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IDFC Large Cap Fund Direct IDCW+0.38%

56.14%
1 Year Return
Equity
Large Cap
3.0star
6M
1Y
3Y
5Y
All

Fund Details

IDFC Large Cap Fund Direct IDCW

RiskVery High
Min SIP Amount₹100
Expense Ratio1.20%
NAV₹20.45 (16 Apr 2021)
Fund Started01 Jan 2013
Fund Size708 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
56.1%
11.2%
14.0%
-7.2%
Category Average
57.6%
11.0%
13.5%
-
Rank Within Category
40
31
22
-
*All returns are annualized.
SIP
ONE TIME
Minimum SIP amount100
Amount Per Month₹5,000
Duration
1Y back
3Y back
5Y back
Would have become
0
with 56.1% returns per annum

Comparison

Data not available
Pros
1. Lower expense ratio - 1.2%
2. 1Y Returns are higher than the category average returns
3. 3Y Returns are higher than the category average returns
4. 5Y Returns are higher than the category average returns
5. Exit load is zero
Cons
Found nothing so far.

Top Holdings

NameSectorInstrument% Assets
HDFC Bank Ltd.FinancialEquity8.8%
Infosys Ltd.TechnologyEquity8.1%
Reliance Industries Ltd.EnergyEquity7.4%
Housing Development Finance Corpn. Ltd.FinancialEquity6.0%
ICICI Bank Ltd.FinancialEquity6.0%
Tata Consultancy Services Ltd.TechnologyEquity5.1%
State Bank of IndiaFinancialEquity3.8%
Bharti Airtel Ltd.CommunicationEquity3.6%
Ultratech Cement Ltd.ConstructionEquity3.2%
Axis Bank Ltd.FinancialEquity3.0%
See All

Fund Managers

IDFC Large Cap Fund Direct IDCW Details

IDFC Large Cap Fund Direct IDCW is a Equity Mutual Fund Scheme launched by IDFC Mutual Fund. This scheme was made available to investors on 01 Jan 2013. Sumit Agrawal, Arpit Kapoor is the Current Fund Manager of IDFC Large Cap Fund Direct IDCW fund.The fund currently has an Asset Under Management(AUM) of ₹708 Cr and the Latest NAV as of 16 Apr 2021 is ₹20.45.

The IDFC Large Cap Fund Direct IDCW is rated Very High risk. Minimum SIP Investment is set to 100. Minimum Lumpsum Investment is 5000.

Investment Objective

The Scheme seeks to generate capital growth from predominantly investing in large cap stocks.

Tax Implications

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Scheme Information Document(SID)

₹5000
Min for First Investment
₹1000
Min for Second Investment
Nil
Exit Load

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About IDFC Mutual Fund

Address
OneIndiaBulls Centre, 841 Jupiter Mills Compound, Senapati Bapat Marg, Elphinstone Road (West), Mumbai 400013
Phone
022-66289999
Launch Date
13 Mar 2000
Website
NA
IDFC Mutual Fund
Asset Management Company
Custodian
Deutsche Bank
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
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