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 IDCW Reinvest (DR)
₹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
Kotak Mahindra Bank Ltd
7.4%
Treps
6.5%
Tata Consultancy Services Ltd
6.3%
Tata Consumer Products Ltd
5.3%
MAS Financial Services Ltd Ordinary Shares
5.2%
Tech Mahindra Ltd
4.5%
Techno Electric & Engineering Co Ltd
4.2%
Shriram Finance Ltd
4.2%
SBI Cards and Payment Services Ltd Ordinary Shares
4.1%
S H Kelkar & Co Ltd
3.8%
Top industry exposure
Financial Services
26.7%
Technology
17.2%
Basic Materials
15.1%
Industrials
12.8%
Healthcare
7.1%
Other information
Minimum SIP
Restricted (AMC)
Minimum lumpsum
Restricted (AMC)
Additional lumpsum
Restricted (AMC)
Portfolio turnover
108%
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.