- Mutual Funds
- IDFC Mutual Funds
- IDFC Large Cap Fund (Growth)
Formerly IDFC Equity A Gr
Large cap funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).
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Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 50.821
NAV (Nov 25)
Fund Returns
Last 1Y | -0.5% |
Last 3Y | 14.6% |
Last 5Y | 10.1% |
Last 10Y | 11.9% |
Since Inception | 10.4% |
6 Month CAGR | 15.5% |
Scheme Information
The investment objective of the Scheme is to seek to generate capital growth from predominantly investing in large cap stocks.
Expense Ratio | 2.2 |
Launched (16y ago) | Jun 09, 2006 |
AUM in Crores | 1108.956 |
ISIN | INF194K01516 |
Lock-in | No Lock-in |
Benchmark | S&P BSE 100 India TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 20 |
Standard Deviation (5yr) | 17.6 |
Beta (3yr) | 0.88 |
Beta (5yr) | 0.9 |
Sharpe Ratio (3yr) | 0.571 |
Sharpe Ratio (5yr) | 0.345 |
YTM | 0 |
Returns Calculator Comparison
of
for
with step up of
| Instrument | Returns | Total Corpus | Gains | Annualised % |
|---|---|---|---|---|
| Mutual Fund | 965,796 | 233,184 | 11.25% | |
| EPF | 900,761 | 168,149 | 8.50% | |
| Property | 867,662 | 135,050 | 7.00% | |
| PPF | 869,819 | 137,207 | 7.10% | |
| Bank FD | 846,471 | 113,859 | 6.00% | |
| Gold | 846,471 | 113,859 | 6.00% | |
| Savings Bank | 825,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Stock Holdings
hdfc bank ltd
10.1%icici bank ltd
8.6%state bank of india
7.6%infosys ltd
6.2%reliance industries ltd
6%Allocation by Sector
financial services
37.1%technology
14%consumer cyclical
11.1%consumer defensive
8.8%basic materials
7.1%Compare IDFC Large Cap Fund (Growth)
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 4,865 cr | ||
₹ 10,427 cr | ||
₹ 15,580 cr | ||
₹ 10,427 cr | ||
₹ 15,580 cr |
About the AMC
IDFC Asset Management Company Limited
IDFC Asset Management Company Limited manages assets worth 124,459 crores and was set up on 20 December 1999. It's current offering of mutual fund schemes includes 33 equity,204 debt and 27 hybrid funds.
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
5.8% | 7.6% | ||
25.6% | 16.4% | ||
23.4% | 18.2% | ||
- | -8.8% | ||
- | -8.8% |
IDFC Large Cap Fund (G) Review
IDFC Large Cap Fund (G) is a Large Cap Equity fund and has delivered an annualised return of 10.4% over a period of 16 years. The fund was previously known as IDFC Equity A Gr. The fund is managed by IDFC Asset Management Company Limited. The fund managers are Sachin Relekar, Sumit Agrawal, Viraj Kulkarni.
Nav of IDFC Large Cap Fund (G) as of 11/25/2022 is ₹50.82 with the total AUM as of 11/28/2022 is ₹1108.956. With Scripbox you can compare and check the latest nav for all mutual funds in India. IDFC Large Cap Fund (G) was launched on Jun 09, 2006. The category risk of the fund is Very High Risk.
The minimum SIP amount for IDFC Large Cap Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
IDFC Large Cap Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to S&P BSE 100 India TR INR.
IDFC Large Cap Fund (G) is rated as a 2 fund in Equity and delivered -0.5% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with IDFC Large Cap Fund (G).
Frequently Asked Questions
What is IDFC Large Cap Fund (G)?
How to invest in IDFC Large Cap Fund (G)?
You can invest in IDFC Large Cap Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of IDFC Large Cap Fund (G)?
The minimum sip amount for IDFC Large Cap Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is IDFC Large Cap Fund (G) good to invest in?
As per Scripbox experts, IDFC Large Cap Fund (G) is a Neutral fund. You can investIDFC Large Cap Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the IDFC Large Cap Fund (G)?
The expense ratio of the IDFC Large Cap Fund (G) is 2.2% for regular plan.