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you are here: Moneycontrol Mutual Funds Large Cap IDFC Mutual Fund IDFC Focused Equity Fund - Plan B (G)

IDFC Focused Equity Fund - Plan B (G)

Previous Name:
Plan: Plan B | Option: Growth | Type : Open-Ended
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25.022 0.08 ( 0.31 %)
NAV as on 17 Feb, 2017
Crisil MF Rank
Riskometer
MODERATELY HIGH
FUND Family
FUND CLASS
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Not Ranked

The scheme is Not Ranked in Large Cap category by Crisil (for quarter ended Mar 2018 ) from last quarter. If you are already invested in this scheme, you may continue to stay invested. But, do keep a check on its performance.

IDFC Imperial Equity Fund - Plan B will not accept any fresh subscriptions/switch-ins w.e.f. October 1, 2012.Name changed to IDFC Focused Equity Fund

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Returns (NAV as on Feb 17, 2017)
Period Returns(%) Rank#
1 Month - -
3 Months - -
6 Months - -
1 Year - -
2 Years - -
3 Years - -
5 Years - -

# Moneycontrol Rank within 130 Large Cap Schemes

*Returns over 1 year are Annualised

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

Absolute Returns (in %)
Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2017 10.8 - - - 10.8
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 -6.7 0.4 -1.7 8.4 2.2

View where it stands within its peers

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Performance

Fund returns v/s Category average (Large Cap)

* Returns over 1 year are Annualised
  1mth(%) 3mth(%) 6mth(%) 1yr(%) 2yr(%) 3yr(%) 5yr(%)
Fund Returns 0 0 0 0 0 0 0
Category average 1.5 3.6 -1.2 8.7 14.6 10 16.1
Difference of Fund returns and Category returns 0 0 0 0 0 0 0
Best of Category 5 9.7 4.6 20.9 25.7 15.7 35.2
Worst of Category -0.1 -1.1 -22.9 -9.5 9.5 6.1 9.1
Benchmark returns # 2.7 7 3.1 12.4 14.9 9 14.1
Difference of Fund returns and Benchmark returns 0 0 0 0 0 0 0
# Benchmark Index:

Investment Information

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.

Registrars
  • Fund Type:

    Open-Ended

  • Investment Plan:

    Growth

  • Launch Date:

    Apr 01, 2009

  • Benchmark:

  • Asset size (Rs Cr):

    1.05 ( Mar 31, 2017 )

  • Asset Date:

    Mar 31, 2017

  • 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:

    IDFC Imperial Equity Fund - Plan B will not accept any fresh subscriptions/switch-ins w.e.f. October 1, 2012.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

  • Tel No.:

    22876419

  • Email:

    investor@idfcmf.com

  • Website:

    http://www.idfcmf.com

  • Fax No.:

    2202 0798 / 6646 6953

peer comparison
Fund Crisil Rank Assets(Rs Cr.) Current NAV 3mth(%) 6mth(%) 1yr(%) 3yr(%) 5yr(%)
Aditya Birla Sun Life Frontline Equity Fund - Direct Plan (G) 4,905.24 228.2 4.3 -1.8 8.3 11.1 19.0
SBI Blue Chip Fund - Direct Plan (G) 4,528.36 40.3 4.2 -0.9 9.6 11.8 20.3
Kotak Standard Multicap Fund - Direct Plan (G) 4,429.48 35 5.1 -1.0 9.6 14.6 23.0
ICICI Prudential Bluechip Fund (G) 12,639.52 40.2 4.3 -1.7 11.4 11.3 17.7
SBI Blue Chip Fund (G) 13,264.78 38.3 3.9 -1.5 8.4 10.6 19.2
*Returns over 1 year are Annualised

Portfolio

Top 10 Holdings As on Feb 28, 2017
Company Sector Value %Assets
Infosys Technology 8.07 7.69
HPCL Oil & Gas 7.19 7.47
ICICI Bank Banking/Finance 8.30 6.65
Sun Pharma Pharmaceuticals 4.74 5.66
Bharat Elec Manufacturing 4.20 4.91
IndusInd Bank Banking/Finance 5.30 4.86
SBI Banking/Finance 5.25 4.74
Maruti Suzuki Automotive 6.11 4.39
PNB Housing Fin Banking/Finance 4.29 3.98
ITC Tobacco 5.11 3.89
Asset Allocation (%) As on Feb 28, 2017
Equity 98.20
Others 3.13
Debt 0.00
Mutual Funds 0.00
Money Market 2.32
Cash / Call -3.65
Sector Allocation (%) As on Feb 28, 2017
Sector %
Banking/Finance 30.31
Oil & Gas 12.92
Technology 10.80
Pharmaceuticals 8.86
Automotive 8.56
Miscellaneous 6.16
Concentration As on Feb 28, 2017
Holdings %
Top 5 32.38
Top 10 98.2
Sectors %
Top 3 54.03
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