IDBI FOCUSED 30 EQUITY FUND - Growth Direct (defunct)
IDBI Mutual Fund · Equity · mandate: maximum 30 stocks, ≥65% in equities · benchmark: NIFTY 500 TRI (TRI proxy)
AUM (all plans)
—
Active return /yr (full)
-1.0%
Score
50
Rank (Score, pool)
#145 of 245
Percentile (full, pool)
50
IR vs benchmark
-0.23
CAGR (absolute)
14.8%
Max drawdown
-25.1%
Months of data
68
Percentile ranks this fund within its peer pool; the leaderboard Score is
the weighted average of its fiscal-year percentiles (equity: active-return-rank blended
with IR-rank).
Cumulative active return
Growth of the fund relative to its benchmark: +10 means ₹100 in the fund is worth 10% more than ₹100 in the benchmark since the start of the line.
Equity curve
Drawdown
Fiscal-year record
FY
Active vs BM
vs category
IR
%ile
TE
Benchmark
Fund return
months
FY22
2.4%
3.1%
0.51
69
3.9%
21.6%
24.0%
12
FY23
0.7%
-2.2%
0.14
30
4.1%
-1.6%
-0.9%
12
FY24*
-5.3%
-5.2%
-5.48
50
2.6%
17.6%
12.3%
4
FY25
—
—
—
—
—
—
—
0
FY26
—
—
—
—
—
—
—
0
FY27*
—
—
—
—
—
—
—
0
Active/Fund returns are TOTALS over the months covered — never annualized
(FY27* is year-to-date; a * row covers only part of the year).
%ile is the fund's percentile within its peer pool for that year.
Monthly active returns (%)
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Year
2019
-0.1
-1.8
+0.2
-1.8
2020
+0.6
+1.6
+2.6
-0.5
+0.1
-0.9
-0.1
-1.2
-0.7
+0.2
-0.5
-0.1
+1.0
2021
-2.2
-1.8
+0.2
-0.9
-0.8
+0.2
-0.2
+2.0
+0.2
+2.4
-0.2
-0.6
-1.8
2022
-0.5
+1.4
-0.9
-2.3
+1.4
-0.1
-0.5
-0.7
+0.5
+0.6
-0.6
+0.1
-1.8
2023
+0.7
+2.3
-0.7
-0.7
-1.8
-0.4
-1.8
-2.5
Fund monthly return minus benchmark; the year column compounds each separately and differences them.
Monthly returns (%)
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Year
2017
+1.7
+1.7
2018
+0.9
-1.8
-2.9
+5.1
-0.9
-1.9
+6.1
+1.2
-7.2
-4.4
+3.2
+0.3
-2.8
2019
-3.3
+2.3
+4.7
+0.9
+0.3
-0.5
-5.1
-0.7
+5.6
+3.7
-0.6
+0.8
+7.7
2020
+0.4
-4.6
-21.0
+13.5
-2.2
+7.4
+6.6
+2.3
-1.0
+2.9
+11.2
+7.3
+19.7
2021
-4.1
+6.1
+1.2
-0.5
+6.2
+2.2
+1.3
+8.5
+3.6
+2.7
-3.0
+1.7
+28.3
2022
-1.0
-2.6
+3.2
-3.1
-2.9
-5.2
+9.2
+3.9
-2.8
+4.6
+2.8
-3.0
+2.1
2023
-2.6
-0.4
-0.4
+3.8
+1.9
+3.9
+2.1
+8.4
Quarterly average AUM & estimated net flows
Quarterly net flow estimate: AUM_q − AUM_(q−1)·(1+quarter return). AUM shown is the quarter AVERAGE (AMFI central disclosure). Positive = net inflows, ₹cr.
Source: AMFI's official all-scheme NAV history (portal report; official NAV history, net of TER by
construction). Monthly returns are month-end NAV chains; stale prints (>7 days before
month-end) drop out rather than carry. Benchmark series are the median of plain-vanilla
direct-plan index funds tracking each index (TRI minus ~10-25bp/yr tracking drag — verified
against true-TRI chains). Direct plans, growth option only. Sharpe uses rf 6%, arithmetic
monthly convention. Independence: all figures are computed from mandatory public disclosures with a
fixed methodology applied identically to every fund — no fund can pay for inclusion,
exclusion, placement, or altered presentation, and any material commercial relationship
will be disclosed on the affected pages.
Nothing here is investment advice; past performance does not
predict future returns. Generated 2026-08-25 05:37Z · data through Aug 2026 · leaderboard
· PMS leaderboard