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IDFC Large Cap Fund Regular IDCW

Equity
Large Cap
Very High Risk
38.03%
1Y return
-0.15% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 30 Jul 2021₹17.17
Min. SIP Amount₹100
Rating3star
Fund Size₹795.59 Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become 0 (0.00%)

Returns and rankings

Category: Equity Large Cap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns38.0%11.0%12.7%10.5%
Category average48.0%13.9%14.2%NA
Rank with in category1057350NA
Understand termsinfo

Holdings (40)

NameSectorInstrumentAssets
Infosys Ltd.TechnologyEquity8.4%
HDFC Bank Ltd.FinancialEquity7.9%
Reliance Industries Ltd.EnergyEquity7.1%
ICICI Bank Ltd.FinancialEquity7.1%
Housing Development Finance Corpn. Ltd.FinancialEquity5.4%
Tata Consultancy Services Ltd.TechnologyEquity4.8%
State Bank of India
FinancialEquity4.3%
Axis Bank Ltd.FinancialEquity3.9%
Bajaj Finance Ltd.FinancialEquity3.2%
Ultratech Cement Ltd.ConstructionEquity2.9%
See All

Pros and cons

Category: Equity Large Cap

Pros

  • Age is more than 10 years
  • Exit load is zero

Cons

  • 3Y Returns are lower than the category average returns
  • 10Y Returns are lower than the category average returns
  • 1Y Returns are lower than the category average returns
  • 5Y Returns are lower than the category average returns

Expense ratio, exit load and tax

Expense ratio: 2.46%

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 termsinfo

Minimum investment amounts

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

Fund management

Arpit Kapoor
Mar 2017 - Present
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Sumit Agrawal
Mar 2017 - Present
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Fund house & investment objective

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Fund house contact details

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