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IDFC Equity Opportunity - Series 4 Growth Return

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  • 6M
  • 1Y
  • 3Y
  • 5Y
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Showing Funds Performance since Sep 07, 2020

IDFC Equity Opportunity - Series 4 Growth Fund Overview

Min. investment

SIP ₹0 & Lump. ₹5000

AUM (Fund size)

₹187 Cr

Lock In Period

N/A

Expense Ratio

1.25

Exit Load

Nil

Benchmark

BSE 500 Total Return

Summary

IDFC Equity Opportunity - Series 4 Growth NAV is ₹7.2901 as of 16 May, 2026. IDFC Equity Opportunity - Series 4 Growth has delivered -28.15% returns since its launch. The minimum SIP investment amount in IDFC Equity Opportunity - Series 4 Growth is ₹0. The AUM of IDFC Equity Opportunity - Series 4 Growth is ₹187 Cr. The expense ratio of the fund is 1.25%, and its benchmark is BSE 500 Total Return. The current exit load of the fund is Nil. In the last 1M months, IDFC Equity Opportunity - Series 4 Growth has delivered -4.20% returns.

IDFC Equity Opportunity - Series 4 Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-4.20-0.1413.22
6M15.171.3164.49
1Y-3.314.14137.57
3Y-10.4411.77202.94

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

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
Sundaram Select Micro Cap Series VIII Growth089.53 CR1.41
Aditya Birla Sun Life Resurgent India Fund - Series 2 Growth078.37 CR1.33
IDFC Equity Opportunity - Series 4 Growth0187.17 CR1.25
Sundaram 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

IDFC Equity Opportunity - Series 4 Growth 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.