Multi Cap Fund
Fund Type
Open Ended
Investment Plan
Dividend Payout
Expense Ratio
2%
Asset Size
1046.85 Cr.
(As of 31 Jul, 2022)
Benchmark
Nifty 500 Multicap 50:25:25 TR INR
Riskometer
Investors understand that their principal will be at Risk.
The Fund seeks to generate long term capital appreciation by investing in a diversified portfolio of equity & equity related instruments across large cap, mid cap, small cap stocks. Disclaimer: There is no assurance or guarantee that the objectives of the scheme will be realised.
Fund manager
Harshal Joshi
Exit load
1 %
(If redeemed within 365 days)Minimum sip
₹0
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.
ICICI Bank Ltd
3.21%
HDFC Bank Ltd
2.99%
PVR Ltd
2.76%
Reliance Industries Ltd
2.71%
Multi-cap funds invest in stocks across market capitalizations, comprising large cap, mid cap and small cap stocks. This flexibility means that multi cap funds, at any given time, benefit from that segment of the market which performs better.These are relatively less riskier in comparison to pure mid-cap or small- cap funds and are mostly suitable for the not so aggressive investors. Due to their non-volatile nature, the multi cap funds are usually better wealth creators in the long run andprovide both growth and value to investors.
This fund is rated 0 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.