IDFC Large Cap Fund Growth - Latest NAV ₹31.03, Returns, Performance & Portfolio

IDFC Large Cap Fund Growth

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    5.01%
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    (--0.26)31.03

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Fund Summarystar

PeriodReturns(per year)
10 Years7.51%
5 Years5.01%
3 Years2.08%
1 Year-3.78%
6 Months-7.87%
Fund Details
ISININF194K01516
RiskModerately High risk
Fund TypeLarge-Cap
NAV31.03
Exit Load--

More about this fundstar

Top HoldingsWeightage
HDFC Bank Ltd8.66%
Reliance Industries Ltd7.58%
Infosys Ltd7.21%
Bharti Airtel Ltd7.02%
Housing Development Finance Corp Ltd6.87%
Tata Consultancy Services Ltd6.29%
ICICI Bank Ltd5.79%
UltraTech Cement Ltd4.17%
Hindustan Unilever Ltd3.88%
Aurobindo Pharma Ltd3.85%

About IDFC Large Cap Fund

The IDFC Large Cap Fund is an open-ended equity scheme. It seeks to generate capital growth by investing stocks of large-cap companies. It was earlier known as IDFC Equity Fund and was renamed as IDFC Large Cap Fund on May 14, 2018.

Pros & Cons of IDFC Large Cap Fund

  1. The scheme will endeavor to invest around 80-100% of its total assets in stocks of large-cap companies. The remaining portion might be invested in stocks of mid-cap or small-cap companies or even in debt and money market instruments (depending on the market conditions).
  2. This is an actively managed scheme.
  3. As on September 30, 2018, the scheme is ranked 2 under CRISIL’s Large Cap Fund category. Further, it has generated returns of 13.61% per year over the last 10 years (as on January 04, 2018). However, the returns over the last year are negative (-5.73%).

Fund Information and Statistics of IDFC Large Cap Fund

Inception / Launch Date

The scheme was launched on 09 June 2006 by IDFC Mutual Fund.

Risk Level

The scheme is suitable for investors seeking long-term wealth creation and invests in equity and equity-related instruments of large-cap. It carries a moderately-high risk level.

Redemption

The minimum redemption amount is Rs. 500. Further, the redemption proceeds are dispatched within 10 business days of the receipt of a valid redemption request.

Fund Manager(s)

Mr. Sumit Agarwal (since March 1, 2017), and Mr. Arpit Kapoor (since March 1, 2017) are the Fund Managers of the IDFC Large Cap Fund.

Entry / Exit Load

There is no entry load in this scheme. The exit load structure is as follows: 1. If the units are redeemed within 365 days from the date of allotment of the said units, then the exit load = 1% of the applicable NAV 2. If the units are redeemed after 365 days from the date of allotment of the said units, then the exit load = Nil

Tax benefits of investing in IDFC Large Cap Fund

The following taxes are applicable to income arising from investing in this scheme: 1. STCG tax (units are held for a period of less than 12 months) of 15 percent on redemption of units. 2. LTCG (units are held for a period of more than 12 months), in excess of Rs 1 lakh, is taxed at 10 percent without indexation benefits on the redemption of units.

About IDFC Mutual Fund

IDFC Mutual Fund was established in 2000. It has grown to become one of India’s largest fund houses (in terms of Assets under Management). With a widespread network and investor-focus, the fund house delivers consistent value to its investors.

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Start your investment

Sorry!
Currently this fund is not available on ClearTax Invest. We request you to checkout other Related funds
Moderately High risk

All investments come with risk. Risk is the volatility or fluctuation in the price (and returns) of the investment. Usually,

  • High Risk = High possible returns
  • Low Risk = Stable, relatively lower returns