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
₹24.0851
-1.42%
(12 Jun)
AUM
140 Cr
TER
1.61%
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
+15.9%
+15.0%
+13.9%
+12.0%
+7.5%
+6.5%
3Y
+28.8%
+27.3%
+27.6%
+18.0%
+25.5%
+19.8%
5Y
NA
+28.6%
+31.9%
+21.6%
NA
+22.7%
ALL
+26.8%
+16.7%
+16.1%
+12.5%
+26.4%
+15.5%
VOL
15.2%
15.2%
17.1%
17.1%
14.8%
-
TER
0.6%
0.6%
0.7%
1.6%
0.4%
-
AUM
₹3,981 Cr
₹11,667 Cr
₹19,578 Cr
₹140 Cr
₹2,059 Cr
-
INFO
1.76
1.10
0.94
0.73
1.78
-
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 May
Top holdings
Kotak Mahindra Bank Ltd
7.2%
Tata Consultancy Services Ltd
7.1%
Tata Consumer Products Ltd
5.9%
Techno Electric & Engineering Co Ltd
5.0%
Artemis Medicare Services Ltd Ordinary Shares
4.4%
MAS Financial Services Ltd Ordinary Shares
4.2%
Allied Blenders and Distillers Ltd
4.1%
Tech Mahindra Ltd
4.1%
EIH Ltd
3.9%
Shriram Finance Ltd
3.9%
Top industry exposure
Financial Services
25.1%
Industrials
20.1%
Technology
15.4%
Consumer Defensive
11.5%
Basic Materials
9.4%
Other information
Minimum SIP
Restricted (AMC)
Minimum lumpsum
Restricted (AMC)
Additional lumpsum
Restricted (AMC)
Portfolio turnover
129%
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