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Asset Size:1014Cr
Expense Ratio:2.21%
Fund Manager(s):Prashastha Seth,
5year Returns:15.04%

IIFL Focused Equity Fund Regular Growth

       

Equity
Focused Fund

Nav : 21.407 ( 0.35%) December 2nd, 2020

People currently viewing this : 1

Rank (of 245)

14

Annualized Returns(5 yrs)

15.04%

Investment Horizon

>5 Yr

Doubled Money

5yrs 0m

Returns since October 30th, 2014

13.31%

Min Investment ₹1000

Amount Invested

57.2L

Projected Wealth Gained

1.1Cr

Projected Maturity Amount

1.7Cr

     

Equity
Focused Fund

Nav : 21.407 ( 0.35%) December 2nd, 2020

People currently viewing this : 1

Upwardly's Take :

These funds invest in a small portfolio of companies.Since the diversification is low these funds can be volatile. Suitable for long term investments.

Ideal for long term goals. Invest in this funds to build wealth for the long term.

Min Investment ₹1000

Amount Invested

57.2L

Projected Wealth Gained

1.1Cr

Projected Maturity Amount

1.7Cr

Rank (of 245)

14

Annualized Returns(5 yrs)

15.04%

Investment Horizon

>5 Yr

Doubled Money

5yrs 0m

Returns since October 30th, 2014

13.31%

FUND PAST PERFORMANCE

Fund's historical return with Fixed Deposit



Invested for

3m
6m
1y
3y
5y

3 and 6 Months returns are absolute

Assuming 30% tax bracket

FUND MULTIPLIER

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Take To Multiply

2x
4x
5x

TOP 5 HOLDING INVESTED IN

TOP 5 SECTORS INVESTED IN

FUND DETAIL INFORMATION

The investment objective of the scheme is to generate long term capital appreciation for investors from a portfolio of equity and equity related securities. However,there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.

Basic Details
Fund House
IIFL
Launch Date
October 30th, 2014
Expense Ratio
2.21%
Fund Category Risk
High
Std Dev (1Yr)
35.753
Std Dev (3Yr)
24.805
Std Dev (5Yr)
21.47
Asset Size
1014Cr
Investment Details
Investment Plan
Growth
Return since Launch
13.31 %
Exit Load
4% if withdrawn within 3 Month(s)
No exit load if withdrawn after 3 Month(s)
Contact Details
Fund Manager(s)
Phone No.
+91 22 42499000