Returns
Track investment returns to meet financial goals.
This Fund | Category Avg. | Benchmark | |
---|---|---|---|
1W | -1.8% | 0.24% | 0.2% |
1M | 5.37% | 6.1% | 4.83% |
3M | -6.37% | -2.01% | -2.66% |
6M | 5.23% | 7.39% | 5.67% |
1Y | 18.68% | 25.41% | 16.24% |
2Y | 16.7% | 24.22% | 17.5% |
3Y | 12.34% | 16.49% | 14.01% |
5Y | 16.1% | 19.01% | 16.74% |
ALL | 11.6% | 17.99% | 14.16% |
Check out what are trailling and rolling returns of this fund ?
View Detail Return Analysis1 Lac Users Opted for this Service
Free KYC Check
To know your eligibility for Mutual Fund InvestmentRisk Analysis
Helps you understand the fund’s risk levels.
Standard Dev | Sharpe | Beta | Alpha | |
---|---|---|---|---|
Fund | 11.65% | 0.45% | 0.9% | -3.09% |
Category | 0% | 0% | 0% | 0% |
Riskometer
If you Have any Specific Question Chat with our Expert Investment Advisor
Chat on WhatsAppComparison Of IDBI Focused 30 Equity Fund - Growth Regular
Compare your fund with the top category schemes.
Tata Arbitrage Fund-Regular Plan-Growth
3Y Returns6.15% (p.a.)
Edelweiss Arbitrage Fund- Regular Plan- Growth Option
3Y Returns6.34% (p.a.)
Axis Banking & PSU Debt Fund - Regular Plan - Growth option
3Y Returns5.88% (p.a.)
DSP Banking & PSU Debt Fund - Regular Plan - Growth
3Y Returns6.13% (p.a.)
Kotak Focused Equity Fund- Regular plan _ Growth Option
3Y Returns14.41% (p.a.)
Aditya Birla Sun Life Focused Equity Fund -Growth Option
3Y Returns14.97% (p.a.)
NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option
3Y Returns18.89% (p.a.)
Quant ELSS Tax Saver Fund Regular Plan-Growth
3Y Returns17.46% (p.a.)
SIP Returns Calculator
A simple tool to calculate your SIP returns.
- Invested Amount
- Estimated Returns
- Future Value
Start small, dream big: Begin your journey to long-term wealth with SIPs starting at just ₹1000!
Start SIPPortfolio Summary (as on 31-Oct-2024)
An insight into your portfolio composition.
Equity96.46%
Equity Market Cap
Top 5 Sectors of Equity
Banks 19.71%
Finance 16.21%
IT - Software 10.25%
Realty 8.31%
Agricultural Food & other Products 5.05%
Top 5 Companies of Equity
HDFC Bank Ltd. 8.32%
Kotak Mahindra Bank Ltd. 7.92%
Tech Mahindra Ltd. 5.22%
Shriram Finance Ltd. 5.11%
TARC Ltd. 5.09%
Check out the favourite sectors and companies of this fund
Detail Portfolio AnalysisAlternative Fund Category Peer View
Check out the other Mutual Funds in this category
More Funds From IDBI Mutual Fund
Scheme Name | 1M | 3M | 6M | 1Y | 5Y | |
---|---|---|---|---|---|---|
IDBI Healthcare Fund - Regular Plan - Growth | 2.76% | 0.53% | 19.31% | 46.5% | 23.26% | |
IDBI Dividend Yield Fund - Regular Plan - Growth | 6.48% | -3.28% | 7.52% | 36.88% | 23.67% | |
IDBI Long Term Value Fund-Regular Plan-Growth | 12.46% | 2.92% | 14.31% | 35.19% | 21.39% | |
IDBI Midcap Fund Growth Regular | 6.54% | -3.04% | 5.33% | 32.66% | 24.02% | |
IDBI Focused 30 Equity Fund - Growth Regular | 5.37% | -6.37% | 5.23% | 18.68% | 16.1% | |
IDBI Equity Savings Fund Growth Option | 3.34% | 0.69% | 4.48% | 11.04% | 9.09% |
Frequently Asked Questions
What is the current NAV of IDBI Focused 30 Equity Fund - Growth Regular?
Net asset value is the per unit price of the mutual fund. The NAV of funds changes every day. The latest NAV of IDBI Focused 30 Equity Fund - Growth Regular as of 17-12-2024 is 21.4373.
What is the benchmark of IDBI Focused 30 Equity Fund - Growth Regular?
IDBI performance is primarily benchmarked against the NIFTY 500 TRI with NIFTY 50 TRI serving as an addition.
Is IDBI Focused 30 Equity Fund - Growth Regular a safe fund to invest?
Every fund has different types of risk which are mentioned in the risko-meter. The investors are advised to understand their risk tolerance and decide which type of fund they can invest in.
What are the top 5 holdings of IDBI Focused 30 Equity Fund - Growth Regular?
The fund's top 5 sectors holdings are Banks, Finance, IT - Software, Realty, Agricultural Food & other Products
How can I redeem my investments in IDBI Focused 30 Equity Fund - Growth Regular?
Redeeming your investments in IDBI Focused 30 Equity Fund - Growth Regular is super easy.
• If you have invested this fund via MySIPonline, just log into the app, go to the investment section, and place your redemption request.
• If you have invested this fund from elsewhere, go to the fund house website and place your redemption request from there.
Who manages this fund, and what is their expertise?
Alok Ranjan, with an extensive experience of 15 years while managing equity & related investments. He is focused on picking quality companies and holds them for a long duration to generate good compounding returns in their funds.
What is the expense ratio of IDBI Focused 30 Equity Fund - Growth Regular?
The expense ratio of a mutual fund means the charges that you pay to the mutual fund company for managing your investments in the fund. This fund has an expense ratio of 1.37%.
What is the AUM or size of IDBI Focused 30 Equity Fund - Growth Regular?
AUM or asset under management is the total value of the assets held by a mutual fund scheme. A fund with a high AUM means a lot of money has been invested in it. The AUM of IDBI Focused 30 Equity Fund - Growth Regular is Rs 142.7 Crs. Crs.
Should I invest in IDBI Focused 30 Equity Fund - Growth Regular?
This fund has a consistency rating of which indicates that the fund has generated average returns. However, whatever returns that the fund delivers, it does so with exceptional consistency. You can consider this fund if the predictability of returns is what you are looking for.
How to start online SIP in IDBI Focused 30 Equity Fund - Growth Regulars?
MySIPonline is a dedicated platform to start online SIP or mutual funds in any scheme of mutual funds. Firstly, the investor needs to complete KYC details, choose the best fund, add it to the cart, and make the payment through UPI, net banking, or debit card available on our site.
Is there any brokerage/advisory fees on Mutual Fund SIP transactions?
At MySIPonline, we do not charge any fees related to brokerage & advisory part. That makes us more accessible and cost-effective for a broader range of investors.
Start SIP Now