51.983193.2403
This FundSundaram Emerging Small Cap - Series III Growth15.667197.535

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%
Returns of IDFC Equity Opportunity - Series 6 Growth are updated daily based on NAV of ₹ 18.0058 as on Nov 02,2021. Since inception, the return has been 89.34%.

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