NFO Details:
- NFO Opens: 12th November 2021
- NFO Closes: 26th November 2021
Why invest in Multi Cap fund?
- Different market caps perform differently in each period
- It is not easy to gauge which segment will outperform and which will underperform
- Focus on diversification rather than prediction
How is Multi Cap different from Nifty 500?
- A Diversified portfolio like Nifty 500 is skewed towards Large Cap
- A Multi Cap portfolio like Nifty 500 Multicap 50:25:25 offers more diversification
Lower drawdowns and Higher up moves
- Multi Cap approach has outperformed more times than the diversified approach of Nifty 500
- Multi Cap has also seen a sharper bounce back after a muted/lower return year
How is Multi Cap different from Large Mid and Flexi Cap?
Why IDFC Multi Cap Fund?
- Power of Diversity
- Allocation across market caps
- Allocation across sectors
- Power of Discipline
- Limits for Mid and Small Cap allocation.
- Quarterly rebalancing of weights
- Power of Dependability
- Stock selection is focused on:
- Quality management & track record
- Strong balance sheet
For whom is this fund suitable?
- Investors who want to benefit from discipline – rather than having to time and shift allocations across market cycles
- Long term investors who believe in spending time in the market, rather than timing the market
- Investors looking for higher long-term growth prospects than pure Large Cap, Large-Mid or Flexi Cap* funds
- The fund maintains sizeable allocation to all market caps across market cycles, restricting any fund manager bias
- A multi-cap approach has provided attractive returns across long term cycles
- Access broad range of growth opportunities across market caps as well as select tactical themes
If you’re a new investor open demat account for free
with Angel One using link https://tinyurl.com/k79bdf4z to begin
your investment journey.
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