Explore Personal Banking
Accounts
Deposits
Loans
Wealth & Insure
Payments
Cards
What's special about us
Customer Support
Explore all Credit Cards
Premium Metal
0% Forex & Travel
Lifetime Free
10X Rewards
UPI Cards
Fuel & Utility
Showstopper
Credit Builder
More
Customer Support
Explore NRI Banking
NRI Savings Account
NRI Fixed Deposit
FOREX Solutions
Transfer to NRE
Markets & Beyond
Customer Support
Explore Startup Solutions
Explore Corporate Banking
Corporate Account
Cash Management Services
Supply Chain Finance
Corporate Lending
Treasury
NBFC Financing
Customer Support
BRAVO (Auto Sweep)
Explore Business Banking
MSME Accounts
Trade Services
MSME Loan
MSME Solutions
Debit Card
Offers
Customer Support
Explore Gift City
About Us
Investors
Careers
ESG

FOLLOW US ON :

Download Now

  • App Store
  • Google Play

Notifications

  • As per amendment in the Income Tax Rules, PAN or Aadhaar are to be mandatorily quoted for cash deposit or withdrawal aggregating to Rupees twenty lakhs or more in a FY. Please update your PAN or Aadhaar. Kindly reach out to the Bank’s contact center on 1800 10 888 or visit the nearest IDFC FIRST Bank branch for further queries.

  • Activate your Credit Card within minutes and enjoy unlimited benefits

    Know More

  • One FASTag, three payments:Toll, fuel and parking

    The only FASTag with triple benefits

    Apply Now
  • Equity Funds primarily invest in equity shares. Minimum 65% in equity shares is mandatory for Equity funds.
  • They carry the principal objective of capital appreciation of the investment over a medium to long-term investment horizon.
  • They are best suited for investors who are seeking long term growth.


Equity Funds are further categorized into following sub categories

 

Sub Category Characteristics
Multi Cap Fund 65% of total assets in equity & related instruments with no market cap bias
Large Cap Fund Minimum 80% of total assets in large cap companies
Large & Mid Cap Fund Minimum large cap companies- 35% of total assets & min mid cap stocks- 35% of total assets
Mid Cap Fund Minimum investment in mid cap companies- 65% of total assets
Small cap Fund Minimum investment in small cap companies- 65% of total assets
Dividend Yield Fund Predominantly invests in dividend yielding stocks with minimum 65% investment in equity
Value Fund Follows value investment strategy with minimum 65% investment in equity
Contra Fund Follows a contrarian investment strategy with minimum 65% investment in equity
Focused Fund Focused on the number of stocks (maximum 30)
Sectoral/ Thematic Minimum investment in a particular sector/ particular theme- 80% of total assets
ELSS Invests 80% of total assets as per Equity Linked Saving Scheme, 2005 notified by Ministry of Finance