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IDFC Focused Equity Fund - Regular Plan (G)

39.744 0.15 (0.38%)

NAV as on 20 Apr, 2018

CRISIL MF RANK

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MODERATELY HIGH

MODERATELY HIGH

Principal at moderately high risk.

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FUND FAMILY : IDFC Mutual Fund FUND CLASS : Large Cap

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ranking by CRISIL

Very Good performance in the category

The scheme is ranked 1 in Large Cap category by Crisil (for quarter ended Dec 2017) rank unchanged from last quarter. If you are already invested in this scheme, you may continue to stay invested.

View Top ranked funds in this category

Close Name changed to IDFC Focused Equity Fund

Benchmark Index:

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Returns (NAV as on 20 Apr, 2018)

Period	Returns (%)	Rank #
1 mth	4.8	62
3 mth	-3.4	76
6 mth	4.4	55
1 year	25.5	3
2 year	26.2	4
3 year	12.7	14
5 year	16.0	71

# Moneycontrol Rank within 128 Large Cap Schemes.

Absolute Returns (in %)

Year	Qtr 1	Qtr 2	Qtr 3	Qtr 4	Annual
2017	15.2	11.7	7.2	9.1	54.2
2016	-5.0	7.0	6.7	-7.4	1.3
2015	3.5	-2.6	-7.8	-0.1	-4.9
2014	4.3	14.7	4.7	5.1	32.4
2013	-7.5	0.4	-1.7	8.4	1.3

View where it stands within its peers

* Returns over 1 year are Annualised

* Calculation Remark - Dividends are reinvested at the rate of return

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Performance

Fund returns v/s Category average (Large Cap)

* Returns over 1 year are Annualised

	1 mth (%)	3 mth (%)	6 mth (%)	1 yr (%)	2 yr (%)	3 yr (%)	5yr (%)
Fund Returns	4.8	-3.4	4.4	25.5	26.2	12.7	16.0
Category avg	5.0	-3.0	3.7	15.5	17.2	9.0	15.7
Difference of Fund returns and Category returns	-0.2	-0.4	0.7	10.0	9.0	3.7	0.3
Best of category	7.4	1.8	9.6	27.8	28.4	16.7	34.1
Worst of category	1.2	-12.4	-11.1	1.6	10.1	4.8	8.6
Benchmark returns #	4.3	-3.7	3.7	15.6	15.5	7.7	12.6
Difference of Fund returns and Benchmark returns	0.5	0.3	0.7	9.9	10.7	5.0	3.4

IDFC Focused Equity Fund - Regular Plan (G) Review by Crisil - Rating: 5 (Rank 1 out of 5)

# Benchmark Index: NIFTY 50

Investment Info

Investment Objective

The investment objective of the Scheme is to seek to generate capital appreciation and/or provide income distribution from a portfolio of predominantly equity and equity related instruments. There is no assurance or gurantee that the objectives of the scheme will be realized.

Scheme details

Fund Type	Open-Ended
Investment Plan	Growth
Launch date	Feb 21, 2006
Benchmark	NIFTY 50
Asset Size (Rs cr)	1,102.02 (Mar-31-2018)
Minimum Investment	Rs.5000
Last Dividend	N.A. View Dividend History
Bonus	N.A.
Fund Manager	Sumit Agrawal View performance of schemes managed by the Fund Manager
Notes	Name changed to IDFC Focused Equity Fund

Load Details

Entry Load	N.A
Exit Load	1.00%
Load Comments	Exit Load 1% if redeemed within 365 days from date of allotment.

Contact Details

Regd. Office	17/18, 3rd Floor, Vaswani Mansion, 120, Dinshaw Vachha Road, Opp. K C College, Churchgate, Mumbai, 400020
Tel. No.	22876419
Fax No.	2202 0798 / 6646 6953
Email	investor@idfcmf.com
Website	http://www.idfcmf.com

Peer Comparison

Large Cap	Crisil Rank	Assets (Rs.cr)
Large Cap	Crisil Rank	Assets (Rs.cr)	3mth (%)	6mth (%)	1yr (%)	3yr (%)	5yr (%)
Kotak Select Focus Fund - Regular (G)	Rank 1	13,158.76	-3.4	1.9	12.0	13.3	21.6
SBI Blue Chip Fund (G)	Rank 3	13,264.78	-1.7	4.5	14.8	11.2	18.9
ABSL Frontline Equity (G)	Rank 3	15,075.08	-4.0	1.3	12.3	10.2	17.7
ICICI Pru Focused Bluechip Eqty (G)	Rank 2	12,639.52	-3.1	4.5	17.2	11.3	17.7
HDFC Top 200 Fund (G)	Rank 3	13,199.36	-7.4	2.0	9.9	8.9	15.4
* Returns over 1 year are Annualised	More »

Portfolio

Top Holdings (Feb 28, 18)

Equity	Sector	Value (Rs cr)	Asset %
Kotak Mahindra	Banking/Finance	59.76	4.50
MRF	Automotive	58.71	4.42
IOC	Oil & Gas	57.81	4.35
IndusInd Bank	Banking/Finance	57.15	4.30
Zee Entertain	Media	55.91	4.21
Jubilant Food	Miscellaneous	54.51	4.11
Petronet LNG	Oil & Gas	54.13	4.08
Bajaj Finance	Banking/Finance	50.52	3.81
Maruti Suzuki	Automotive	50.27	3.79
Axis Bank	Banking/Finance	50.13	3.78

Full Portfolio

Sector Allocation (Feb 28, 18)

Sector	%	1-Year HighLow
Banking/Finance	29.23	0.00	0.00
Miscellaneous	15.69	0.00	0.00
Oil & Gas	12.10	0.00	0.00
Automotive	10.66	0.00	0.00
Manufacturing	9.28	0.00	0.00
Cement	5.70	0.00	0.00

View All Sectors

Asset Allocation (%)(Feb 28, 18)

Equity	93.21
Others	0.00
Debt	0.00
Mutual Funds	N.A
Money Market	7.48
Cash / Call	-0.69

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Concentration

Holdings	(%)
Top 5	21.78
Top 10	41.35

Sector	(%)
Top 3	57.02

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