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IDFC Multi Cap Fund (Growth)

Formerly IDFC Premier Equity A Gr
Returns (5yrs)
2.8 %
Latest NAV
86.17

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Long Term Wealth
Inflation Beating Returns

Fund Information

as on 14th of August, 08:59 AM

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.

Fund Managers

  • profile-pic
    Anoop Bhaskar
  • expense-ratio
    Expense Ratio
    2.0
    benchmark
    Benchmark
    S&P BSE 500 India TR INR
  • Aum image
    AUM
    ₹ 4721.73 Crores
    ISIN
    ISIN
    INF194K01391
  • Category Risk:

    Moderately High risk

Holding Information

as on 14th of August, 08:59 AM

Top Holding

Infosys Ltd
5%
Icici Bank Ltd
5%
Hdfc Bank Ltd
4%
3m India Ltd
4%
Bharti Airtel Ltd
3%

Top Sectors

Financial Services
25%
Consumer Cyclical
17%
Consumer Defensive
14%
Industrials
13%
Basic Materials
12%

Allocation

Equity
98%
Others
2%
Debt
0%

Investment Return Calculator

as on 14th of August, 08:59 AM
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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. Past performance is not an indicator of future returns.

Transaction

as on 14th of August, 08:59 AM
Minimum SIP Amount
1000
Minimum Lumpsum Amount
10000
Lumpsum Multiple
100
SIP Multiple
100

About the Fund

IDFC Multi Cap Fund Growth is a Diversified Equity fund and has delivered an annualised return of 2.8% over a period of 5 years. The fund is managed by IDFC Asset Management Company Limited. The fund managers names are Anoop Bhaskar. 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. The fund charges 2.00000%. The minimum SIP amount for this is ₹1000. In case you want to invest a lump sum, the minimum amount to be invested is ₹10000.

Disclaimer: Scripbox has taken due care and caution in compilation of the data contained in this factsheet. This data has been obtained by Scripbox from sources which it considers reliable. However, please verify the data from the mutual fund company before taking any Investment action based on this information.