IDFC Multi Cap Fund Growth - Latest NAV ₹89.93, Returns, Performance & Portfolio

IDFC Multi Cap Fund Growth

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    4.35%
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    (+0.33)89.93

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Fund Summarystar

PeriodReturns(per year)
10 Years9.62%
5 Years4.35%
3 Years-1.27%
1 Year-4.7%
6 Months19.97%
Fund Details
ISININF194K01391
RiskModerately High risk
Fund TypeMulti-Cap
NAV89.93
Exit Load1% for 365 Days

More about this fundstar

Top HoldingsWeightage
Infosys Ltd6.34%
ICICI Bank Ltd4.68%
HDFC Bank Ltd4.32%
Voltas Ltd3.34%
Atul Ltd3.15%
3M India Ltd3.03%
Multi Commodity Exchange of India Ltd2.89%
Britannia Industries Ltd2.88%
Bata India Ltd2.77%
Bharti Airtel Ltd2.72%

About IDFC Multi Cap Fund

The IDFC Multi Cap Fund is an open-ended equity scheme. It seeks to generate capital growth from an actively managed portfolio of predominantly equity and equity-related instruments across various market capitalizations (large-cap, mid-cap, and small-cap companies). It was earlier known as IDFC Premier Equity Fund and was renamed as IDFC Multi Cap Fund on May 02, 2018.

Pros & Cons of IDFC Multi Cap Fund

? The scheme will try to invest in well-managed and sustainable businesses whose shares are available at a reasonable value through a process of disciplined research. Further, the scheme will ensure that the portfolio is well-diversified across different sectors of the market to mitigate the overall risk. ? As on September 30, 2018, the scheme is ranked 3 under CRISIL’s Multi Cap Fund category. ? Further, it has generated returns of 20.69% per year over the last 10 years (as on January 04, 2018). However, the returns over the last year are negative (-11.07%).

Fund Information and Statistics of IDFC Multi Cap Fund

Inception / Launch Date

The scheme was launched on 28 September 2005 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 across different market capitalizations. 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. Anoop Bhaskar and Mr. Kartik Mehta are the Fund Managers of the IDFC Multi Cap Fund.

Entry / Exit Load

There is no entry load in this scheme. The exit load structure is as follows: ? 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 ? 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 Multi Cap Fund

The following taxes are applicable to income arising from investing in this scheme: ? STCG tax (units are held for a period of less than 12 months) of 15 percent on redemption of units. ? 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. In a relatively short span of time, the fund house has received recognition for its innovative approach to managing assets. It offers a wide range of mutual fund schemes for different investor preferences.

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Frequently Asked Questions

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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