The 3-D Power of Diversity, Discipline, and Dependability Makes IDFC Multi Cap Fund an Effective Investment Opportunity

684
IDFC-Thumbnail

Bengaluru, November 10, 2021: IDFC Mutual Fund announced the launch of IDFC Multi-Cap Fund, an open-ended equity scheme aiming to create wealth over the long term by investing in a portfolio of large-cap, mid-cap, and small-cap equity and equity-related securities. The fund will also aim to benefit from allocations to tactical investment opportunities like IPOs, new-age businesses, international equities, and tactical cash positions. This diversified investment blend is well-positioned to provide the combined benefit of higher growth potential from mid and small-cap stocks while aiming to reduce volatility through investments in large-cap stocks. The New Fund Offer will open for subscription on Friday, November 12, 2021, and close on Friday, November 26, 2021.

Online Internship with Certification

Important Announcement – EasyShiksha has now started Online Internship Program “Ab India Sikhega Ghar Se

How EasyShiksha Internship/Training Program Works
How EasyShiksha Internship/Training Program Works


Highlighting the rationale of launching the IDFC Multi-Cap Fund, Mr. Vishal Kapoor, CEO, IDFC AMC said, “Changing economic and market conditions can lead to different market-cap segments outperforming across different cycles, making it challenging for investors to consistently select the optimal strategy. The IDFC Multi Cap Fund will provide a disciplined, well-balanced approach towards all three market caps segments while also benefiting from tactical allocations. It endeavors to build a portfolio of dependable, high-quality companies with a strong financial track record, thereby providing convenient broad-market access to long term lump-sum equity as well as SIP investors.”
A key differentiator of the IDFC Multi-Cap Fund is its focus on the benefits of Diversity, Discipline, and Dependability in its portfolio strategy. Effectively framed as the ‘3-D Power’ strategy, the Diversity feature highlights that the fund is mandated to invest at least 25% each in large-cap, mid-cap, and small-cap, with the flexibility to invest the balance as per the fund manager’s view. The Discipline feature conveys the underlying intent to reduce risk by restricting the maximum allocation to mid-cap and small-cap stocks, and by limiting the possibility of fund manager style drift. The Dependability aspect highlights the stock-selection process that will target quality management, focused capital allocation policies, a strong balance sheet, and operating cash flows.

Top Courses in Computer Science Engineering

Top Courses in Software Engineering

Loading...

More Courses With Certification


Mr. Daylynn Pinto, Fund Manager for IDFC Multi Cap Fund added, “Our research indicates that a rolling 5-year Systematic Investment Plan (SIP) in a Multi Cap index (Nifty 500 Multicap 50:25:25 Index), studied over the last 11 years, posted an average annualized return of 12%. In the case of lump-sum investments held for 5-years, entry timing did not restrict return potential as the Multi-Cap strategy yielded an attractive average return of 74.8% cumulatively, even if the investment were made at the highest level each year during the period. (Past performance may or may not be sustained in the future.) The IDFC Multi Cap Fund has been designed to maintain a sizeable allocation across all market caps combined with select tactical themes. Our investment strategy signifies that investors can take advantage of the growth opportunities across diverse market caps, aim to get benefitted with optimal returns in the long term by staying invested in the market through an investment in financially stable companies with strong management.”

For more related content visit Easyshiksha and Hawkscode

Empower your team. Lead the industry

Get a subscription to a library of online courses and digital learning tools for your organization with EasyShiksha

Request Now
Frequently Asked Questions

ALSO READ: chief-minister-shri-shivraj-singh-chouhan-chairs-cabinet-meeting

Get Course: Data-Science

Download this article as PDF to read offline: