IDFC Multi Cap Fund Direct Growth-0.50%

2Groww
9.06%
1 Year Return
Equity
Multi Cap
2.0 star
6M
1Y
3Y
5Y
All

Fund Details

IDFC Multi Cap Fund Direct Growth

RiskModerately High
Min SIP Amount₹1000
Expense Ratio1.35%
NAV99.10 (06 Dec 2019)
Fund Started01 Jan 2013
Fund Size5,629 Cr

Returns

1Y
3Y*
5Y*
Since inception*
IDFC Multi Cap Fund Direct Growth
9.1%
10.1%
7.8%
13.6%
Category Average
-2.1%
5.9%
5.1%
-
Rank within category
33
32
23
-
*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 9.1% annual returns

    Comparison

    Data not available
    Pros
    1. Lower expense ratio
    2. 1Y Returns are higher than the benchmark
    Cons
    1. Risk-adjusted returns are lower compared to the category
    2. Risk is higher compared to the benchmark
    3. 3Y Returns are lower than the benchmark
    4. 5Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    ICICI Bank Ltd.FinancialEquity8.4%
    HDFC Bank Ltd.FinancialEquity7.3%
    Axis Bank Ltd.FinancialEquity6.0%
    Larsen & Toubro Ltd.ConstructionEquity4.2%
    3M India Ltd.ServicesEquity4.0%
    Kotak Mahindra Bank Ltd.FinancialEquity4.0%
    Asian Paints Ltd.ChemicalsEquity3.7%
    Bata India Ltd.FMCGEquity3.3%
    Voltas Ltd.Cons DurableEquity3.2%
    Infosys Ltd.TechnologyEquity2.6%
    See All

    Fund Managers

    addKartik Mehta
    Education
    Mr. Mehta is a B.E (Mech.) and MBA (Finance).
    Experience
    Prior to joining IDFC Mutual Fund he was associated with Canara Robeco AMC Ltd. as Fund Manager, Sushil Financial Services Pvt. Ltd. (Mar 2010-Aug 2016) as VP - Institutional Equity Research, Latin Manharlal Securities Pvt. Ltd. (Nov 2006-Mar 2010) as Head of Research and K.M. Securities (Jun 2005-Oct 2006) as Equity Analyst.
    Funds Managed

    Other Details

    IDFC Multi Cap Fund Direct Growth is a Equity Mutual Fund Scheme launched by IDFC Mutual Fund. This scheme was introduced to investors on 01 Jan 2013. Anoop Bhaskar is the Current Fund Manager of IDFC Multi Cap Fund Direct Growth.The fund currently has an Asset Under Management(AUM) of ₹5,629 Cr and the Latest NAV as of 06 Dec 2019 is ₹99.10.

    The IDFC Multi Cap Fund Direct Growth is rated Moderately High risk. Minimum SIP Investment is 1000. Minimum Lumpsum Investment is 10000. Exit load of 1% if redeemed within 1 year. Same for SIP..

    Investment Objective

    To generate long-term capital growth from an actively managed portfolio of predominantly equity and equity related instruments. The Scheme portfolio would acquire, inter alia, small and medium size businesses with good long term potential, which are available at cheap valuations. Such securities would be identified through disciplined fundamental research keeping in view medium to long-term trends in the business environment.

    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)

    ₹10000
    Min for First Investment
    ₹1000
    Min for Second Investment
    Exit load of 1% if redeemed within 1 year. Same for SIP.
    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
    12 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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