IDFC Large Cap Fund Direct Plan Growth

Scheme Type
Open-ended
Scheme Category
Large Cap
Benchmark Type
Nifty 50 Index
Scheme AUM (in Crs.)
₹ 362.83
Expense Ratio
1.8%
Scheme Class
Equity
AMC AUM (in Crs.)
₹ 69483
Min Subscription
₹ 5000
Min Addition Subscription
₹ 1000
Performance
Comparison
Portfolio
Details
Analysis
32.04
(0.91 %)
NAV as on 2018-12-11
Returns
Fund
IDFC Large Cap Fund Direct Plan Growth
1 Year
-4.12%
3 Year
12.46%
5 Year
11.27%
AMC Details
amc launch date
Launch Date
13 Mar 2000
amc sponsor
Sponsor
NA
amc email
Email
investor@idfcmf.com
amc phone
Phone
022 - 66289999
amc address
Address
OneIndiaBulls Centre, 841,,Jupiter Mills Compound, Senapati Bapat Marg,,Elphinstone Road (West),, Mumbai - 400 001
Tax Implications
Short Term Capital Gain (Holding period < 12months):
17.16% - 17.94%
(15% + Surcharge @ 10%-15% + 4% Health & Education Cess.)
Long Term Capital Gain:
10% without indexation & without foreign currency conversion benefit + Surcharge @10%-15% + 4% Health & Education Cess
Taxation on Dividends:
10%
(Dividend Distribution Tax is paid by the mutual funds and not by investors.)
Risk
Moderately High
Exit Load
Exit load of 1% if redeemed within 1 year. Same for SIP.
Scheme Information Document (SID)
Read mutual fund scheme information document on AMC website to know fund information in detail.
Objective
The investment objective of the Scheme is to seek to generate capital growth from predominantly investing in large cap stocks.
Suitability
This product is suitable for investors who are seeking
• Create wealth over a long period of time
• Investment predominantly in equity and equity related instruments I
SIP/Lump Sum Calculator
Enter Investment Amount
For how many years?
0.5 Yrs
1,000
Investment per month for 0.5 Years
5,928
Portfolio Value
-72
Total Returns