MF Gyan
otherVery high risk9 years oldAccelerating recently (last 6m ≈ 34% p.a.)

IDFC Equity Opportunity - Series 4 (1102 Days) - Direct Plan - Growth

A specialised fund. Check the scheme details for what it invests in. From IDFC Mutual Fund. It's been running since 1 Jan 2018.

Latest price per unit
₹7.6455
▲ 0.07% today
As of 4 Jan 2021 · updated once each business day

What ₹1 lakh would have become

Based on past returns
Invested 1 year ago
₹97.9k
▼ ₹2.1k loss · -2.1% / year
Invested 3 years ago
₹75.4k
▼ ₹24.6k loss · -9.0% / year

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

SIP simulator

Play with a monthly investment

Slide the amount and switch the duration. Left column uses real past prices. Right column projects forward using this fund's historical rate — a calculation, not a prediction.

₹5.0k
Looking back · real
You would have invested₹1.80 L
Value today₹1.82 L
Gain / loss+₹1.8k
XIRR (annualised)0.69%
Looking forward · hypothetical
You would invest₹1.80 L
Would become*₹1.82 L
Projected gain*+₹1.9k
*at this fund's historical rate of 0.69% per year. Actual future returns can be different — sometimes very different.
Value Cumulative invested
Reality check. The backward SIP is real math on real past NAVs. The forward projection assumes the fund keeps up its historical rate — which rarely happens exactly. Past performance is not a promise. MF Gyan does not recommend any specific investment.
How it compares to peers

Vs 260 other funds in Growth

Same plan
1-year return
-2.10%median 11.70% (-13.80%)
Rank #184 of 261Beats 26% of peers
3-year return
-9.00%median 8.92% (-17.92%)
Rank #179 of 261Beats 6% of peers
Bumpiness (3Y)
21.86%median 18.29% (+3.57%)
Rank #238 of 261Less risky than 9% of peers
Worst-ever drop
-54.38%median -35.12% (-19.26%)
Rank #26 of 261Less risky than 90% of peers

Descriptive rankings within the same category and plan. Not a recommendation — one fund beating another historically does not mean it will continue to do so.

Year by year

Calendar-year returns. 2 of last 4 years were positive.

-20%
2018
-5%
2019
+0%
2020
+0%
2021
Best year
2021 · 0.07%
Worst year
2018 · -20.43%

Price over time

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

Bumpiness & worst drops

Day-to-day bumpiness
21.9%

The value swings roughly 22% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever
-54.38%

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

Similar funds you might want to look at

Same category, same plan, sorted by 3-year return. Not recommendations — just neighbours.

Head-to-head comparisons

Side-by-side comparisons of IDFC Equity Opportunity - Series 4 (1102 Days) - Direct Plan - Growth against other other funds.

Technical details (for the pros)
CAGR — 1 year-2.10%
CAGR — 3 years-9.00%
CAGR — 5 years—
CAGR — since launch-8.62%
Volatility — 1 year (annualised)28.98%
Volatility — 3 years (annualised)21.86%
Max drawdown — 1 year-43.22%
Max drawdown — 3 years-54.38%
Sharpe ratio — 1 year (rf=6%)-0.21
Sharpe ratio — 3 years (rf=6%)-0.72

Fund info

Fund house
IDFC Mutual Fund
Category
Growth
Plan
Direct
Option
Growth
ISIN (Growth)
—
ISIN (Div re-invest)
—
Fund code
142042
First price on record
1 Jan 2018 · 741 daily prices

About IDFC Equity Opportunity - Series 4 (1102 Days) - Direct Plan - Growth

IDFC Equity Opportunity - Series 4 (1102 Days) - Direct Plan - Growth is a Growth offered by IDFC Mutual Fund under the Direct plan with the Growth option. It has approximately 9 years of NAV track record. The fund falls in the other category — A specialised fund. Check the scheme details for what it invests in.

The current NAV of IDFC Equity Opportunity - Series 4 (1102 Days) - Direct Plan - Growth is ₹7.6455 (as of 4 Jan 2021). Historically, it has delivered -2.11% over the last year, -9.00% CAGR over 3 years. Returns are historical and don't predict future performance.

Over the last three years, the fund's prices have moved with 21.9% annualised volatility — a "very high" level of bumpiness; its deepest peak-to-trough fall on record was 54.4%. Being mentally prepared for drawdowns of this size is what separates long-term investors from reactive traders.

Frequently asked

What is the latest NAV of IDFC Equity Opportunity - Series 4 (1102 Days) - Direct Plan - Growth?+

The latest NAV of IDFC Equity Opportunity - Series 4 (1102 Days) - Direct Plan - Growth is ₹7.6455 as of 4 Jan 2021, up 0.07% from the previous day. NAV is updated once a business day after the market close.

What are the returns of IDFC Equity Opportunity - Series 4 (1102 Days) - Direct Plan - Growth?+

IDFC Equity Opportunity - Series 4 (1102 Days) - Direct Plan - Growth has delivered 1-year return -2.11%, 3-year CAGR -9.00%, since-inception CAGR -8.62%. Returns are historical and don't predict future performance — markets move in cycles.

What category does IDFC Equity Opportunity - Series 4 (1102 Days) - Direct Plan - Growth belong to?+

IDFC Equity Opportunity - Series 4 (1102 Days) - Direct Plan - Growth is categorised as Growth. A specialised fund. Check the scheme details for what it invests in.

How risky is IDFC Equity Opportunity - Series 4 (1102 Days) - Direct Plan - Growth?+

Based on its 3-year annualised volatility of 21.9%, IDFC Equity Opportunity - Series 4 (1102 Days) - Direct Plan - Growth sits in the "very high" risk bucket. Volatility measures how much prices swing — higher means bigger ups and downs along the way.

Is IDFC Equity Opportunity - Series 4 (1102 Days) - Direct Plan - Growth a direct plan?+

IDFC Equity Opportunity - Series 4 (1102 Days) - Direct Plan - Growth is a Direct plan (no distributor commission — lower expense ratio) with the Growth option (all returns compound within the fund, no interim payouts).

How old is IDFC Equity Opportunity - Series 4 (1102 Days) - Direct Plan - Growth?+

IDFC Equity Opportunity - Series 4 (1102 Days) - Direct Plan - Growth has NAV history available from 1 Jan 2018 — approximately 9 years of track record and 741 daily NAV observations.

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.