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The portfolio of IDFC Large Cap Fund as of December 31, 2020 had its largest exposures to banks such as HDFC Bank (8.62% allocation) and ICICI Bank (6.11%), as well as companies from other sectors like Reliance Industries (8.46%), Infosys (8.38%), and Bharti Airtel (7.22%). The top 15 equity holdings constituted 72.89% of the total fund size of Rs. 651.25 crores. The document provides a disclaimer noting that mutual fund investments are subject to market risks and investors should read all scheme documents carefully.
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The portfolio as of February 28, 2021 had its largest allocations to HDFC Bank Limited (10.62%), Reliance Industries Limited (10.30%), and Infosys Limited (7.39%). The top 15 equity holdings comprised 70.95% of the total net assets. In addition, the portfolio had an allocation of 18.08 crores to the IDFC Nifty Exchange Traded Fund. The document provides a disclaimer that mutual fund investments are subject to market risks and investors should read all scheme documents carefully.
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Quarterly note
The document discusses the concept of a quarter. A quarter is a unit of measurement that represents one-fourth of a whole or complete unit. There are four quarters in a year, with each quarter representing three months. Quarters are commonly used to divide fiscal years and are an important unit of measurement in accounting and business.
One pager
This document summarizes information about the IDFC Large Cap Fund, an open-ended equity scheme that predominantly invests in large cap stocks. The fund aims to generate steady returns through a three pillar strategy of buying leading stocks in the right sectors, sector leaders, and opportunistic allocation to mid/small caps. It has a growth and quality oriented investment style focused on companies with strong earnings visibility and returns. As of December 2020, its top holdings included HDFC Bank, Reliance Industries, Housing Development Finance Corporation, and Infosys.
Key information memorandum
This document provides key information about the IDFC Large Cap Fund, an open-ended equity scheme predominantly investing in large cap stocks. The objective is to generate capital growth from predominantly investing in large cap stocks. It will invest 80-100% in large cap companies and the remaining amount in mid and small cap stocks and debt instruments. The fund follows an active investment strategy of identifying quality large cap companies with strong fundamentals and growth potential. The risk is moderately high as it predominantly invests in equity. The document outlines the asset allocation, investment strategy and risks of the fund.
Fund spotlight
The document discusses the IDFC Large Cap Fund, which aims to generate steady returns by investing predominantly in large cap stocks across leading sectors. It experienced sharp downgrades in FY21 earnings due to the pandemic lockdown, but saw a strong recovery in Q2. The fund has a quality and growth oriented strategy, focusing on companies with strong earnings visibility and return on capital. Its top holdings are in banks, software, consumer non-durables, finance, petroleum products, and telecom services.
Fund presentation
The document discusses why large cap stocks are preferable for investment in the IDFC Large Cap Fund. It notes that large caps have potential for upside returns with relatively low volatility compared to mid and small caps. Large caps tend to have strong customer bases, high liquidity, good corporate governance and experienced management which allows them to better withstand difficult market conditions. The fund employs a strategy of investing in the right sectors, sector leaders, and opportunistically in mid/small caps. It is currently overweight in healthcare and telecom and underweight in financials, energy and utilities. The document promotes the IDFC Large Cap Fund as benefiting from predominantly investing in leading large cap companies while having an active management approach.
Factsheet
This document provides an overview of various equity, hybrid, and debt funds offered by IDFC. For each fund, it provides details on the investment style, size, benchmarks, top holdings, sector exposures, and fund managers. It also includes performance metrics and dividend histories for the funds. The document aims to help investors understand IDFC's range of mutual fund options across different categories and their investment approaches.
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Latest portfolio
- 1. Portfolio as on - (31 December, 2020) Net Assets as on 31 December, 2020 Company Industry (%) NAV HDFC Bank Limited Banks 8.62% Reliance Industries Limited Petroleum Products 8.46% Infosys Limited Software 8.38% Bharti Airtel Limited Telecom - Services 7.22% Housing Development Finance Corporation Limited Finance 6.78% ICICI Bank Limited Banks 6.11% Tata Consultancy Services Limited Software 5.29% Hindustan Unilever Limited Consumer Non Durables 3.08% State Bank of India Banks 3.02% Axis Bank Limited Banks 2.98% UltraTech Cement Limited Cement 2.97% ITC Limited Consumer Non Durables 2.61% HCL Technologies Limited Software 2.49% Tech Mahindra Limited Software 2.47% Larsen & Toubro Limited Construction Project 2.40% Top 15 Equity Total 72.89% IDFC LARGE CAP FUND 651.25 crs “Disclaimer: MUTUAL FUND INVESTMENTS ARE SUBJECT TO MARKET RISKS, READ ALL SCHEME RELATED DOCUMENTS CAREFULLY. The Disclosures of scheme portfolio herein is provided solely to enhance the transparency about the investment strategy / theme of the Scheme(s) and should not be treated as endorsement of the views / opinions or as an investment advice. The disclosure should be read in conjunction with the Factsheet, Investment Strategy and all other Statutory Disclosures available for the Scheme. The securities referred above should not be construed as recommendations from IDFC Asset Management Company Limited and/or IDFC Mutual Fund. The Scheme may or may not have any present or future positions in the above securities. Investors are advised to consult their own investment advisor before making any investment decision in light of their risk appetite, investment goals and horizon.” 20.7% 19.7% 12.5% 10.1% 8.5% 7.2% 6.9% 6.1% 3.0% 2.4% 1.1% 1.0% 1.0% -0.2% Banks Software Consumer Non Durables Finance Petroleum Products Telecom - Services Auto Pharmaceuticals Cement Construction Project Consumer Durables Retailing Chemicals Others (Cash Equivalent)