IDFC Large Cap Fund (Equity, Large Cap)

Moderately High
13 yrs 4 monthsStarted on:09 Jun 2006
₹ 415.67 Cras on: 13 Sep 2019
Long Term Horizon
Capital Appreciation

Minimum Investment

  • ₹ 5000.00 for Lumpsum

Investment Objective

The Scheme seeks to generate capital growth from predominantly investing in large cap stocks.

Exit Load


Scheme Documents

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TenureReturns (CAGR)
1 Month0.95
2 YR0.71
3 YR6.73

SIP Returns

TenureReturns (CAGR)
3 YR2.83
5 YR5.58
10 YR8.29


Company Name% Assets
ICICI Bank Ltd.8.67
Reliance Industries Ltd.7.41
Axis Bank Ltd.6.77
HDFC Bank Ltd.6.69
Larsen & Toubro Ltd.5.24
Infosys Ltd.4.78
Tata Consultancy Services Ltd.4.61
Nestle India Ltd.4.34
State Bank of India4.31
Housing Development Finance Corpn. Ltd.4.17

Top Sectoral Holdings

Sector Name% Assets
Cons Durable2.34


Portfolio turnover ratio98
Standard Deviation12.43%
Sharpe Ratio0.08

Arpit Kapoor,Sumit Agrawal

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).
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.

Other Funds Managed by Arpit Kapoor,Sumit Agrawal