NE

News Elementor

NE

News Elementor

What's Hot

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

Table of Content

No headings found

Bhubaneswar: 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.

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.

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 case of lumpsum 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 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.”

-OdishaAge

newodishaage

defigosolutions@gmail.com https://odishaage.com

Recent News

Trending News

Editor's Picks

Realme 15 Series Debuts at Bhajanlal — A New Benchmark in Power and Precision

Kolkata: With innovation as its compass and the customer at its core, Bhajanlal Commercial Pvt. Ltd., Eastern India’s foremost premium electronics retailer, introduced the highly anticipated Realme 15 and Realme 15 Pro today across its expansive showroom network and digital platform www.bhajanlal.in. Setting a new bar for the mid-premium smartphone category, this launch marks yet another milestone in Bhajanlal’s commitment to...

Three-day 22nd International Kolkata Foodtech 2025 takes off; sets sights on infusion of smart and eco-friendly technologies

Kolkata: The 22nd International Kolkata Foodtech 2025, Eastern India’s premier business to business (B2B) Exhibition for food processing, bakery, mithai & namkeen, dairy, ice-cream and hospitality industry, will be held at the Biswa Bangla Milan Mela Complex in Kolkata from 2nd to 4th August, from 10 am to 6 pm. More than 200 major foreign and Indian companies and leading...

India Pushes Back Against Trump’s Double Standards on Russia, Trade, and Foreign Policy

Bhubaneswar: India has strongly countered recent remarks and actions by former U.S. President Donald Trump, calling out what it describes as a pattern of hypocrisy, misinformation, and strategic double standards concerning India’s foreign policy choices, especially on its ties with Russia and the India-Pakistan conflict. In an official statement released on August 4, India confirmed...

Aakash Educational Services Limited (AESL) Celebrates 16 Glorious Years of ANTHE with the Launch of ANTHE 2025

Empowering Students to Become Problem Solvers of Tomorrow; Scholarships upto 100% Worth ₹250 Crore and Cash Awards Worth ₹2.5 Crore Announced for Students of  Classes V to XII; AESL Launches Aakash Invictus Ace Test for Scholarship and Admission to Aakash Invictus ·         ANTHE to take place Online and Offline from October 04 – 12, 2025 ·         Scholarships to be offered for Classroom, Aakash...

NE

News Elementor

Lorem Ipsum is simply dummy text of the printing and typesetting industry.

Popular Categories

Must Read

©2024- All Right Reserved. Designed and Developed by  Blaze Themes