IDFC Large Cap Fund Direct Dividend+0.70%

2Groww
12.82%
1 Year Return
Equity
Large Cap
2.0star
6M
1Y
3Y
5Y
All

Fund Details

IDFC Large Cap Fund Direct Dividend

RiskModerately High
Min SIP Amount₹1000
Expense Ratio1.72%
NAV18.72 (23 Jan 2020)
Fund Started01 Jan 2013
Fund Size467 Cr

Returns

1Y
3Y*
5Y*
Since inception*
IDFC Large Cap Fund Direct Dividend
12.8%
12.9%
7.5%
11.4%
Category Average
8.0%
14.6%
11.2%
-
Rank within category
40
36
43
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    0
    with 12.8% annual returns

    Comparison

    Data not available
    Pros
    Found nothing so far.
    Cons
    Found nothing so far.

    Top Holdings

    NameSectorInstrument% Assets
    HDFC Bank Ltd.FinancialEquity9.8%
    Reliance Industries Ltd.EnergyEquity8.9%
    Housing Development Finance Corpn. Ltd.FinancialEquity7.4%
    ICICI Bank Ltd.FinancialEquity6.1%
    Infosys Ltd.TechnologyEquity5.1%
    Axis Bank Ltd.FinancialEquity4.6%
    Tata Consultancy Services Ltd.TechnologyEquity4.5%
    ITC Ltd.FMCGEquity4.1%
    Kotak Mahindra Bank Ltd.FinancialEquity3.9%
    Bajaj Finance Ltd.FinancialEquity3.8%
    See All

    Fund Managers

    addArpit Kapoor
    Education
    Mr. Kapoor is a B.Tech. from Uttar Pradesh Technical University and PGDM from IIM Kozhikode
    Experience
    Prior to joining IDFC Mutual Fund he has considerable experience in Equity markets while working with UTI Mutual Fund.
    Funds Managed

    Other Details

    IDFC Large Cap Fund Direct Dividend is a Equity Mutual Fund Scheme launched by IDFC Mutual Fund. This scheme was introduced to investors on 01 Jan 2013. Sumit Agrawal, Arpit Kapoor is the Current Fund Manager of IDFC Large Cap Fund Direct Dividend.The fund currently has an Asset Under Management(AUM) of ₹467 Cr and the Latest NAV as of 23 Jan 2020 is ₹18.72.

    The IDFC Large Cap Fund Direct Dividend is rated Moderately High risk. Minimum SIP Investment is 1000. Minimum Lumpsum Investment is 5000. Nil.

    Investment Objective

    The investment objective of the Scheme is to seek to generate capital growth from a portfolio of predominantly equity and equity-related instruments (including equity derivatives). The Scheme may also invest in debt and money market instruments to generate reasonable income. There is no assurance or guarantee that the objectives of the scheme will be realized.

    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

    Compare Funds

    IDFC Large Cap Fund Direct Dividend
    VS
    search

    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,
    Invest Now
    Enter investment amount
    + ₹1,000
    + ₹5,000
    + ₹10,000
    ONE TIME
    MONTHLY SIP
    Similar Funds
    Data not available