IDFC Large Cap Fund

Equity | Large Cap Mutual Funds
 | 3
Monthly Amount Invested
Duration
Yr
  • Would Have Become
    --
  • Invested Value
    --
  • Total Gain
    --
  • Returns
    -- per annum
₹100 ₹1,000 0.99 % 3★ ₹1,081 10 Years
Min SIP Min Lumpsum Expense Ratio Rating Fund Size (in Cr) Fund Age
₹100 ₹1,000 0.99 %
Min SIP Min Lumpsum Expense Ratio
3★ ₹1,081 Cr 10 Years
Rating Fund Size Fund Age

Scheme Objective

To generate capital growth from a portfolio of predominantly equity and equity-related instruments. The scheme may also invest in debt and money market instruments to generate reasonable income.

Scheme Performance

Returns and Ranks ( as on 27 January 2023 )
1 Year1Y 3 Years3Y 5 Years5Y MaxMax
Trailing Returns -2.1% 13.0% 8.9% 11.8%
Category Average 4.3% 14.9% 10.6% -

Scheme Allocation

Holding
Sector
Asset
HDFC Bank
9.97%
ICICI Bank
9.57%
St Bk of India
8.18%
Reliance Industr
6.13%
Infosys
5.94%
Others
60.21%
Banks
35.31%
Petroleum Products
6.8%
Automobiles
5.59%
Finance
3.54%
Consumer Durables
3.19%
Others
45.57%
Equity
96.83%
Net Curr Ass/Net Receivables
2.18%
Reverse Repos
0.8%
Derivatives
0.18%
Cash & Cash Equivalents
0.01%

Fund House Details

IDFC Mutual Fund

IDFC Large Cap Fund

Fund Manager
Sumit Agrawal

Exit Load

Exit Load If redeemed/switched out within 365 days from the date of allotment: Upto 10% of investment: Nil, For remaining investment: 1% of applicable NAV. If redeemed / switched out after 365 days from date of allotment: Nil.

Advance Ratio

-0.02 1.13 0.98 0
Alpha SD Beta Sharpe

Risk-O-Meter

Other Funds from the same Fund House

AMC Contact Details

IDFC Mutual Fund
AUM:
1,19,074 Cr
Address:
6th Flr,841 One World Center,Jupiter mill,Senapati Bapat Marg, Elphinstone Road(West), Mumbai-400013
Contact:
022-66289999
Email ID:
investormf@idfc.com

Frequently Asked Questions

You can invest in IDFC Large Cap Fund in a quick and simple process. Follow the below steps;
  • Login to your 5paisa account, Go to the Mutual Funds section.
  • Search for IDFC Large Cap Fund in the search box.
  • Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"
The IDFC Large Cap Fund has delivered 11.8% since inception
The NAV of IDFC Large Cap Fund is ₹53.3 as of 27 January 2023.
The expense ratio of IDFC Large Cap Fund is 0.99 % as of 27 January 2023.
You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.
Invest Now