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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 -4.20% returns, against a category average of 1.13% and a category best of 18.97%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-4.201.1318.97
6M15.171.5864.49
1Y-3.314.78137.57
3Y-10.4413.33202.94

Portfolio Analysis

  • Equity:
  • Debt: 100.00%
  • Others
As on: 2020-12-31
View allocation % by

1. Triparty Repo100.10%
2. Money Market Instruments0.00%
3. TREPS / Reverse Repo Instrument0.00%
4. Cash Margin - CCIL0.00%
5. Net Current Assets-0.10%

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.

Fund Managers

Sachin Relekar

Mr. Sachin holds MMS and BE (Mechanical). He has been working with Tata AMC since September 07 as Deputy Fund Manager. Prior the this, he worked with CD Equity Search as Equity Research Analyst and has experience in areas of Management Consultancy, Business Development.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
This FundSundaram Select Micro Cap Series VIII Growth089.53 CR1.41
This FundAditya Birla Sun Life Resurgent India Fund - Series 2 Growth078.37 CR1.33
This FundIDFC Equity Opportunity - Series 4 Growth0187.17 CR1.25
This FundSundaram Emerging Small Cap - Series III Growth0299.68 CR1.35
Fund Name1Y3Y
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 Growth15.667197.535

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 : -4.20%
  • 6 Months : 15.17%
  • 1 Year : -3.31%
  • 3 Years : -10.44%
Returns of IDFC Equity Opportunity - Series 4 Growth are updated daily based on NAV of ₹ 7.2901 as on Jan 04,2021. Since inception, the return has been -28.15%.

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