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
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. June 25, 2021)
IDFC Large Cap Fund
(Scheme Risk-o-meter)
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.
S&P BSE 100 TRI
(Tier 1 Benchmark Risk-o-meter)
Scheme is suitable for a minimum investment horizon of more than 3 years
Tier 1 Benchmark : S&P BSE 100 TRIAlternate Benchmark : Nifty 50 TRI
- Performance
- Portfolio
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- Details
Value of 10,000 invested in IDFC Large Cap - Regular Plan - Growth
Annualized Returns
IDFC Large Cap - Regular Plan - Growth
| 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 | 33.56 | 17.01 | 15.53 | 10.88 | 13,387.4 | 16,025.89 | 20,585.56 | 49,520 |
| 33.95 | 17.36 | 16.84 | N.A. | 13,426.95 | 16,171.47 | 21,782.66 | N.A. | |
| 32.19 | 17.38 | 17.04 | 13.56 | 13,249.14 | 16,181.64 | 21,968.3 | 71,620.12 | |
| ^ 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)
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/3o63xgQ