MF Gyan
otherHigh risk8 years oldAccelerating recently (last 6m ≈ 54% p.a.)

IDFC Equity Opportunity - Series 6 (1194 DAYS)-Direct Plan IDCW

A specialised fund. Check the scheme details for what it invests in. From IDFC Mutual Fund. It's been running since 30 Jul 2018.

Latest price per unit
₹18.5959
▲ 0.03% today
As of 2 Nov 2021 · updated once each business day

What ₹1 lakh would have become

Based on past returns
Invested 1 year ago
₹1.54 L
▲ ₹54.5k gain · 54.5% / year
Invested 3 years ago
₹1.95 L
▲ ₹94.7k gain · 24.9% / 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₹2.88 L
Gain / loss+₹1.08 L
XIRR (annualised)34.76%
Looking forward · hypothetical
You would invest₹1.80 L
Would become*₹3.19 L
Projected gain*+₹1.39 L
*at this fund's historical rate of 34.76% 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
54.50%median 11.33% (+43.17%)
Rank #31 of 261Beats 88% of peers
3-year return
24.87%median 8.79% (+16.08%)
Rank #22 of 261Beats 89% of peers
Bumpiness (3Y)
18.24%median 18.29% (-0.05%)
Rank #129 of 261Less risky than 51% of peers
Worst-ever drop
-32.35%median -35.16% (+2.81%)
Rank #156 of 261Less risky than 40% 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. 3 of last 4 years were positive.

-3%
2018
+13%
2019
+26%
2020
+33%
2021
Best year
2021 · 32.54%
Worst year
2018 · -2.70%

Price over time

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

Bumpiness & worst drops

Day-to-day bumpiness
18.2%

The value swings roughly 18% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever
-32.35%

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 6 (1194 DAYS)-Direct Plan IDCW against other other funds.

Technical details (for the pros)
CAGR — 1 year54.50%
CAGR — 3 years24.87%
CAGR — 5 years—
CAGR — since launch20.92%
Volatility — 1 year (annualised)13.80%
Volatility — 3 years (annualised)18.24%
Max drawdown — 1 year-5.81%
Max drawdown — 3 years-32.35%
Sharpe ratio — 1 year (rf=6%)2.78
Sharpe ratio — 3 years (rf=6%)0.92

Fund info

Fund house
IDFC Mutual Fund
Category
Growth
Plan
Direct
Option
IDCW
ISIN (Growth)
—
ISIN (Div re-invest)
—
Fund code
144151
First price on record
30 Jul 2018 · 802 daily prices

About IDFC Equity Opportunity - Series 6 (1194 DAYS)-Direct Plan IDCW

IDFC Equity Opportunity - Series 6 (1194 DAYS)-Direct Plan IDCW is a Growth offered by IDFC Mutual Fund under the Direct plan with the IDCW option. It has approximately 8 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 6 (1194 DAYS)-Direct Plan IDCW is ₹18.5959 (as of 2 Nov 2021). Historically, it has delivered 54.45% over the last year, 24.87% 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 18.2% annualised volatility — a "high" level of bumpiness; its deepest peak-to-trough fall on record was 32.4%. 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 6 (1194 DAYS)-Direct Plan IDCW?+

The latest NAV of IDFC Equity Opportunity - Series 6 (1194 DAYS)-Direct Plan IDCW is ₹18.5959 as of 2 Nov 2021, up 0.03% from the previous day. NAV is updated once a business day after the market close.

What are the returns of IDFC Equity Opportunity - Series 6 (1194 DAYS)-Direct Plan IDCW?+

IDFC Equity Opportunity - Series 6 (1194 DAYS)-Direct Plan IDCW has delivered 1-year return 54.45%, 3-year CAGR 24.87%, since-inception CAGR 20.92%. Returns are historical and don't predict future performance — markets move in cycles.

What category does IDFC Equity Opportunity - Series 6 (1194 DAYS)-Direct Plan IDCW belong to?+

IDFC Equity Opportunity - Series 6 (1194 DAYS)-Direct Plan IDCW is categorised as Growth. A specialised fund. Check the scheme details for what it invests in.

How risky is IDFC Equity Opportunity - Series 6 (1194 DAYS)-Direct Plan IDCW?+

Based on its 3-year annualised volatility of 18.2%, IDFC Equity Opportunity - Series 6 (1194 DAYS)-Direct Plan IDCW sits in the "high" risk bucket. Volatility measures how much prices swing — higher means bigger ups and downs along the way.

Is IDFC Equity Opportunity - Series 6 (1194 DAYS)-Direct Plan IDCW a direct plan?+

IDFC Equity Opportunity - Series 6 (1194 DAYS)-Direct Plan IDCW is a Direct plan (no distributor commission — lower expense ratio) with the IDCW option (periodic distributions, taxable at your slab rate).

How old is IDFC Equity Opportunity - Series 6 (1194 DAYS)-Direct Plan IDCW?+

IDFC Equity Opportunity - Series 6 (1194 DAYS)-Direct Plan IDCW has NAV history available from 30 Jul 2018 — approximately 8 years of track record and 802 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.