IDFC Multi Cap Fund (Equity, Multi Cap)

Moderately High
13 yrs 12 monthsStarted on:28 Sep 2005
₹ 5185.61 Cras on: 13 Sep 2019
Long Term Horizon
Capital Appreciation

Minimum Investment

  • ₹ 10000.00 for Lumpsum

Investment Objective

The scheme aims to generate long-term capital growth from an actively managed portfolio of predominantly equity and equity related instruments. It would invest in small and medium size businesses with good long term potential, which are available at cheap valuations.

Exit Load


Scheme Documents

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TenureReturns (CAGR)
1 Month2.34
3 YR5.04

SIP Returns

TenureReturns (CAGR)
3 YR0.62
5 YR4.1
10 YR12.02


Company Name% Assets
ICICI Bank Ltd.7.79
HDFC Bank Ltd.6.82
Axis Bank Ltd.4.85
Kotak Mahindra Bank Ltd.3.95
3M India Ltd.3.9
Asian Paints Ltd.3.86
Larsen & Toubro Ltd.3.82
Bata India Ltd.3.75
Infosys Ltd.3.3
Voltas Ltd.3.17

Top Sectoral Holdings

Sector Name% Assets
Cons Durable6.9


Portfolio turnover ratio52
Standard Deviation13.89%

Anoop Bhaskar,Kartik Mehta

Mr. Bhaskar is a B.Com (H) and MBA(Finance) from Pune University.Mr. Mehta is a B.E (Mech.) and MBA (Finance).
Prior to joining IDFC AMC, he was associated with UTI AMC (Apr. 2007-Jan. 2016), Sundaram AMC (Aug. 2003-Mar. 2007), Franklin Templeton AMC, Shriram Financial Services Ltd., Brisk Financial Services and Cross Borders Finance & Projects.Prior to joining IDFC Mutual Fund he was associated with Canara Robeco AMC Ltd. as Fund Manager, Sushil Financial Services Pvt. Ltd. (Mar 2010-Aug 2016) as VP - Institutional Equity Research, Latin Manharlal Securities Pvt. Ltd. (Nov 2006-Mar 2010) as Head of Research and K.M. Securities (Jun 2005-Oct 2006) as Equity Analyst.