IDFC Focused Equity Fund-Reg(G)

44.83 0.72 (1.63%) NAV as on 13-Apr-21
Fund Family:IDFC Mutual Fund

PERFORMANCE

Category 3M (%) 6M (%) 1Y (%) 3Y (%) 5Y (%) Since INC.
Scheme Return-4.2910.6449.834.0412.5610.46
Category Avg0.7924.7557.409.5212.5615.10
Category Best10.9312.739.6917.2018.5219.73
Category Worst2.41-3.25-11.427.598.99-8.53
SENSEX-1.9219.4958.1812.3913.63-
NIFTY-0.4121.5461.2711.4413.06-

* 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
2021NANANA3.97
202017.1115.6113.07-24.95
20191.93-3.147.142.95
20182.12-6.62-3.66-5.00
201713.397.799.5615.32
20166.366.82-6.13-4.56

ANNUAL RETURNS

Year Fund Return Rank in Category Category Total SENSEX
202014.9162918.41
20198.9119268.98
2018-12.721923-1.81
201754.4212137.6
20161.7816175.15

PEER CATEGORY COMPARISON

Scheme Name NAV(Rs.) As On 09-06-17 Inception Date 1Y (%) 3Y (%) 5Y (%) Since Inception (%)
IIFL Focused Equity Fund-Reg(G)23.4030-Oct-1461.7116.7817.5614.07
Principal Focused Multicap Fund(G)87.9917-Nov-0556.7113.2914.8515.13
Quant Focused Fund(G)45.7929-Aug-0870.6411.9814.6512.72
Axis Focused 25 Fund-Reg(G)37.0705-Jul-1254.4611.5316.4816.07
More from Peer Category Comparison »

Ratios

Statistical Ratios
Standard Deviation [%]22.0586
Semi Standard Deviation [%]0.7902
Beta [%]0.8005
Sharp Ratio [%]0.7932
R-Square [%]0.9100
Expense Ratio [%]2.2200
AVG Ratio [%]0.2095
Other Ratios
Jenson Ratio [%]0.0215
Treynor Ratio [%]0.2254
Turnover Ratio [%]1.3900
FAMA Ratio [%]0.0759
SORTINO Ratio [%]0.2512

Return Calculator

MARKET STATS As on 13/04/2021 As on 13/04/2021

14504.80 (1.36) 48544.06 (1.38)

TOP GAINERS

Company Price Change Gain (%)
Blue Chip India0.300.0520.00
Emami Paper Mills119.8019.9519.98

TOP LOSERS

Company Price Change Loss (%)
Shekhawati Poly-Yarn0.35-0.05-12.50
Dr Lal Pathlabs2947.95-388.60-11.65

Portfolio Comparison

MUTUAL FUND ACTIVITY