IDFC Large Cap Fund
Large Cap Fund - An open ended equity scheme predominantly investing in large cap stocks
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)
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.
Scheme is suitable for goals with a horizon of 5+ years, 3-5 years
Benchmark : S&P BSE 100 TRIAlternate Benchmark : Nifty 50 TRI
Arpit Kapoor
Arpit Kapoor has over a decade of experience in the Finance industry and has been associated with IDFC AMC since October 2015 where he tracks Auto, Consumer, Healthcare and the NBFC space.
He is managing this fund since 01/03/2017
Sumit Agrawal
Sumit Agarwal is passionate about wealth creation through equities as an asset class. Sumit has a solid mix of sell side & buy-side fundamental research and portfolio management experience.
He is managing this fund since 01/03/2017
- Performance
- Portfolio
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Value of 10,000 invested in IDFC Large Cap - Regular Plan - Growth
Annualized Returns
IDFC Large Cap - Regular Plan - Growth
Value:9,148.23Return:-8.45%
S&P BSE 100 TRI #
Value:8,846.49Return:-11.45%
Nifty 50 TRI ##
Value:8,839.79Return:-11.51%
| Scheme Names | CAGR Returns (%) | Current value of Investment of 10,000 | ||||||
|---|---|---|---|---|---|---|---|---|
| 1 year | 3 year | 5 year | 09/06/2006 Since inception | 1 year | 3 year | 5 year | 09/06/2006 Since inception | |
| IDFC Large Cap - Regular Plan - Growth | -8.45 | 1.86 | 4.39 | 8.17 | 9,148.23 | 10,570.34 | 12,396.34 | 30,180 |
| S&P BSE 100 TRI # | -11.45 | 3.13 | 5.60 | 0.00 | 8,846.49 | 10,969.02 | 13,134.04 | 0 |
| Nifty 50 TRI ## | -11.51 | 3.95 | 5.55 | 10.87 | 8,839.79 | 11,233.23 | 13,104.23 | 42,695.98 |
| # 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 )
*Performance based on NAV as on 30/06/2020.
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:
Dividend HistoryDividend History
| Record Date | / Unit | NAV |
|---|---|---|
| 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 |
| 09/03/2015 | 1.50 | 16.2722 |