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IIFL Focused Equity Fund
Last 5 Years Annualised Return:
Direct Plan:15.96%
Regular Plan: 14.41%
Latest NAV :
Direct: Rs. 29.68
Regular: Rs.26.98
Minimum Expense Ratio: 0.90% (Inc. of GST)
Minimum SIP- Rs. 1000
Latest NAV: Direct: Rs.29.68 Regular: Rs. 26.98
Fund Size- Rs. 2811.48 Cr
Fund Managers: Mayur Patel
P/E Ratio: 19.47
P/B Ratio: 2.96
Alpha: 4.09
Beta: 0.98
Sharpe Ratio: 0.67
Sortiono Ratio: 069
1.17%
Returns :
Category :
Focused Equity Fund
1Y
3Y
5Y
All
Fund returns
2.3%
19.7%
16%
15.2%
Category Average
52.1%
14.5%
14.5%
NA
Rank within Category
39
5
2
NA
Taxation
- Capital Gains:
15% tax on returns if redeemed before 1 year ,10% long-term capital gains tax (LTCG) is applied on gains from the sale of equity shares that exceed Rs 100,000.
The verdict
- IIFL Focused Equity Fund with the help of experienced fund managers are continuously giving good returns from past 3 to 5 years in mid cap category.
Rating
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