IDFC Focused Equity Fund-Reg(G)

35.99 0.65 (1.84%) NAV as on 17-Oct-19
Fund Family:IDFC Mutual Fund

PERFORMANCE

Category 3M (%) 6M (%) 1Y (%) 3Y (%) 5Y (%) Since INC.
Scheme Return0.90-2.782.398.947.419.88
Category Avg5.432.85-2.7612.077.417.77
Category Best10.9312.739.6917.2018.5219.73
Category Worst2.41-3.25-11.427.598.99-8.53
SENSEX-0.42-0.5712.2812.368.39-
NIFTY-0.87-1.7010.8410.798.29-

* Equity - Returns upto 1 year are absolute and over 1 year are CAGR.

* Debt - Returns upto 1 year are annualised and over 1 year are CAGR.

Performance GRAPH

QUARTERLY RETURNS

Year Q1 Q2 Q3 Q4
20191.93-3.14NA2.95
20182.12-6.62-3.66-5.00
201713.397.799.5615.32
20166.366.82-6.13-4.56
2015-1.64-6.800.243.63
201415.205.144.784.19

ANNUAL RETURNS

Year Fund Return Rank in Category Category Total SENSEX
2018-12.721923-22.12
201754.4212132.06
20161.7816179.39
2015-4.771517-0.6
201432.23141651.98

PEER CATEGORY COMPARISON

Scheme Name NAV(Rs.) As On 09-06-17 Inception Date 1Y (%) 3Y (%) 5Y (%) Since Inception (%)
Axis Focused 25 Fund(G)29.7605-Jul-1217.6314.4114.7716.1
Sundaram Select Focus(G)183.8931-Jul-0213.3813.039.5918.41
SBI Focused Equity Fund-Reg(G)145.5312-Oct-0417.7411.7312.8819.51
Motilal Oswal Focused 25 Fund-Reg(G)23.1013-May-1318.5310.2611.6913.9
More from Peer Category Comparison »

Ratios

Statistical Ratios
Standard Deviation [%]19.7373
Semi Standard Deviation [%]0.4783
Beta [%]0.9963
Sharp Ratio [%]-0.0372
R-Square [%]0.8976
Expense Ratio [%]2.1800
AVG Ratio [%]0.0473
Other Ratios
Jenson Ratio [%]-0.0381
Treynor Ratio [%]-0.0115
Turnover Ratio [%]2.0600
FAMA Ratio [%]-0.0260
SORTINO Ratio [%]-0.0225

Return Calculator

MARKET STATS As on 17/10/2019 As on 17/10/2019

11586.35 (1.07) 39052.06 (1.17)

TOP GAINERS

Company Price Change Gain (%)
KSS0.100.05100.00
JIK Industries0.250.0525.00

TOP LOSERS

Company Price Change Loss (%)
Karuturi Global0.15-0.05-25.00
FCS Software Soltns.0.20-0.05-20.00

Portfolio Comparison

MUTUAL FUND ACTIVITY