IDFC Multi Cap Fund Growth
- 10.16%
- (--1.04)108.46
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Fund Summary
Period | Returns(per year) |
---|---|
10 Years | 13.07% |
5 Years | 10.16% |
3 Years | 3.11% |
1 Year | 10.84% |
6 Months | 28.29% |
Fund Details | |
---|---|
ISIN | INF194K01391 |
Risk | Moderately High risk |
Fund Type | Multi-Cap |
NAV | 108.46 |
Exit Load | 1% for 365 Days |
More about this fund
Top Holdings | Weightage |
---|---|
Infosys Ltd | 7.37% |
ICICI Bank Ltd | 6.17% |
HDFC Bank Ltd | 4.9% |
Bharti Airtel Ltd | 3.83% |
UltraTech Cement Ltd | 3.24% |
Voltas Ltd | 3.09% |
Bata India Ltd | 2.96% |
Atul Ltd | 2.89% |
Crompton Greaves Consumer Electricals Ltd | 2.57% |
Multi Commodity Exchange of India Ltd | 2.55% |
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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