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  • Mutual Funds
  • IDFC Asset Management Company Limited
  • IDFC Multi Cap Fund (Growth)

Formerly IDFC Premier Equity A Gr

IDFC Multi Cap Fund (Growth)

IDFC Multi Cap Fund (Growth)

Equity

Diversified

Top Ranked

98.21

NAV (Nov 23)

Scripbox Opinion

Top Ranked

This fund is a good choice within diversified mutual funds.

Scripbox recommends other funds for investment in diversified.

Click here to see our recommendations.

Diversified 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 ->

Track Record

15 Years

The Fund has Sufficient history for analysis and the track record is good.

Relative Size

4,766 Cr

Category leader in size

Category View

Positive

The category has a positive investment outlook

Consistency Of Performance

Relatively moderate

The historical performance of the fund has been OK

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    Historical growth rate of 12% per annum
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    Recommended Duration > 5 years
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    3 years
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Scheme Information

Investment Objective

To generate long-term capital growth from an actively managed portfolio of predominantly equity and equity related instruments. The Scheme portfolio would acquire,inter alia,small and medium size businesses with good long term potential,which are available at cheap valuations. Such securities would be identified through disciplined fundamental research keeping in view medium to longterm trends in the business environment. The Scheme shall endeavor to accumulate long-term investor wealth by opening subscriptions to units during periods when stocks are available at reasonable valuations. By doing so,the Fund managers would endeavor to prevent short-term money from flowing into the fund which can prove detrimental to the interests of long-term investors. As the scheme would be sold to investors with a long-term investment horizon,it is also expected that the portfolio would remain relatively more insulated to day to day redemption pressures.

Low

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Moderately Low

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Moderate

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Moderately High

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High

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risk-indicator-arrow.svg

Moderately High risk

2 %

Expense Ratio

Sep 28, 2005

Launched (15y ago)

₹ 4,766

AUM in Crores

INF194K01391

ISIN

No Lock-in

Lock-in

S&P BSE 500 India TR INR

Benchmark

₹ 1,000

SIP Minimum

₹ 10,000

Lumpsum Min.

Fund Managers
user-avatar

Anoop Bhaskar

Fund Manager

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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.

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Build Long Term Wealth

Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

  • Inflation beating returns
    Inflation beating returns
  • Grow Wealth , Retirement , Kid's Education
    Grow Wealth , Retirement , Kid's Education
  • One click investing  tracking
    One click investing tracking
asset-allocation

Asset allocation and Holdings

Last updated on 2020-11-23

Top Stock Holdings

Infosys ltd

6.6%
6.6%

Icici bank ltd

5.2%
5.2%

Hdfc bank ltd

4.7%
4.7%

Bharti airtel ltd

3.6%
3.6%

Voltas ltd

3.3%
3.3%
See all holdingsright-arrow
allocation by market cap

Allocation by Sector

Financial services

24.4%
90%

Consumer cyclical

18.3%
90%

Basic materials

12.6%
90%

Industrials

11.9%
90%

Consumer defensive

10.9%
90%
See all sectorsright-arrow
comparison

Comparison with Equity Funds

L&T Midcap Fund (G)

L&T Midcap Fund (G)

Mid Cap

Recommended

Top Ranked

16 Years

Age

5

Track Record

HDFC Index Nifty 50 fund (G)

HDFC Index Nifty 50 fund (G)

Index Funds

Recommended

Top Ranked

18 Years

Age

5

Track Record

UTI Nifty Index Fund (G)

UTI Nifty Index Fund (G)

Index Funds

Recommended

Top Ranked

20 Years

Age

5

Track Record

Nippon India Growth Fund (G)

Nippon India Growth Fund (G)

Mid Cap

Recommended

Top Ranked

25 Years

Age

5

Track Record

HDFC Top 100 Fund (G)

HDFC Top 100 Fund (G)

Large Cap

Recommended

Top Ranked

24 Years

Age

5

Track Record

amc-icon

About the AMC

IDFC Asset Management Company Limited

IDFC Asset Management Company Limited manages assets worth 119,687 crores and was set up on 20 December 1999. It's current offering of mutual fund schemes includes 33 equity,198 debt and 32 hybrid funds.

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  • tel-amc-about
    022-66289999
  • mail-amc-about
    investormf@idfc.com
  • IDFC Low Duration Fund (G)

    IDFC Low Duration Fund (G)

    Low Duration

    Recommended

    Top Ranked

    ₹ 7,175 Cr

    Fund Size

    7.5%

    3Y returns

    IDFC Low Duration Fund (DR-Q)

    IDFC Low Duration Fund (DR-Q)

    Low Duration

    Top Ranked

    ₹ 7,175 Cr

    Fund Size

    5.4%

    3Y returns

    IDFC Low Duration Fund (DR-W)

    IDFC Low Duration Fund (DR-W)

    Low Duration

    Top Ranked

    ₹ 7,175 Cr

    Fund Size

    5.4%

    3Y returns

    IDFC Low Duration Fund (DR-D)

    IDFC Low Duration Fund (DR-D)

    Low Duration

    Top Ranked

    ₹ 7,175 Cr

    Fund Size

    5.6%

    3Y returns

    IDFC Low Duration Fund Periodic (DR-A)

    IDFC Low Duration Fund Periodic (DR-A)

    Low Duration

    Top Ranked

    ₹ 7,175 Cr

    Fund Size

    0.7%

    3Y returns

    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration > 5 years
    • graph-icon-gray
      3 years
    • graph-icon-gray
      Grow Wealth , Retirement , Kid's Education
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Kotak Standard Multicap fund (Growth)

    Kotak Standard Multicap fund (Growth)

    Equity

    Diversified

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    Equity

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    Equity

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    Invesco India Growth Opportunities Fund (Growth)

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    Equity

    Diversified

    Investment Calculator

    Investment Duration5 years

    ₹ 0

    Total Investment

    ₹ 0

    Wealth Gained

    ₹ 0

    Total Corpus Created (₹)

    With assumed returns of 12 %
    How does Scripbox rate funds?

    Proprietary system to rate mutual funds

    We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

    What Scripbox recommendations mean?
    Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Relative Size

    Relative Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Category View

    Category View

    We check if the sub-category of the fund is recommended by us.

    Consistency Of Performance

    Consistency Of Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Relative Size

    Relative Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Quality Of Fund’s Portfolio

    Credit Quality Of Fund’s Portfolio

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

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    About IDFC Multi Cap Fund (G)

    About IDFC Multi Cap Fund (G)

    IDFC Multi Cap Fund (G) is a diversified equity fund and has delivered an annualised return of 16.3% over a period of 15 years .The fund was previously known as IDFC Premier Equity A Gr.The fund is managed by IDFC Asset Management Company Limited.The fund manager’s name is Anoop Bhaskar.

    IDFC Multi Cap Fund (G) Investment Objective

    To generate long-term capital growth from an actively managed portfolio of predominantly equity and equity related instruments. The Scheme portfolio would acquire,inter alia,small and medium size businesses with good long term potential,which are available at cheap valuations. Such securities would be identified through disciplined fundamental research keeping in view medium to longterm trends in the business environment. The Scheme shall endeavor to accumulate long-term investor wealth by opening subscriptions to units during periods when stocks are available at reasonable valuations. By doing so,the Fund managers would endeavor to prevent short-term money from flowing into the fund which can prove detrimental to the interests of long-term investors. As the scheme would be sold to investors with a long-term investment horizon,it is also expected that the portfolio would remain relatively more insulated to day to day redemption pressures. However, there is no assurance that the objective of the scheme will be realized.

    IDFC Multi Cap Fund (G) NAV,AUM,Risk

    The IDFC Multi Cap Fund (G) fund was launched on Sep 28, 2005. The NAV (Net Asset Value) of this diversified equity as of 2020-11-23 is ₹ 98.21. The total AUM (Asset Under Management) of the fund as of 2020-11-24 is ₹ 4765.449. The category risk of the IDFC Multi Cap Fund (G) fund is Moderately High risk. The fund charges 2.0 % as expense ratio.

    IDFC Multi Cap Fund (G) Holdings

    The fund’s highest allocation is towards equity and has invested 99.5% in this asset class. The top three holdings of the fund are infosys ltd,icici bank ltd and hdfc bank ltd

    IDFC Multi Cap Fund (G) SIP

    The minimum SIP (Systematic Investment Plan) amount for this 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 ₹ 10000.

    IDFC Multi Cap Fund (G) Investment volatility and Horizon

    This fund 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 500 India TR INR

    IDFC Multi Cap Fund (G) Review

    IDFC Multi Cap Fund (G) has a score of 4 on a scale of 5. The fund scores 4 out of 5 based on historical performance. As compared to the other funds in its category, IDFC Multi Cap Fund (G) has a score of 5 out of 5. Scipbox has rated this fund 3 out of 5 based on consistency of performance over various years / tenures.

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