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IDFC Focused Equity Fund – Regular Plan is an Open-ended, multi-cap category fund launched in 2006 by Aditya Birla Sun Life. The fund manager name is Sumit Agrawal. The risk in this fund is average but the returns are average. In this article, we will do a detailed analysis of the IDFC Focused Equity Fund – Regular Plan , we will dig deep into its AUM, NAV Returns & more.

IDFC Focused Equity Fund - Regular Plan


IDFC Focused Equity Fund – Regular Plan Ranking

Crisil MF Rank2

Background of IDFC Focused Equity Fund – Regular Plan

Name of FundIDFC Focused Equity Fund – Regular Plan
Type of Fund ( Open / Close)Open-ended
Category of FundEquity: Multicap
Fund ManagerSumit Agrawal
Launch Date1-Mar-2006

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    IDFC Focused Equity Fund – Regular Plan Performance

    Risk GradeAverage
    Return GradeAverage
    NAV (as on current Date)Rs. 35.24 as on Dec 14, 2018
    Net Asset (as on current date)Rs. 1620.7 crore as on Nov 30, 2018

    Regular Plan Portfolio Characteristics

    Total Stock/Securities26
    Total Bonds
    Avg Market Cap (in cr)69675
    Portfolio P/B Ratio3.14
    Portfolio P/E Ratio28.91
    3Y Earning Growth (%)-3.55
    Average Matuarity
    Avg 52 Week High
    Avg 52 Week Low
    Average Credit Rating

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    IDFC Focused Equity Fund – Regular Plan Composition

    Equity99.42%
    Debt0.00%
    Cash0.58%
    Debentures
    Bonds
    NON Converitbles
    Zero Coupons
    Bonds (short term)
    Repo

    IDFC Focused Equity Fund – Regular Plan Risk Analysis

    Standard Deviation14.94
    Sharpe Ratio0.38
    Beta0.9
    R Square0.84
    Alpha-0.09

    IDFC Focused Equity Fund – Regular Plan NAV – Yearly

    201835.24
    201740.4
    201626.16
    201525.7
    201426.99
    52 Week High (NAV)41
    52 Week Low (NAV)33

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    IDFC Focused Equity Fund – Regular Plan Returns – Yearly

    2018-12.770%
    201754.420%
    20161.780%
    2015-4.770%
    201432.230%

    IDFC Focused Equity Fund – Regular Plan AUM

    20181721
    2017853
    2016104
    2015115
    2014144

    Regular Plan Expense Ratio

    2018
    20172.970%
    20163.020%
    20152.890%
    20142.900%

    IDFC Focused Equity Fund – Regular Plan Quarterly Returns

    2018 Q1-5.000%
    2018 Q22.120%
    2018 Q3-6.640%
    2018 Q4
    2017 Q115.320%
    2017 Q213.390%
    2017 Q37.790%
    2017 Q49.560%
    2016 Q1-4.560%
    2016 Q26.360%
    2016 Q36.820%
    2016 Q4-6.130%
    2015 Q13.630%
    2015 Q2-1.640%
    2015 Q3-6.800%
    2015 Q40.240%
    2014 Q14.190%
    2014 Q215.200%
    2014 Q35.140%
    2014 Q44.780%

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    Regular Plan Weightage by Sector

    1Financial (30.16%)
    2Automobile (16.26%)
    3FMCG (14.63%)
    4Healthcare (13.09%)
    5Technology (11.34%)
    6Energy (5.76%)
    7Chemicals (3.93%)
    8Services(3.09%)
    9Textiles (1.16%)
    10

    Weightage by Securities Holding

    1ICICI Bank (7.45%)
    2State Bank of India (5.97%)
    3Maruti Suzuki India (5.86%)
    4Infosys (5.77%)
    5Reliance Industries (5.76%)
    6ITC (5.71%)
    7Axis Bank (5.41%)
    8GSK Consumer Healthcare (4.88%)
    9Sun Pharmaceutical Inds. (4.84%)
    10MRF (4.52%)

    IDFC Focused Equity Fund – Regular Plan Investment Information

    AMCIDFC Asset Management Company Limited
    RegistrarComputer Age Management Services Ltd.
    Minimum Investment5000
    Minimum SIP Investment1000
    Exit Load1% for redemption within 365 days

    Conclusion:

    “The scheme aims to generate capital appreciation by investing in a concentrated portfolio of equity & equity related instruments of upto 30 stocks.”


    Invest in IDFC Focused Equity Fund – Regular Plan – Fill up the Form Below

      Fill Your Details Here
      1. Invest in Mutual FundOpen Demat Account


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