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  • IDFC Mutual Funds
  • IDFC Large Cap Fund (Growth)

Formerly IDFC Equity A Gr

IDFC Mutual Funds

IDFC Large Cap Fund (Growth)

EquityLarge Cap

50.821

NAV (Nov 25)

10.1%
5 Year CAGR
Scripbox Opinion
Neutral
Click here for top ranked funds in large cap mutual funds.

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).

Our analysis of this fundLearn how we rate funds ->

Fund Size

Satisfactory

The performance of the fund on a Fund Size metric has been Satisfactory

Outperformance Consistency

Neutral

The performance of the fund on a Outperformance Consistency metric has been Neutral

Scripbox Recommended Large Cap Funds

Want the large cap equity funds that are right for your long term equity investment needs?

Learn more

Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical 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

Investment Objective

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

Fund Managers

Sumit Agrawal

Fund Manager

Viraj Kulkarni

Fund Manager

Sachin Relekar

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 93,3385.00%

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

Last updated on 2022-11-25

Top Stock Holdings

hdfc bank ltd

10.1%
10.1%

icici bank ltd

8.6%
8.6%

state bank of india

7.6%
7.6%

infosys ltd

6.2%
6.2%

reliance industries ltd

6%
6%
See all holdings

Allocation by Sector

financial services

37.1%
37.1%

technology

14%
14%

consumer cyclical

11.1%
11.1%

consumer defensive

8.8%
8.8%

basic materials

7.1%
7.1%
See all sectors

Compare IDFC Large Cap Fund (Growth)

Fund NameFund SizeOutperformance Consistency
Nippon India Value Fund (G)
Nippon India Value Fund (G)

₹ 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.

amc-img

  • 022-66289999
  • investormf@idfc.com
  • Fund NameScripbox 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)?

    IDFC Large Cap Fund (G) is a Large Cap Equity scheme predominantly investing across Equity stocks with an investment objective to generate wealth over the long term.

    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.