Large Cap Fund
Fund Type
Open Ended
Investment Plan
Growth
Expense Ratio
2%
Asset Size
999.55 Cr.
(As of 30 Apr, 2022)
Benchmark
S&P BSE 100 India TR INR
Riskometer
Investors understand that their principal will be at Very High Risk.
The investment objective of the Scheme is to seek to generate capital growth from predominantly investing in large cap stocks.
Fund manager
Sachin Relekar
Exit load
1 %
(If redeemed within 365 days)Minimum sip
₹100
Minimum investment
₹5000
This fund is been allocated in various sectors including some of the prominent ones that are widely accepted and are creating a value of trust.
HDFC Bank Ltd
10.01%
ICICI Bank Ltd
8.55%
Reliance Industries Ltd
7.26%
State Bank of India
7.25%
FundsLarge Cap Mutual Funds invest in companies with large market capitalization, and who ae well-established players with good track record. Large cap funds are one of the less riskiest investment avenues and pose an attractive option for investors with lower risk appetite or who are relatively risk-averse. After SEBI’s re-categorization the large-cap companies are those thatfall within the top 100 ranks of the give benchmark. Large cap funds require patience from investors and ask for longer time periods for staying invested, usually for 5 – 7 years.
This fund is rated 3 stars by Morning Star Ratings.
IDFC Asset Management Company Limited finds its roots back to 2000 when it was established and which has since gone on to become one of the largest fund houses in India (in terms of AUM). The IDFC Mutual Fund provides its services to institutional and retail investors and has developed a robust network to deliver consistent value to its investors across India. The IDFC Fund manages equity, fixed income, and balanced mutual funds for its clients and invests in public equity and fixed income markets of India. The firm obtains external research to complement its in- house research. IDFC Asset Management Company Limited operates as a subsidiary of IDFC Financial Holding Company Limited.