IDFC Focused Equity Fund - Plan B Growth Return

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Showing Funds Performance since Sep 07, 2020

IDFC Focused Equity Fund - Plan B Growth Fund Overview

Min. investment

SIP ₹1000 & Lump. ₹5000

AUM (Fund size)

₹707 Cr

Lock In Period

N/A

Expense Ratio

3.07

Exit Load

1% of the applicable NAV if redeemed / switched out within 365 days from the date of allotment.

Benchmark

Nifty 50

IDFC Focused Equity Fund - Plan B Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.00-0.587.74
6M0.001.6664.49
1Y0.004.73137.57
3Y0.0014.47202.94

Portfolio Analysis

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About Fund IDFC Focused Equity Fund - Plan B Growth

IDFC Focused Equity Fund - Plan B Growth managed by Bandhan Mutual Fund,is a Equity - Diversifiedscheme with Assets Under Management of ₹707 Crore. The fund benchmarks its performance against the Nifty 50 while maintaining an expense ratio of 3.07. Under the expert guidance of Sumit Agrawal ,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

Sumit Agrawal

Mr. Sumit Agrawal has done B.Com and PGDM in Finance. He has professional experience of more than 9 years and his primary responsibility includes investment Analysis & Fund Management. He has been associated with the AMC as an Investment Analyst since November,2010. He was previously associated with ENAM Securities and JP Morgan India Services as a Research Analyst.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
ICICI Prudential Quant Fund Growth0159 CR2.73
Sundaram Emerging Small Cap - Series III Growth0299 CR1.35
Fund Name1Y3Y
This FundICICI Prudential Quant Fund Growth1.981544.75
This FundSundaram Emerging Small Cap - Series III Growth15.667197.535

IDFC Focused Equity Fund - Plan B Growth FAQs

IDFC Focused Equity Fund - Plan B 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 Focused Equity Fund - Plan B Growth is 3.07. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

IDFC Focused Equity Fund - Plan B Growth’s fund performance is as follows:
  • 1 Month : 0.00%
  • 6 Months : 0.00%
  • 1 Year : 0.00%
  • 3 Years : 0.00%
Returns of IDFC Focused Equity Fund - Plan B Growth are updated daily based on NAV of ₹ as on undefined NaN,NaN. Since inception, the return has been 0.00%.

You can invest in IDFC Focused Equity Fund - Plan B 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 Focused Equity Fund - Plan B Growth is ₹707 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in IDFC Focused Equity Fund - Plan B Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.