IDFC Flexi Cap Fund – Direct/Regular Plan – Growth
IDFC Flexi Cap Fund is a mutual fund offered by IDFC Asset Management Company Limited. The fund invests in a diversified portfolio of equities of companies across market capitalization, with a focus on large-cap companies. The Direct/Regular Plan – Growth option of the fund does not offer any regular income through dividends, instead, the returns are generated through capital appreciation. The returns are generated by investing in a diversified equity portfolio which is invested in companies across market capitalization, but with a bias towards large-cap companies.
About
The IDFC Flexi Cap Fund aims to provide long-term capital appreciation by investing in a diversified portfolio of equity and equity-related securities of companies across market capitalization. The fund’s portfolio is diversified across sectors and companies to minimize the risk of concentration in any particular sector or company.
The Direct/Regular Plan – Growth option is suitable for investors who are looking to invest for a long-term period and are comfortable with the volatility in the stock market. The returns generated through capital appreciation in this plan can be expected to be higher than regular income plans, as the fund does not pay out dividends regularly.
RETURNS (NAV as on 20th January, 2023)
| Period Invested for | ₹10000 Invested on | Latest Value | Absolute Returns | Annualised Returns | Category Avg | Rank within Category |
|---|---|---|---|---|---|---|
| 1 Week | 13-Jan-23 | 9945.90 | -0.54% | – | 0.19% | 23/34 |
| 1 Month | 20-Dec-22 | 9710.20 | -2.90% | – | -2.10% | 24/34 |
| 3 Month | 20-Oct-22 | 9862.70 | -1.37% | – | 0.39% | 27/34 |
| 6 Month | 20-Jul-22 | 10588.30 | 5.88% | – | 7.36% | 19/31 |
| YTD | 30-Dec-22 | 9843.80 | -1.56% | – | -0.51% | 28/34 |
| 1 Year | 20-Jan-22 | 9526.60 | -4.73% | -4.73% | -2.26% | 19/29 |
| 2 Year | 20-Jan-21 | 12362.30 | 23.62% | 11.19% | 12.61% | 15/26 |
| 3 Year | 20-Jan-20 | 13788.60 | 37.89% | 11.29% | 15.00% | 19/25 |
| 5 Year | 19-Jan-18 | 13793.60 | 37.94% | 6.64% | 10.04% | 18/22 |
| 10 Year | 18-Jan-13 | 33983.70 | 239.84% | 13.00% | 13.54% | 12/16 |
| Since Inception | 28-Sep-05 | 135763.00 | 1257.63% | 16.25% | 11.32% | 7/34 |
Returns Calculator Detailed Returns Analysis
SIP RETURNS (NAV as on 20th January, 2023)
| Period Invested for | ₹1000 SIP Started on | Investments | Latest Value | Absolute Returns | Annualised Returns |
|---|---|---|---|---|---|
| 1 Year | 20-Jan-22 | 12000 | 12247.29 | 2.06 % | 3.82 % |
| 2 Year | 20-Jan-21 | 24000 | 25637.21 | 6.82 % | 6.47 % |
| 3 Year | 20-Jan-20 | 36000 | 44483.26 | 23.56 % | 14.21 % |
| 5 Year | 19-Jan-18 | 60000 | 80021.39 | 33.37 % | 11.45 % |
| 10 Year | 18-Jan-13 | 120000 | 217915.73 | 81.6 % | 11.47 % |
IDFC Flexi Cap Fund
IDFC Flexi Cap Fund is a mutual fund offered by IDFC Asset Management Company Limited. The fund invests in a diversified portfolio of equities of companies across market capitalization, with a focus on large-cap companies. The Direct/Regular Plan – Growth option of the fund does not offer any regular income through dividends, instead, the returns are generated through capital appreciation.
Investment Objective
The IDFC Flexi Cap Fund aims to provide long-term capital appreciation by investing in a diversified portfolio of equity and equity-related securities of companies across market capitalization. The fund’s portfolio is diversified across sectors and companies to minimize the risk of concentration in any particular sector or company.
Suitability
The Direct/Regular Plan – Growth option is suitable for investors who are looking to invest for a long-term period and are comfortable with the volatility in the stock market. The returns generated through capital appreciation in this plan can be expected to be higher than regular income plans, as the fund does not pay out dividends regularly.
IDFC Flexi Cap Fund
IDFC Flexi Cap Fund is a mutual fund offered by IDFC Asset Management Company Limited. The fund invests in a diversified portfolio of equities of companies across market capitalization, with a focus on large-cap companies. The Direct/Regular Plan – Growth option of the fund does not offer any regular income through dividends, instead, the returns are generated through capital appreciation.
Investment Objective
The IDFC Flexi Cap Fund aims to provide long-term capital appreciation by investing in a diversified portfolio of equity and equity-related securities of companies across market capitalization. The fund’s portfolio is diversified across sectors and companies to minimize the risk of concentration in any particular sector or company.
Suitability
The Direct/Regular Plan – Growth option is suitable for investors who are looking to invest for a long-term period and are comfortable with the volatility in the stock market. The returns generated through capital appreciation in this plan can be expected to be higher than regular income plans, as the fund does not pay out dividends regularly.
Risk IDFC Flexi Cap
It is important to note that mutual funds, including IDFC Flexi Cap Fund, are subject to market risks. The value of the fund’s investments and the returns generated may fluctuate depending on the performance of the underlying securities. The fund’s investments in equity securities are subject to market and business risks. The fund’s investments in equity and equity-related securities of companies across market capitalization may be affected by factors such as economic conditions, changes in government policies, and company-specific developments.
IDFC Flexi Cap Fund
IDFC Flexi Cap Fund is a mutual fund offered by IDFC Asset Management Company Limited. The fund invests in a diversified portfolio of equities of companies across market capitalization, with a focus on large-cap companies. The Direct/Regular Plan – Growth option of the fund does not offer any regular income through dividends, instead, the returns are generated through capital appreciation.
Investment Objective
The IDFC Flexi Cap Fund aims to provide long-term capital appreciation by investing in a diversified portfolio of equity and equity-related securities of companies across market capitalization. The fund’s portfolio is diversified across sectors and companies to minimize the risk of concentration in any particular sector or company.
Suitability
The Direct/Regular Plan – Growth option is suitable for investors who are looking to invest for a long-term period and are comfortable with the volatility in the stock market. The returns generated through capital appreciation in this plan can be expected to be higher than regular income plans, as the fund does not pay out dividends regularly.
Risk
It is important to note that mutual funds, including IDFC Flexi Cap Fund, are subject to market risks. The value of the fund’s investments and the returns generated may fluctuate depending on the performance of the underlying securities. The fund’s investments in equity securities are subject to market and business risks. The fund’s investments in equity and equity-related securities of companies across market capitalization may be affected by factors such as economic conditions, changes in government policies, and company-specific developments.
Asset Allocation
The IDFC Flexi Cap Fund may invest in equity and equity-related securities of companies across market capitalization, but with a bias towards large-cap companies. The fund’s asset allocation is flexible and may change depending on the market conditions and the fund manager’s view on specific sectors or companies. The fund’s investment strategy is to maintain a diversified portfolio of equity and equity-related securities of companies across market capitalization and sectors, with a view to minimizing concentration risk.
Note
It’s important to note that the past performance of the fund should not be taken as an indicator of future performance. Investors should carefully read the fund’s offer document and consult their financial advisor before making an investment decision.
Frequently Asked Questions (FAQs)
What is IDFC Flexi Cap Fund?
IDFC Flexi Cap Fund is a mutual fund offered by IDFC Asset Management Company Limited. The fund invests in a diversified portfolio of equities of companies across market capitalization, with a focus on large-cap companies.
What is the investment objective of IDFC Flexi Cap Fund?
The IDFC Flexi Cap Fund aims to provide long-term capital appreciation by investing in a diversified portfolio of equity and equity-related securities of companies across market capitalization.
Who should invest in IDFC Flexi Cap Fund?
The Direct/Regular Plan – Growth option of the fund is suitable for investors who are looking to invest for a long-term period and are comfortable with the volatility in the stock market.
Are there any risks associated with IDFC Flexi Cap Fund?
Yes, as with any mutual fund, IDFC Flexi Cap Fund is subject to market risks. The value of the fund’s investments and the returns generated may fluctuate depending on the performance of the underlying securities. The fund’s investments in equity securities are subject to market and business risks.
How is IDFC Flexi Cap Fund’s asset allocation?
The IDFC Flexi Cap Fund may invest in equity and equity-related securities of companies across market capitalization, but with a bias towards large-cap companies. The fund’s asset allocation is flexible and may change depending on the market conditions and the fund manager’s view on specific sectors or companies.
How can I invest in IDFC Flexi Cap Fund?
You can invest in IDFC Flexi Cap Fund by visiting the website of IDFC Asset Management Company Limited or by approaching a financial advisor. It is advisable to read the fund’s offer document and consult a financial advisor before making an investment decision.
