Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.

IDFC Large Cap Fund-A-Growth

Ranked 113 out of 307 in - India over 36 months
All calculations are in INR unless stated

Objective

The investment objective of the Scheme is to seek to generate capital growth from a portfolio of predominantly equity and equity-related instruments (including equity derivatives). The Scheme may also invest in debt and money market instruments to generate reasonable income. The asset allocation under the Scheme will be as follows: - Equities & Equity related instruments: 65 - 100 % , Debt & Money Market instruments: 0 - 35 % ; Securitised debt instruments: 0 - 35 %.

Performance

India over : 31/08/2015 - 31/08/2018
  • Rank 113/307 Total Return
  • Rank 47/307 Standard Deviation
  • Rank 33/307 Max Drawdown

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -7.3% 5.7%
2017 34.2% 12.3% 6.5% 3.5% 8.4%
2016 5.3% -1.4% 6.6% 5.8% -5.3%
2015 -5.7% 3.6% -2.3% -6.4% -0.4%
2014 30.4% 6.2% 13.1% 4.9% 3.5%
2013 8.0% -3.2% 4.4% -2.1% 9.2%
2012 27.4% 14.2% 0.4% 7.7% 3.2%
2011 -23.3% -4.8% -3.1% -12.1% -5.5%
2010 18.5% 0.8% 1.5% 13.5% 2.1%
2009 74.0% 2.5% 42.1% 17.4% 1.7%
2008 -51.3% -20.6% -16.0% -2.1% -25.4%
2007 48.2% -5.6% 12.3% 16.0% 20.5%
2006 6.6% 8.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. India

Fund Info

  • Launch date14/06/2006
  • Share Class size3,733Mn
  • Base currencyINR
  • ISIN INF194K01516

Purchase Info

  • Min. initial investment5,000
  • Min. regular additional investment1,000

Charges

  • Initial investment0.00%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).