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IDFC Large Cap Fund

Large Cap Fund - An open ended equity scheme predominantly investing in large cap stocks

EquityInception Date:09/06/2006Ask an Advisor

The portfolio invests in industry leaders from the large cap space and is open to opportunistic allocation (to the extent of 20%) in the mid/small cap segment, aiming to generate returns with low volatility and tapping additional alpha opportunities.

  • Min Investment 5,000
  • Min SIP Amount 100
  • Exit Load

    NIL (w.e.f. 4th February 2019)

Investors understand that their principal will be at Moderately High.

This product is suitable for investors who are seeking* :

  • To create wealth over long term.
  • Investment predominantly in equity and equity related instruments of the large cap companies.

*Investors should consult their financial advisers if in doubt about whether the product is suitable for them.

Scheme is suitable for goals with a horizon of 5+ years, 3-5 years

Benchmark : S&P BSE 100 TRIAlternate Benchmark : Nifty 50 TRI

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Annualised Returnsas on 31st Aug, 20208.00%1yr3.55%3yr7.78%5yr
*NAV 32.3200 as on 24/09/2020-0.93(-2.84%) Get NAV History

Value of 10,000 invested in IDFC Large Cap - Regular Plan - Growth

Annualized Returns

IDFC Large Cap - Regular Plan - Growth

Value:10,804.15
Return:8.00%

S&P BSE 100 TRI #

Value:10,431.52
Return:4.29%

Nifty 50 TRI ##

Value:10,433.67
Return:4.31%
Scheme NamesCAGR Returns (%)Current value of Investment of 10,000
1 year3 year5 year09/06/2006 Since inception1 year3 year5 year09/06/2006 Since inception
IDFC Large Cap - Regular Plan - Growth8.003.557.788.8210,804.1511,102.7114,551.333,320
S&P BSE 100 TRI #4.294.978.600.0010,431.5211,568.4315,112.310
Nifty 50 TRI ##4.316.018.7511.5410,433.6711,914.8215,214.2547,348.16
# Scheme Benchmark   |   ## Scheme Alternate Benchmark

This fund is managed by Arpit Kapoor (w.e.f 01/03/2017) & Sumit Agrawal (w.e.f 01/03/2017)

*NAV as on 24/09/2020, performance of IDFC Large Cap - Regular Plan - Growth as on 31/08/2020.

View fund performance of other funds managed by Arpit Kapoor, Sumit Agrawal

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.

Taxation:

For taxation, please refer the link :  https://bit.ly/2BbIG7j

Dividend HistoryDividend History

Record Date/ UnitNAV

16/03/2020

1.04

12.1800

19/03/2019

0.77

15.1200

19/03/2018

0.89

14.7165

10/03/2017

0.83

13.8551

14/03/2016

1.00

12.5271

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