IDFC Flexi Cap Fund
Flexi Cap Fund - An open ended dynamic equity scheme investing across large cap, mid cap, small cap stocks
The Scheme shall seek to generate long-term capital growth by investing in a diversified portfolio of equity and equity related instruments across market capitalization – large cap, mid cap and small cap, fixed income securities and money market instruments.
Disclaimer: There is no assurance or guarantee that the objectives of the scheme will be realised.
Note: “IDFC Multi Cap Fund” has been re-categorized from the Multi Cap Fund Category to the Flexi Cap Fund category and has been renamed as “IDFC Flexi Cap Fund“ with effect from February 09, 2021. Refer the addendum issued in this regard detailing the changes being carried out to the SID of the Scheme which is available on our website i.e. www.idfcmf.com
- Min Investment 10,000
- Min SIP Amount 100
- Exit Load
a) If redeemed/switched out within 365 days from the date of allotment:
->Upto 10% of investment:Nil,
->For remaining investment: 1% of applicable NAV.
b) If redeemed / switched out after 365 days from date of allotment: Nil. (w.e.f. May 08, 2020)
Scheme is suitable for a minimum investment horizon of more than 3 years
Tier 1 Benchmark : S&P BSE 500 TRIAlternate Benchmark : Nifty 50 TRI
Performance as on 31st May 2022
|Scheme Names||CAGR Returns (%)||Current value of Investment of 10,000|
|1 year||3 year||5 year||10 year||28/09/2005 Since inception||1 year||3 year||5 year||10 year||28/09/2005 Since inception|
|IDFC Flexi Cap Fund - Regular Plan - Growth||5.43||10.12||8.11||14.49||16.38||10,543||13,359||14,774||38,713||1,25,570|
|^ Tier 1 Benchmark | ^^ Alternate Benchmark | ^^^ Tier 2 Benchmark|
This fund is managed by (w.e.f 30/04/2016) & (w.e.f 08/12/2020)
View fund performance of other funds managed by Anoop Bhaskar, Mr. Sachin Relekar
Past performance may or may not be sustained in future.
Regular and Direct Plans have different expense structure. Direct Plan shall have a lower expense ratio excluding distribution expenses, commission expenses etc.
For taxation, please refer the link : https://bit.ly/3a5CcbE
IDFC Flexi Cap Fund
S&P BSE 500 TRI
(Tier 1 Benchmark Risk-o-meter)