The scheme seeks to generate long term capital appreciation with relatively lower volatility through systematic allocation of funds into equity and equity related instruments; and for defensive purposes in equity derivatives.
National Highways Authority of India Ltd. 28/03/2029 8.27%
Larsen & Toubro Ltd.
Housing Development Finance Corpn. Ltd. 18/06/2020 8.80%
Top Sectoral Holdings
Portfolio turnover ratio
Arpit Kapoor,Sumit Agrawal,Arvind Subramanian
Mr. Kapoor is a B.Tech. from Uttar Pradesh Technical University and PGDM from IIM KozhikodeMr.Agrawal is a B.Com, ACS, CFA (USA)and PGDM (Finance).Mr. Subramanian is a B.E (Electrical & Electronics Engineering ) and MBA ( Post Graduate Diploma in Management). Prior to joining IDFC Mutual Fund he has considerable experience in Equity markets while working with UTI Mutual Fund.Prior to joining IDFC AMC he was associated with Mirae Asset Mutual Fund (Nov 2010-Sep 2016) as Fund Manager-Equities, Axis Capital (erstwhile ENAM Securities) (Feb 2008-Nov 2010) as VP-Research Analyst and JP Morgan India Services Pvt. Ltd. (Jun 2006-Feb 2008) as TL-Investment Banking. Prior to joining IDFC AMC he worked as a Senior Analyst at ICRA Limited ( Apr. 2009 - Aug. 2011
Funds Performance By Arpit Kapoor,Sumit Agrawal,Arvind Subramanian