Midcaps present a broader sector diversification opportunity
Active stock selection helps generate higher alpha; visible in Midcaps
Midcap has potential to generate relatively better returns over long term
Midcaps have relatively higher risk adjusted return opportunity
IDFC Midcap Fund portfolio follows a specific fitment to the equity investment process basis its strategy tilt. The fund offers an opportunity to invest in the Midcap universe with its 5 Filter Framework for stock selection. The stock selection framework is explained below:
Enables to take a longer term view on business
Strong governance, capital allocation track record and a sustainable business model
Key for shareholder value creation
Structural opportunity for businesses to earn optimal return on invested capital (RoIC)
Leads to strong franchise network creation
Clear value proposition for customers through cost/product differentiation
Results into longer term earning growth
Large market opportunity available
Non-adherence to discipline could result into inferior investment outcomes
Avoiding paying in excess for the right kind of business
Note: The above mentioned framework is part of the portfolio stock selection approach. The selection, however, will be evaluated on an ongoing basis.
Investors who aim to have a diversified portfolio with participation across sectors
Long term investors who believe in ,spending time in the market rather than timing the market
Investors looking for relatively higher long-term growth prospects
Access broad range of growth potential with a core allocation with wider opportunities
Type of Scheme
Mid Cap Fund - An open ended equity scheme predominantly
investing in mid cap stocks.
The Fund seeks to generate long term capital appreciation by investing predominantly in equities and equity linked securities of the mid cap segment. Disclaimer: There is no assurance or guarantee that the objectives of the scheme will be realised.
S&P BSE 150 Midcap Index
During New Fund Offer
And in multiples of Re. 1/- thereafter
Or the account balance of the investor, whichever is less.
Minimum SIP Amount
And in multiples of Re. 1 thereafter
And any amount thereafter (for Fixed amount option) / Rs. 500/- and any amount thereafter (for capital appreciation option)
And any amount thereafter
If redeemed/switched out within 1 year from the date of allotment - 1% of applicable NAV
If redeemed/switched out after 1 year from the date of allotment – Nil
Sachin is an industry expert with over 20 years of experience. He has been managing funds across the market cap spectrum and focuses on quality companies that can generate superior long-term returns. At IDFC AMC Sachin manages IDFC Flexi Cap Fund, IDFC Infrastructure Fund, IDFC Balanced Advantage Fund and IDFC Equity Savings Fund. Before joining IDFC AMC, he was the Chief Investment Officer-Equity at LIC Mutual Fund.
Sachin is a CFA and has completed his Master in Management Studies from Jamnalal Bajaj Institute of Management Studies after qualifying as an Engineer from Shivaji University.
(Mid Cap Fund - An open ended equity scheme predominantly investing in mid cap stocks)
Investors understand that their principal
will be at Very High Risk
*Investors should consult their financial advisers if in doubt about whether the product is suitable for them