Rating: ★ ★ ★ ★ ☆

IDFC Large Cap Fund Direct Plan Growth

Equity

  

Large Cap Fund

NAV

31.73 + 0.46

as on (02 Jun, 2020)

RETURNS

2.02 %

Fund Type

Open Ended

Investment Plan

Growth

Expense Ratio

1.58 %

Benchmark

S&P BSE 100 India TR INR

Asset Size

412.11 Cr.

(As of 30 Apr, 2019)

Risk

Moderately High

Objective

The investment objective of the Scheme is to seek to generate capital growth from predominantly investing in large cap stocks.

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Fund manager

Arpit Kapoor

(since 01 Mar, 2017)

Exit load

1 %

(If redeemed within 365 days)

Minimum sip

₹ 100

minimum investment

₹ 5000

Top Holdings

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.

Company

Assets

HDFC Bank Ltd

8.6 %

Reliance Industries Ltd

7.89 %

Infosys Ltd

6.62 %

ITC Ltd

6.03 %

Sector Allocation

About the Scheme Type

Large Cap Fund

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.

Ratings

This fund is rated 4 stars by Morning Star Ratings.

★ ★ ★ ★ ☆

Overview of IDFC Asset Management Company Limited

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.