otherHigh risk

IDBI FOCUSED 30 EQUITY FUND -IDCW Direct

A specialised fund. Check the scheme details for what it invests in. From IDBI Mutual Fund. It's been running since 24 Nov 2017.

Latest price per unit

₹18.15

▼ 0.33% today

As of 27 Jul 2023 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹1.18 L

▲ ₹17.9k gain · 17.9% / year

Invested 3 years ago

₹1.77 L

▲ ₹77.5k gain · 21.1% / year

Invested 5 years ago

₹1.72 L

▲ ₹71.9k gain · 11.4% / year

These are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.

Price over time

How the per-unit price has moved. Tap a range to zoom in.

Bumpiness & worst drops

Day-to-day bumpiness

15.0%

The value swings roughly 15% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-35.37%

A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.

Technical details (for the pros)

CAGR — 1 year17.87%

CAGR — 3 years21.08%

CAGR — 5 years11.44%

CAGR — since launch11.05%

Volatility — 1 year (annualised)11.05%

Volatility — 3 years (annualised)15.00%

Max drawdown — 1 year-8.74%

Max drawdown — 3 years-18.22%

Sharpe ratio — 1 year (rf=6%)0.98

Sharpe ratio — 3 years (rf=6%)0.89

Fund info

Fund house: IDBI Mutual Fund
Category: Formerly Known as IIFL Mutual Fund
Plan: Direct
Option: IDCW
ISIN (Growth): —
ISIN (Div re-invest): —
Fund code: 141918
First price on record: 24 Nov 2017 · 1,399 daily prices

Numbers are computed from stored daily prices from mfapi.in/AMFI. This is descriptive analytics, not investment advice. Past performance is not indicative of future returns.