IDFC Midcap Fund

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Overview

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Midcaps present a broader sector diversification opportunity

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Active stock selection helps generate higher alpha; visible in Midcaps

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Midcap has potential to generate relatively better returns over long term

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Midcaps have relatively higher risk adjusted return opportunity

5 Filter Framework

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.

IDFC Midcap Fund can be suitable for various types of investors

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Investors who aim to have a diversified portfolio with participation across sectors

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Long term investors who believe in ,spending time in the market rather than timing the market

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Investors looking for relatively higher long-term growth prospects

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Access broad range of growth potential with a core allocation with wider opportunities

Fund Facts

Type of Scheme

Mid Cap Fund - An open ended equity scheme predominantly
investing in mid cap stocks.

Investment Objective

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.

NFO Period

28th July 2022 to 11th August 2022

Benchmark

S&P BSE 150 Midcap Index

Minimum Investment

During New Fund Offer

5,000

And in multiples of Re. 1/- thereafter

Redemption

1,000

Or the account balance of the investor, whichever is less.

Minimum SIP Amount

100

And in multiples of Re. 1 thereafter

STP Amount

1,000

And any amount thereafter (for Fixed amount option) / Rs. 500/- and any amount thereafter (for capital appreciation option)

SWP Amount

200

And any amount thereafter

Exit Load

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

Fund Managers

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Sachin Relekar

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.

Product info

IDFC MIDCAP FUND

(Mid Cap Fund - An open ended equity scheme predominantly investing in mid cap stocks)

The product is suitable for investors who are seeking*:

  • To create wealth over long term.
  • Investment in a portfolio of equity and equity related securities of mid cap companies
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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

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Make an informed decision. Learn more about investing in Mid Cap Fund.

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