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IDFC Large Cap Fund

Large Cap Fund - An open ended equity scheme predominantly investing in large cap stocks

EquityInception Date:09/06/2006Ask an Advisor

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

    NIL (w.e.f. 4th February 2019)

Investors understand that their principal will be at Moderately High.

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.

*Investors should consult their financial advisers if in doubt about whether the product is suitable for them.

Scheme is suitable for goals with a horizon of 5+ years, 3-5 years

Benchmark : S&P BSE 100 TRIAlternate Benchmark : Nifty 50 TRI

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Annualised Returns-8.45%1yr1.86%3yr4.39%5yr
NAV 30.8600 as on 03/07/20200.19(0.62%) Get NAV History

Arpit Kapoor

Arpit Kapoor has over a decade of experience in the Finance industry and has been associated with IDFC AMC since October 2015 where he tracks Auto, Consumer, Healthcare and the NBFC space. 

Sumit Agrawal

Sumit Agarwal is passionate about wealth creation through equities as an asset class. Sumit has a solid mix of sell side & buy-side fundamental research and portfolio management experience. 

Value of 10,000 invested in IDFC Large Cap - Regular Plan - Growth

Annualized Returns

IDFC Large Cap - Regular Plan - Growth

Value:9,148.23
Return:-8.45%

S&P BSE 100 TRI #

Value:8,846.49
Return:-11.45%

Nifty 50 TRI ##

Value:8,839.79
Return:-11.51%
Scheme NamesCAGR Returns (%)Current value of Investment of 10,000
1 year3 year5 year09/06/2006 Since inception1 year3 year5 year09/06/2006 Since inception
IDFC Large Cap - Regular Plan - Growth-8.451.864.398.179,148.2310,570.3412,396.3430,180
S&P BSE 100 TRI #-11.453.135.600.008,846.4910,969.0213,134.040
Nifty 50 TRI ##-11.513.955.5510.878,839.7911,233.2313,104.2342,695.98
# 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 )

*Performance based on NAV as on 30/06/2020.

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/2BbIG7j

 

 

 

 

Dividend HistoryDividend History

Record Date/ UnitNAV

19/03/2019

0.77

15.1200

19/03/2018

0.89

14.7165

10/03/2017

0.83

13.8551

14/03/2016

1.00

12.5271

09/03/2015

1.50

16.2722