CLOSED
NIFTY 5022,453.30+0.98%SENSEX74,235.62+1.24%BANK NIFTY48,892.15+1.45%NIFTY IT35,124.80-0.52%NIFTY MIDCAP52,487.25+0.87%NIFTY 5022,453.30+0.98%SENSEX74,235.62+1.24%BANK NIFTY48,892.15+1.45%NIFTY IT35,124.80-0.52%NIFTY MIDCAP52,487.25+0.87%
IDIDFC MFDirect · IDCW

IDFC Equity Opportunity - Series 1 - Dividend - Direct Plan

Large Cap FundEquity - Large Cap FundBenchmark: BSE 500
NAV · 18 Apr 2016₹9.83+0.06%
AUM₹246 Crfrom this fund's primary plan
Expense Ratio2.35%
CAGR—
Exit LoadNil
Min SIP—
Launched2013

Investment Objective

The primary investment objective of the Scheme is to seek to generate capital appreciation from a portfolio that is invested in equity and equity related securities of companies. The Fund will invest in either growth stocks or value stocks or both without any capitalization bias. As and when the fund manager is of the view that the investment has met its desired objective, the same shall be liquidated and distributed by way of dividend.However, there can be no assurance that the investment objective of the Scheme will be realized.

Fund Mandate

Debt & MMI0%–35%
Equities & Equity related instruments65%–100%
Fund Managers
PS
Punam Sharma
Fund Manager
Key Information
2.35%
—
₹5,000
Nil
Nil
Inception15 Apr 2013
AMCIDFC MF
Top Holdings

Portfolio holdings not disclosed for this fund yet.

On This Page
NAV growthTop holdings
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Trailing Returns
PeriodReturns
1 Day+0.06%
Risk Metrics

Risk metrics are not available for this fund.

Fees
2.35%
Nil
Nil
—
₹5,000
Capital Gains Tax, general rules

This is an equity-oriented fund. Under rules effective since Budget 2024 (23 July 2024):

Short-Term Capital Gains (held ≤ 12 months): taxed at a flat 20%.

Long-Term Capital Gains (held > 12 months): taxed at 12.5% on gains above ₹1.25 lakh in a financial year, with no indexation benefit.

General information only, not tax advice, actual liability depends on your overall income and applicable law at the time of redemption. Consult a tax advisor for your specific situation.

Frequently Asked QuestionsGeneral mutual-fund FAQs, not specific to this scheme