Fund Snapshot

You are here :

IDBI FOCUSED 30 EQUITY FUND

An open ended equity scheme investing in maximum 30 stocks (predominantly large cap)

Fund Manager

contact-image

Ms.Uma Venkatraman

Total Experience: Over 16 Years (Managing this Scheme since 20th June, 2019)

Other Funds Managed by Ms.Uma Venkatraman - Click Here

Fund Information

Fund Category

Focus Fund

Inception

17 Nov 2017

Benchmark

Nifty 100 - Total Return Index (TRI)

Entry Load

Not Applicable

Exit Load

1% for exit within 12 months from the date of allotment

Face Value

Rs. 10/- per unit

Returns

As of last business day of the month- December 2020

18.69%

Investment Essentials

Minimum Application Amount

Minimum Lumpsum Amount:
Rs. 5,000/- and in multiples of Re. 1
Minimum Additional Lumpsum Amount:
Rs. 1,000/- and in multiples of Re. 1
Systematic Investment Plan (SIP) Options
Monthly Option:
Rs. 500/- per month for a minimum period of 12 months
Or
Rs. 1000/- per month for a minimum period of 6 months

Quarterly Option:
Rs. 1500/- per quarter for a minimum period of 4 quarters

PRODUCT LABEL

Riskometer
graph

This product is suitable for investors who are seeking*

  • Long term capital growth
  • Investment predominantly in Large Cap Focused Equity & Equity related instruments of upto 30 Companies and balance in Debt & Money Market instruments
*Investor should consult their financial advisors if in doubt about whether the product is suitable for them.