IDBI Focused 30 Equity Growth Direct Plan
SIP amount
Temporarily restricted by fund house
Lumpsum amount
Temporarily restricted by fund house

IDBI Focused 30 Equity Growth Direct Plan

NAV
₹22.3002
-0.23%
(21 Nov)
AUM
143 Cr
TER
1.56%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is above its 200 days moving average
Total Expense Ratio (TER) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+52.8%
+37.0%
+36.5%
+35.3%
+27.6%
+21.4%
3Y
+20.5%
+19.9%
+24.7%
+20.3%
+13.9%
+9.7%
5Y
NA
+24.8%
+23.8%
NA
+18.0%
+16.2%
ALL
+29.5%
+16.6%
+16.2%
+28.6%
+16.3%
+12.1%
VOL
14.7%
15.2%
17.3%
14.8%
-
16.8%
TER
0.6%
0.6%
0.6%
0.4%
-
1.6%
AUM
₹3,293 Cr
₹9,867 Cr
₹14,969 Cr
₹1,791 Cr
-
₹143 Cr
INFO
2.00
1.09
0.94
1.93
-
0.72
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
IDBI Focused 30 Equity (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 31st Aug
Top holdings
Hindustan Unilever Ltd
7.7%
Kotak Mahindra Bank Ltd
7.6%
HDFC Bank Ltd
7.3%
Tech Mahindra Ltd
4.9%
TARC Ltd Ordinary Shares
4.6%
Artemis Medicare Services Ltd Ordinary Shares
4.4%
Hero MotoCorp Ltd
4.3%
InterGlobe Aviation Ltd
4.3%
Tata Consultancy Services Ltd
4.0%
SBI Life Insurance Company Limited
3.6%
Top industry exposure
Financial Services
34.1%
Consumer Defensive
13.3%
Consumer Cyclical
12.5%
Technology
12.0%
Real Estate
7.7%
Other information
Minimum SIP
Restricted (AMC)
Minimum lumpsum
Restricted (AMC)
Additional lumpsum
Restricted (AMC)
Portfolio turnover
163%
Lock-in period
-
Exit load
• 1% for redemption within 365 days
Fund objective
The investment objective of the Scheme is to provide long term capital appreciation by investing in concentrated portfolio of large cap focused equity and equity related instruments of up to 30 companies and balance in debt and money market instruments. However there can be no assurance that the investment objective of the Scheme will be realized.
Fund manager(s)
Sumit Bhatnagar
Jaiprakash Toshniwal

FAQs