IDFC Large Cap Fund Direct Growth

Equity
Large Cap
Very High Risk
15.72%
3Y annualised
-1.46% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 04 Oct 2022₹54.40
Min. SIP amount₹100
Rating3
Fund size₹1,100.48Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Equity Large Cap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns-1.7%15.7%11.2%12.2%
Category average-2.4%14.9%11.3%NA
Rank with in category242131NA
Understand terms

Holdings (46)

NameSectorInstrumentAssets
HDFC Bank Ltd.FinancialEquity8.6%
ICICI Bank Ltd.FinancialEquity8.5%
State Bank of IndiaFinancialEquity7.0%
Reliance Industries Ltd.EnergyEquity6.2%
Infosys Ltd.TechnologyEquity4.5%
Bajaj Finance Ltd.FinancialEquity3.3%
Maruti Suzuki India Ltd.AutomobileEquity3.3%
ITC Ltd.Consumer StaplesEquity3.0%
Larsen & Toubro Infotech Ltd.TechnologyEquity3.0%
Kotak Mahindra Bank Ltd.FinancialEquity2.6%
See All

Pros and cons

Category: Equity Large Cap

Pros

Cons

Lower expense ratio: 1.01%
5Y annualised returns lower than category average by 0.13%
Consistently higher annualised returns than category average for the past 1Y and 3Y

Expense ratio, exit load and tax

Expense ratio: 1.01%

Inclusive of GST

Exit load

For units in excess of 10% of the investment,1% will be charged for redemption within 365 days

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

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.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹5,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹100

Fund management

Sachin Relekar
Mar 2022 - Present
View details

Education
Mr. Relekar is an MMS(Finance) from Jamnalal Bajaj Institute of Management Studies Mumbai and B.E (Mechanical) from K.E.S. College of Engineering Islampur.
Experience
Prior to joining IDFC AMC he has worked with LIC Mutual Fund, Tata AMC, CD Equity Search, Innovision Consulting and Tech Pacific India.
Also manages these schemes

Sumit Agrawal
Mar 2017 - Present
View details

Fund house & investment objective

Fund house contact details

Address
Unit No. 27, Ground Floor,Khetan Bhavan,198, Jamshedji Tata Road,Churchgate, Mumbai 400020
Phone
022-24398777 / 24399999 / 66289999
Launch Date
20 Dec 1999
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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