IDFC Multi Cap Fund-Direct Plan-Growth

IDFC Multi Cap Fund-Direct Plan-Growth of IDFC Mutual Fund has asset class type as Mid-Small Cap. Oro Wealth rating for the fund is 4.

Basic Details

Riskometer

Moderately High

Expense Ratio (%)

1.26

Age

NA Years

Fund Manager

Anoop Bhaskar

AuM (Rs Crores)

5280.6562

Asset Class

Mid-Small Cap

Net Asset Value:

91.6

Rating

4

Exit Load

0.01

Benchmark

S&P BSE 500 TRI

Fund Type

Mid & Small cap

SEBI Category

Multi Cap Fund

Turnover Ratio(Monthly)

.28 Times

Fund Manager Details:

Anoop Bhaskar B.Com., MBA (Finance). Prior to joining IDFC AMC, he was associated with UTI AMC (Apr 27-Jan 216), Sundaram AMC (Aug 23-Mar 27), Franklin Templeton AMC, Shriram Financial Services Ltd, Brisk Financial Services and Cross Borders Finance & Projects.

Objective:

To generate long-term capital growth from an actively managed portfolio of predominantly equity and equity related instruments. The Scheme portfolio would acquire, inter alia, small and medium size businesses with good long term potential, which are available at cheap valuations. Such securities would be identified through disciplined fundamental research keeping in view medium to long-term trends in the business environment.

Top Holdings:

  • Finance (1.91)
  • Banks (9.61)
  • Chemicals (6.31)
  • Capital Goods-Non Electrical Equipment (5.6)
  • Pharmaceuticals (5.5)
  • Logistics (4.61)
  • Auto Ancillaries (4.33)
  • Trading (4.31)
  • Leather (4.8)
  • Cement (4.6)


  • Top 5 Sector Allocations of the Fund
    Top 5 Company Allocations of the Fund
    Debt Composition